Cosmos (3349): Still Miles of Growth Runway
The market is discounting a rapid decay, but we still see another decade of above average growth and profitability. Margins are far more...
101 Views
Ricoh (7752): Â Activists Were Early, the Consensus Is Late
​Market undervaluing Ricoh as print asset, but company showing ability to grow cash flows. Bears misunderstanding core business. Activist investors...
171 Views
Aozora (8304): The Street Is Fighting the Last War
​Aozora's strong growth potential in internet banking and investment banking segments is being overlooked as investors worry about legacy...
130 Views
Shift (3697): An AI Strategy Just Crazy Enough to Work
The market sees testing as AI’s first casualty, but SHIFT is building an AI-powered Trojan horse into Japan’s ¥56tn modernization market. 9x EV...
133 Views
Fujikura (5803): Elephants Can’t Fly
​Fujikura's shares plummeted 19% after disappointing EBIT and guidance below consensus, with added concern over potential disruptions from the...
138 Views