M3 4Q Results: Earnings Miss and Further Slowdown Seems Unavoidable
As we expected, m3 missed its own guidance as well as consensus estimates. Medical Platform's earnings growth has decelerated, and the completion...
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Toyo Suisan: Activist Advocates For Legacy Divestiture & More Capital for Global Expansion
Nihon Global Growth Partners urges Toyo Suisan to exit low-return legacy businesses, boost payout ratio to 40%, and initiate a ¥20bn share buyback.
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Fanuc (6954 JP): Guidance Points Down, but the Market Sees Recovery
Fanuc's share price has risen on conservative guidance based on unrealistic exchange rates. Orders appear to have hit bottom while an aerospace...
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High Conviction 2024 – CyberAgent: Strong Recovery in Gaming While Media Biz Reports Profits
CyberAgent's 2Q results were strong with an earnings beat. Newly released games have helped further recovery in Gaming biz while Media reported...
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Lasertec (6920 JP): Further to Fall
Lasertec is down more than 20% but still looks overvalued as weak orders at ASML, disappointing guidance at TSMC and uncertain equipment demand at...
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