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LightStream Research
Long-Short Analysis on Japan, Asia and the World
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bullish
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Fast Retailing
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27 Mar 2024 17:48
Fast Retailing: Earnings Preview
Despite expecting a strong earnings beat, concerns over high valuations and index issues make us cautious about trading Fast Retailing in the...
Oshadhi Kumarasiri
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255 Views
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bearish
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Mitsubishi Heavy Industries
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27 Mar 2024 10:33
Mitsubishi Heavy Industries (7011 JP): Take Profits and Wait for Reality to Catch Up
Take profits in MHI as the very strong order flow and prospects for sales growth and rising margins over the few years should be in the price while...
Scott Foster
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302 Views
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bullish
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Tencent
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21 Mar 2024 02:05
Tencent 4Q2023: Gaming Declines Yet Again, Margins Have Further Upside
Tencent's 4Q revenue and OP grew YoY, but below consensus estimates. Games biz declined again after seeing growth in the last 3-quarters. New high...
Shifara Samsudeen, ACMA, CGMA
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334 Views
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bearish
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GoTo Gojek Tokopedia Tbk PT
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20 Mar 2024 18:01
GoTo 4Q2023: Improved Profitability and a Plan to Buyback Shares to Rescue Falling Share Price
GoTo reported improved profitability in 4Q2023, but declining growth raises concerns about sustainability. Despite improved profitability and a...
Shifara Samsudeen, ACMA, CGMA
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298 Views
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bullish
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NEC Corp
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20 Mar 2024 14:53
NEC (6701 JP): Generative AI (Part 2)
NEC's AI supercomputer, Japanese large-language models and reliable generative AI based services should make significant long-term contributions to...
Scott Foster
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228 Views
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