COMPANY
LightStream Research

LightStream Research
Long-Short Analysis on Japan, Asia and the World

4.0k
Insights
1.6m
Views
3.1k
Followers
Japan & India Consumer Discretionary & Industrials Equities
Refresh
20 May 2024 06:03

Hamamatsu Photonics (6965 JP): Look Cautiously to the Long Term

Management blindsided by weak 2Q, but sharp cut to guidance largely discounted. Dividend maintained, stock split coming, buyback possible. But...

Logo
232 Views
Share
16 May 2024 02:22

Recruit: As We Said… Weakening Earnings

​Recruit's earnings beat consensus, but all three segments are expected to see further slowdown with weakening labor markets. As expected new...

Share
15 May 2024 18:19

Alibaba: Our Take on 4QFY24

Taobao and Tmall face challenges in a tough, stagnant market; AIDC's growth largely covers for other Alibaba units' failings, while AliExpress's...

Logo
334 Views
Share
bullishTencent
15 May 2024 01:09

Tencent: Online Advertising and High-Margin Businesses Support Earnings

Tencent's 1Q earnings beat consensus. Though online games declined there were signs of recovery. Online ad saw strong growth despite 1Q being...

Share
bullishSCREEN Holdings
13 May 2024 20:37

Screen Holdings (7735 JP): Guiding for Lower Profits in H2

Share price down 24% from March high. Guiding for YoY profit decline in H2 of this FY, but probably conservative due to strong AI related foundry...

Logo
177 Views
Share
x