ENTITY
Dowa Holdings

Dowa Holdings (5714 JP)

49
Analysis
MaterialsJapan
DOWA HOLDINGS, CO., LTD. mines, refines, smelts, and produces various metalrelated products. The Company's main products include minerals, precious metals, battery materials, semiconductor and superconductivity materials, magnetic materials, and optical devices.
more
bullishSony Corp
25 Jan 2022 17:29

A Belated Look Back at Our 2020 and 2021 Conviction Calls and a Look Ahead to 2022

We take a look back at our conviction calls from 2020 and 2021 to assess performance and put the strong start to our 2022 names in context.

Logo
Mio Kato
272 Views
Share
bearishDaiei Kankyo
13 Dec 2022 09:50

Daiei Kankyo IPO Trading - Peers Have Been Correcting

Daiei Kankyo (9336 JP) , a waste management company, raised around US$314m in its Japan IPO. In this note we talk about the trading dynamics.

Logo
446 Views
Share
bearishDaiei Kankyo
29 Nov 2022 09:26

Daiei Kankyo IPO - Final Thoughts on Valuation

Daiei Kankyo (9336 JP)  (DK), a waste management company, aims to raise around US$314m in its Japan IPO. In this note, we talk about valuations.

Logo
471 Views
Share
bearishDaiei Kankyo
22 Nov 2022 09:49

Daiei Kankyo Pre-IPO - Peer Comparison and Thoughts on Valuation

Daiei Kankyo (9336 JP) , a waste management company, aims to raise around US$280m in its Japan IPO. In this note, we undertake a peer comparison...

Logo
423 Views
Share
bearishDaiei Kankyo
16 Nov 2022 09:45

Daiei Kankyo Pre-IPO - Steady, at Best

Daiei Kankyo (9336 JP) (DK), a waste management company, aims to raise around US$280m in its Japan IPO. In this note, we look at the company's past...

Logo
446 Views
Share
x