Dowa Holdings:Â Silver Powder/Zinc Weakness May Cause 4% FY Undershoot but 8.0x PE Too Cheap
We have been incorrectly positive on Dowa holdings for some time and in particular, the stock is down 29% this year, underperforming TPNMETÂ (which...
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Mitsui Mining: New Smartphone Clients for Microthin HDI Circuit Boards to Drive Growth
Mining & Smelting Co (5706 JP) has been the best performer among the smelters since the start of 2017, up 64.5% as its engineering segment...
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Toyota: Revenge of the Hybrids
As the focus on EVs continues to intensify, we examine the growing penetration of the now-overlooked, humble hybrid. With its flagship bearer, the...
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Dowa: Metal Processing, Zinc and Heat Treatment Power This Sub-10x Stock
Dowa Holdings reported 3Q OP of JPY8.6bn, up 33.6% QoQ, 17.2% YoY and 5.1% below consensus. The result was reasonable and the company should be...
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Mitsubishi Materials Latest to Suffer Quality Scandal, Can Dowa Holdings Benefit?
Mitsubishi Materials Corp (5711 JP) announced on Thu 23 Nov that two subsidiaries had falsified data on products involving over 250 customers in...
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