IEHC: New Orders from Patriot Program & Facility Visit Takeaways
IEH received $7.9M in orders from the Patriot program over the past two weeks, building on the $5.1M received at the end of March.We estimate...
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IEHC: Positive Updates from CEO Interview & Sector Read-Throughs
What you need to know: • IEH continues to see a ramp-up across key defence programs that it has exposure. We are increasing our estimates slightly...
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IEHC: Duopoly Leader Riding the U.S. Missile Inventory Buildout
IEHC designs and manufactures highly critical components for the defense and aerospace industry, mainly hyperboloid connectors.
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Mayfair Gold Corp - Q3/26 Recap: All Our Research in One Place!
Quarterly Coverage Update Q3/26 marked a return to outperformance for our coverage universe. Our covered companies rose 7.1% on average during the...
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THS Maple Holdings Ltd - Q2/26 Recap: All Our Research in One Place!
Quarterly Coverage Update This quarter marks two years since we launched our quarterly coverage recap. Over those last two years, our coverage...
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