bearish•Oriental Land•29 Aug 2023 17:19
Oriental Land: Google Searches For Tokyo Disneyland Dips Double Digits in July & August 2023
Tokyo Disneyland & DisneySea's lower Google interest in early 2QFY24 may cause a 17% QoQ revenue dip for Oriental Land's Theme Parks business.
bearish•Oriental Land•25 Jul 2023 05:45
Oriental Land: A Potential Beat Next Quarter, but Unrealistic Consensus for Long-Term
Oriental Land trades at 46x FY+2 EV/OP due to optimistic views on Fantasy Springs. However, we find consensus expectations for Fantasy Springs...
bullish•Oriental Land•17 Nov 2022 19:54
Nikkei 225 March 2023 Review Quiddity Leaderboard (Nov 2022)
Updated Nikkei 225 Leaderboard for the March 2023 review. 10 weeks of data left til the cutoff. The top 3 ADDs are unch'd since Sep. The 3rd-ranked...
bearish•Oriental Land•24 Apr 2023 16:09
Oriental Land: The 33.5x FY27 Consensus OP Bubble
Despite consensus medium-term operating profit estimates, Oriental Land appears to be significantly overpriced, with the current valuation...
bearish•Oriental Land•03 Mar 2023 16:22