Short Roland/Long Yamaha as Roland May Fail to Meet Demand Due to Production Shortages
While demand for musical instruments soars across the world, COVID-19 lockdowns in Malaysia continues to affect Roland’s production capabilities....
432 Views
Roland Returns at Cheaper Multiples: Not Going to Sing Well With Yamaha
Yamaha’s biggest competitor, Roland, is scheduled to make a return to the first section of Tokyo Stock Exchange on 16th December 2020. Roland is...
692 Views
Roland IPO: Valuation
We would avoid the Roland IPO on long term fundamentals. However, Roland is an excellent hedge for a short position in Yamaha, whose valuation...
546 Views
Roland IPO Valuation: Cyclicality Unaccounted For
Roland is an iconic brand name that holds a leading position in the musical equipment industry, and the company’s return to the TSE after a six...
456 Views
Roland Corporation IPO: More In Tune Than Yamaha Lately
In this follow up report on Roland Corp (7944 JP) we dissect Roland’s resurgence following the MBO in 2014. Furthermore, we compare Roland’s pre...
449 Views