Shimano (7309) | Back in the Saddle
Inventory normalisation and a supportive UK retail read-through point to 2H restocking, keeping the bull case intact - — though at 20x EV/EBIT, the...
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Shimano (7309) | Pedalling Excess Capital
Shimano's excessive cash holdings are seen as a drag on shareholder returns, with activists pushing for a buyback to unlock value. Management's...
204 Views
Primer: Shimano Inc (7309 JP) - Aug 2026
Dominant Market Leader Facing Cyclical Headwinds: Shimano is the undisputed global leader in bicycle components, with an estimated market share...
92 Views
Shimano (7309) | Strong 1H Masks Cautious 2H
Strong 1H performance driven by forex gains and fishing outperformance, but 2H may face cost headwinds in the Middle East. Bicycle inventory...
133 Views
Japan Strategy Weekly | Carlyle's Kaonavi Deal Signals a Shift in Japanese Valuations
Carlyle's bid for Kaonavi underscores valuation gap between Japanese and US SaaS companies, attracting private equity interest. Japanese stocks up...
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