Dream International (1126 HK): Postcard From Hong Kong, October 2025
Meeting summary with the Dream International (1126 HK) management in Hong Kong. Recent share pullback values stock at ~8.9x P/E with a ~6.2%...
807 Views
JAKK: 3Q Review: Taking Safer Route in an Unsure World; Reiterate Buy, $30 PT
We are reiterating our Buy rating and $30 price target for JAKKS Pacific after the company reported 3Q25 (September) results even worse than our...
523 Views
JAKK: 3Q Preview: Feeling the Pain While Derisking Business Model; Reit Buy, PT
We are reiterating our Buy rating, $30 price target and projections for JAKKS Pacific with the company announcing 3Q25 (September) results after...
452 Views
JAKK: Mgmt. Meetings; Living in a Low Risk World; Lowering PT, Reiterate Buy
We are reiterating our Buy rating, but lowering our projections for 2025 and 2026 and reducing our JAKK price target to $30 (from $40), or 9.8X...
193 Views
JAKK: United Kingdom Tour; Leveraging Opportunities; Reiterate Buy, $40 PT
We are reiterating our Buy rating, $40 price target and projections for JAKKS Pacific after touring suburban London with JAKKS management. The...
164 Views