JAKK: Further Tariff Proofing the Model Post Mgmt. Meetings; Reiterate Buy
We are reiterating our Buy rating and $40 price target, but lowering our 2025 and 2026 projections after meeting with JAKKS management and...
457 Views
Curator's Cut: The Next Labubu, Crypto Equities & Tracking APAC Buybacks
In this cut, we look at an Asian plush toy manufacturer not named Pop Mart or Dream Int'l, the mashup between crypto and equity markets and the...
781 Views
A 100% Tariffs on Films Produced Outside the U.S. - Negative on Korean Film Production Companies
Top three listed film/drama production companies in Korea including Studio Dragon, CJ ENM, and ContentreeJoongAng are likely to be negatively...
541 Views
Kayou IPO Preview: 250%+ Growth + FCF of $500M+ in 2024, Leader in the Trading Card Sector in China
Shanghai-based Kayou Inc., a Chinese trading card and collectible toy company, is seeking to raise capital in Hong Kong. Kayou Inc. has delivered...
1.3k Views
JAKK: 1Q Review: Impressive Q; Remain Cautious; Reiterate Buy, $40 PT
We are reiterating our Buy rating and $40 price target on JAKKS Pacific after the company demonstrated the overall strength of their business...
259 Views