YAY: Thesis Rehash & Q4 Preview
We are rehashing our investment thesis on THS Maple ahead of Q4 and FY26 results, which are due by the end of October.We model Q4 revenue of $4.7M...
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Primer: THS Maple Holdings (YAY CN) - Aug 2026
THS Maple Holdings, a holding company that recently completed a qualifying transaction, is now focused on the production and global...
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THS Maple Holdings Ltd - Q2/26 Recap: All Our Research in One Place!
Quarterly Coverage Update This quarter marks two years since we launched our quarterly coverage recap. Over those last two years, our coverage...
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YAY: Soft Q3 Financials, Growth Thesis Still Intact
YAY signed an exclusivity agreement with Commercial Bakeries Corp. to act as the sole supplier of maple cream cookies in the Canadian travel and...
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THS Maple Holdings Ltd - Q1/26 Recap: All Our Research in One Place!
Q1/26 proved to be a challenging quarter for equity markets broadly, as macroeconomic uncertainty and risk-off sentiment weighed on indices across...
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