Research from Atrium Research, Atrium Research Corporation

Atrium Research

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Equity Bottom-Up

<ul>
<li>THS Maple manufactures and sells maple syrup and maple-flavoured products globally.</li>
<li>The Company is seeing strong growth due to distribution expansion and demand for natural sweeteners, with management guiding for 25% topline growth.</li>
<li>YAY has plenty of excess capacity to meet new demand.</li>
</ul>


THS Maple manufactures and sells maple syrup and maple-flavoured products globally.
The Company is seeing strong growth due to distribution expansion and demand for natural sweeteners, with management guiding for 25% topline growth.
YAY has plenty of excess capacity to meet new demand.


YAY: Positioned for Inflection as International Sales Accelerate

<ul><li>Quarterly Coverage Update Q3/26 marked a return to outperformance for our coverage universe.</li><li>Our covered companies rose 7.1% on average during the quarter, ahead of the S&P 500 (+2.2%), the TSX (+1.1%), and the TSXV, which declined 1.6%, generating ~6% of alpha over our benchmark (the TSX).</li><li>Our coverage universe has now outperformed its benchmark in seven of the nine quarters since we began tracking it (see Figure 1 below).</li></ul>

Quarterly Coverage Update Q3/26 marked a return to outperformance for our coverage universe.Our covered companies rose 7.1% on average during the quarter, ahead of the S&P 500 (+2.2%), the TSX (+1.1%), and the TSXV, which declined 1.6%, generating ~6% of alpha over our benchmark (the TSX).Our coverage universe has now outperformed its benchmark in seven of the nine quarters since we began tracking it (see Figure 1 below).

Mayfair Gold Corp - Q3/26 Recap: All Our Research in One Place!

Canada

THS Maple Holdings Ltd. operates as a holding company. The Company, through its subsidiaries, focuses on the identification and evaluation of businesses and assets with a view to completing a qualifying transaction.

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THS Maple Holdings (YAY CN)

YAY: Positioned for Inflection as International Sales Accelerate

The Company is seeing strong growth due to distribution expansion and demand for natural sweeteners, with management guiding for 25% topline growth.

Atrium Research

Mayfair Gold Corp - Q3/26 Recap: All Our Research in One Place!

Quarterly Coverage Update Q3/26 marked a return to outperformance for our coverage universe. Our covered companies rose 7.1% on average during the...

Atrium Research

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