ENTITY
Yamada Denki

Yamada Denki (9831 JP)

110
Analysis
Consumer DiscretionaryJapan
YAMADA DENKI CO., LTD. operates consumer electronic mass sales stores throughout Japan. The Company sells home appliances, audio & visual systems, office automation equipment, telecommunication equipment, software, and computers. The Company also provides repair services for its merchandises.
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bearishYamada Denki
04 Oct 2022 17:13

Yamada Holdings: Time to Lock In Profits

Even though we got our revenue expectations wrong and profit margins were disappointing as expected, our valuation idea played out with a return of...

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bullishYamada Denki
04 Sep 2022 07:57

Yamada Denki (9831) Buyback Progress Strong But Big Impact To Come

Yamada Denki has bought back 8.3% of shares out ex-Treasury in 4mos, and after the Day1 pop, it hasn't outperformed peers. It's cheap, the buyback...

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29 Aug 2022 18:01

Japanese Retailing 2021-22: What's Really Going on and What's Next?

There is increasing divergence between the winners and losers in Japanese retailing and the following in-depth review looks at performance in the...

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bullishYamada Denki
23 Apr 2023 07:05

Last Week in Event SPACE: Yamada Denki, Genting, HKBN, Toyo Construction

The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...

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bullishYamada Denki
18 Apr 2023 22:47

Yamada Denki (9831) Buyback Almost Done and Odd Dividend "Cut", and a Lightbulb Dilemma

Yamada Denki/Holdings is cheap. It is 8x earnings and 0.55x book. And that is AFTER a GINORMOUS buyback which has been disappointing. Now the...

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