ENTITY
Yamaha Corp

Yamaha Corp (7951 JP)

76
Analysis
Consumer DiscretionaryJapan
YAMAHA CORPORATION mainly manufactures musical instruments, audio equipment, and golf equipment. The Company also produces information & communication equipment and semiconductors. Yamaha operates recreation business. The Company has many overseas subsidiaries.
more
Refresh
bearishYamaha Corp
11 Dec 2020 16:59

Roland Returns at Cheaper Multiples: Not Going to Sing Well With Yamaha

Yamaha’s biggest competitor, Roland, is scheduled to make a return to the first section of Tokyo Stock Exchange on 16th December 2020. Roland is...

Logo
426 Views
Share
bearishRoland Corp
10 Dec 2020 00:46

Roland IPO: Valuation

We would avoid the Roland IPO on long term fundamentals. However, Roland is an excellent hedge for a short position in Yamaha, whose valuation...

Logo
314 Views
Share
bearishRoland Corp
02 Dec 2020 09:07

Roland IPO Valuation: Cyclicality Unaccounted For

Roland is an iconic brand name that holds a leading position in the musical equipment industry, and the company’s return to the TSE after a six...

Logo
289 Views
Share
bullishRoland Corp
23 Nov 2020 10:16

Roland Corporation IPO: More In Tune Than Yamaha Lately

In this follow up report on Roland Corp (7944 JP) we dissect Roland’s resurgence following the MBO in 2014. Furthermore, we compare Roland’s pre...

Logo
278 Views
Share
04 Nov 2020 06:00

🇯🇵 JAPAN • Results & Revisions 11/​​​​​​​​​​​​​​​​​​​​​02 - Hirose, Yamaha, CTC & NTT Data, ORIX

• BEST & WORST • Monday's best and worst pairing is connector specialist Hirose Electric (6806 JP) and finance conglomerate Orix (8591 JP).

Logo
222 Views
Share
x