Research from Atrium Research, Atrium Research Corporation

Atrium Research

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.

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>We are rehashing our investment thesis on THS Maple ahead of Q4 and FY26 results, which are due by the end of October.</li>
<li>We model Q4 revenue of $4.7M (+13% YoY) and FY26 revenue of $16.4M (+14% YoY).</li>
<li>YAY recently celebrated its 50th anniversary, with its products now sold in over 30 markets after opening in the Philippines, Australia, and New Zealand this year.</li>
</ul>


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 (+13% YoY) and FY26 revenue of $16.4M (+14% YoY).
YAY recently celebrated its 50th anniversary, with its products now sold in over 30 markets after opening in the Philippines, Australia, and New Zealand this year.


THS Maple Holdings

YAY: Thesis Rehash & Q4 Preview