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2024-02-06 12:31:25 ET Summary Short-term results are down, but long-term tailwinds remain. Softening demand is expected to pick up again in upcoming quarters, as we come down from record sales. The bicycle components market is expected to grow faster than the general economy,...
2023-10-13 11:16:41 ET Summary Shimano is the global market leader in cycling components with a 70% share in the mid to high-end market. Recent trading conditions have been difficult, with the company lowering its FY12/2023 guidance due to high market inventories and rising input ...
2023-09-05 00:05:46 ET Summary Shimano reported its results for the first half of 2023, which included a lowered guidance, leading to a decline in the share price. While the current year will probably be tougher than expected for Shimano's business, the company remains confident a...
2023-09-02 05:25:15 ET Summary Shimano, a Japanese firm specializing in bicycle components and fishing gear, has underperformed the S&P 500 but is potentially undervalued. Despite a decline in net sales and operating income, Shimano remains on a strong growth path and is finan...
2023-04-23 07:03:23 ET Summary Shimano is the market leading company for bicycle components and one of the leading players in fishing equipment. After benefitting remarkably from increasing demand during the pandemic, Shimano's sales are cooling down again. As growth prospects...
2023-03-26 07:41:27 ET Summary Shimano initiated FY2023 guidance in its latest earnings release for the 4th quarter of FY2022. The part of my initial thesis regarding possible currency tailwinds played out as expected and there should be more room for currency tailwinds left. ...
Summary Shimano reported better-than-expected FY2022 results. The company’s corporate governance and capital allocation align more with shareholders than ever. FY2023 guidance is conservative, even compared to our worst-case scenarios. I update Shimano’s fair value...
Summary Shimano is the world's largest bike component manufacturer, with ~50% market share for all parts and ~70% for the high-end range. The business has endured the test of time (+100years) and competition, and the stock has returned 6x over the past ten years. Value creation has ...
Summary Shimano is the market leader in mid- to high-end bicycle key components, with a 70% market share. The bike components market is expected to grow at 6-7% while Shimano trades at a 6% FCF-yield, resulting in 12% long-term growth potential. My DCF-valuation indicates Shim...
Summary Shimano's Q2 FY12/2022 results indicated signs of cost inflation with gross margins being weaker than expected. We expect bike sales units to fall YoY in the key European market, hence current consensus forecasts appear too bullish. Valuations on consensus forecasts ar...
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Cross Your City, ADO A20F Fat Tire Urban Ebike Debuts FRANKFURT & LONDON, July 2, 2021 - (ACN Newswire) - Innovative startup ADO officially debuts the A20F off-road commuter Ebike globally on July 1st. The A20F is positioned as an urban off-road Ebike, able to conquer all ...
Cross the City, ADO Debuts A20F Ebike with Fat Tire FRANKFURT & LONDON, July 1, 2021 - (ACN Newswire) - Innovative startup ADO officially debuts the A20F off-road commuter Ebike across global on July 1st. The A20F is positioned as an urban off-road Ebike, able to conquer a...
ADO Debuts A20 Urban Off-Road Commuter Ebike across EU on May 6 FRANKFURT & LONDON, May 3, 2021 - (ACN Newswire) - Innovative startup ADO officially debuts the A20 off-road commuter Ebike across EU countries on May 6. The A20 is positioned as an urban off-road Ebike, able ...