Industry-specific characteristics and analysis points
Quantitative FY2025 comparison of Tokyo Marine, MS&AD and SOMPO using TDnet XBRL data.
Quantitative financial analysis of Mitsubishi Heavy, Kawasaki Heavy, and IHI (FY2021–FY2025, FY2026 Q3).
Quantitative comparison of FY2025 financials for five major Sogo Shosha—profit structure, cash flow, capital efficiency and shareholder returns.
XBRL-based comparative analysis of Mizuho, SMFG and MUFG (FY2025 & FY2026 Q3).
A practical guide to insurance-specific metrics, revenue structure, and how to analyze insurers like an investor.
Understand how trading companies make money, key risks, and the specialized metrics and models to analyze them.
How to analyze capital intensity and revenue structure in transportation sectors like airlines, rail, trucking, and shipping.
How to analyze utilities: regulation, revenue models, allowed returns, and practical methods for investors.
How to analyze telecoms using CapEx dynamics and subscription revenue metrics like ARPU, churn, and LTV-to-CAC.
How to analyze pharma R&D costs and value drug pipelines using risk-adjusted NPV, with step-by-step examples.
A sector-focused guide to analyzing construction firms: accounting nuances, backlog, WIP, cash flow, and risk.
A practical guide to analyzing service businesses, from utilization and pricing to margins and operating leverage.
Showing 1-12 of 17
