How the Growth of Watching Games and Microtransactions Reinforces Moats
Since their birth over 50 years ago, video games have continued to evolve from the arcade to home consoles to more recently the small screen. The...
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Sea Ltd IPO Review - E-Commerce Constitutes 64% of SOTP Valuation
Sea Ltd (SE US) is raising approximately US$600m in its upcoming IPO.In our previous insight, Sea Ltd IPO Review - A Pure Exposure to SE Asia’s...
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Square Enix's Left Alive Is Star of Tokyo Game Show
Square Enix [SQE] (9684 JP) finally broke through the ¥4,000 level on Friday, Sept 22nd, and you have to go back to the 1990s tech bubble for when...
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Time to Take Profits on NCsoft
We believe now is the time to take profits on NCsoft Corp (036570 KS). We first recommended NCsoft on 1 April 2017 and the stock has been up 50%...
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Sector Capsule: Video Games in Taiwan
Headlines Current value sales grow by 8% in 2016 to reach TWD31.5 billion More consumers, omni-channel marketing, mobile devices and retailing fuel...
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