Nintendo (7974) | Delayed...Or Just Fashionably Late
Nintendo's share price drops on Switch 2 delay rumors, but long-term outlook remains strong with bullish sentiment and potential 25% upside.
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FineToday Pre-IPO - The Positives - Established Brands Across Multiple Regions
CVC Capital is aiming to raise over US$500m, via selling some of its stake in FineToday Holdings Co Ltd (289A JP) in Japan. In this note, we talk...
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MUFG Cross-Shareholding - At Least US$20bn of Cross-Shareholding to Sell, Taking It Slow
Following up on our earlier cross-shareholding notes, in this note we look at MUFG (8306 JP)’s cross-shareholding. MUFG had a stake of over US$100m...
636 Views
KWEB Attractive, Toyota and JD.com Best in Breed
Chinese softness feels like a rear view mirror story. Leaders in Japan likely to continue to flourish. Invest accordingly.
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First Run of Tech/Semis' Guidance Tells Us What Industries and Companies to Avoid
First Run of Tech/Semis' Guidance Tells Us What Industries and Companies to Avoid; Weaknesses to be seen in industrial, general non-AI server semi,...
979 Views