Conviction Call Sony – Revised Guidance Still Extremely Conservative
Sony guidance remains extremely conservative as margin projections are conservative to the point of absurdity. We expect further upward revisions.
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Cloud Village (NetEase Music) Pre-IPO - Tencent Music Peer Comp, Regulatory Impact
Cloud Village Inc. (CVI), also known as NetEase Music, plans to raise around US$1bn in its Hong Kong IPO. The company has also obtained investments...
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Conviction Call Sony – Integrating ESports and Betting Into the Gaming Ecosystem
Following its purchase of the EVO fighting game tournament in March, Sony has plans to capture eSports betting and tournament organisation within...
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Weekly Innovation Review (WIRE) #39
Headline Developments: Another week, another major cyber attack! Last Friday, a global ransomware attack hit up to 1,500 companies
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Sumo Logic: Getting Back On Track, Growth Ahead
We reaffirm our 12-month price target of $30 on the shares of Sumo Logic and see further upside potential, driven by accelerated rate of new...
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