Primer: Bandai Namco Holdings (7832 JP) - Sep 2025
Dominant IP Portfolio Drives Diversified Revenue: Bandai Namco's core strength lies in its vast and globally recognized intellectual property...
112 Views
Dream International (1126 HK): Postcard From Hong Kong, October 2025
Meeting summary with the Dream International (1126 HK) management in Hong Kong. Recent share pullback values stock at ~8.9x P/E with a ~6.2%...
850 Views
Nikkei 225 Index Rebalance: NRI, Ryohin Keikaku IN; Nippon Paper, DIC OUT; Fast Retailing Capped
Nomura Research Institute and Ryohin Keikaku replace Nippon Paper and DIC in the Nikkei 225. Fast Retailing will be capped (and probably again in...
711 Views
2026 High Conviction: Sell Pop Mart Intl (9992 HK)
Pop Mart’s valuation assumes enduring super-IP momentum. With Labubu hype fading and no clear second growth engine, earnings risk skews to the...
393 Views
TOP TOY IPO Valuation Analysis: Is TOP TOY The Next Breakout IPO in Hong Kong?
TOP TOY, a fast-growing pop-culture collectibles brand company, is preparing for HK IPO. I have positive view of upcoming IPO and believe the...
466 Views