Global Equity Strategy: Stick With Technology
Global indexes remain overwhelmingly positive which is supported by the fact that there is a dearth of breakdowns. Overall our big picture view...
365 Views
Nexon's "Realistic" Target Companies (Mostly from Japan) For US$1.5bil Cash
Which one or ones would Nexon hunt with US$1.5bil, which it got from Neople from late last year to this May? Or it may already be in discussion...
437 Views
Gaming Drags Down Sony’s FY03/20 Results; PS5 Is on Track for Launch in 2020
Sony reported its fourth quarter and full-year FY03/2020 results on Thursday (13th May 2020). The revenue and operating income dropped 4.7% YoY...
262 Views
Capcom – Changes in Seasonality Patterns a Focus
We had touted the possibility of a significant beat at the OP level for Capcom on account of improvements in the underlying profit structure at the...
213 Views
Nintendo – Deftly Animal Crossing Over the COVID Trap
Nintendo blew the doors off with OP of ¥352.4bn vs. consensus at ¥314.9bn. Revenue of ¥1,308.5bn was also above consensus at ¥1,273bn, but by a...
428 Views