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Capcom Co Ltd (9697 JP)
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105
Analysis
Information Technology
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Japan
CAPCOM CO., LTD. develops consumer video game software. The Company also develops, manufactures, markets, and leases arcade game machines. Capcom also operates amusement facilities.
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bearish
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Ana Holdings
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19 Mar 2020 10:35
What Is Getting Blown Out of Portfolios Before the Long Weekend in Japan?
We previously highlighted the strong skew between names which have a heavy weighting in Topix vs. those which have a heavy weighting in the Nikkei....
Mio Kato
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367 Views
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bullish
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Toyota Motor
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17 Mar 2020 19:47
The Topix Vs. Nikkei Skew
With the BOJ announcing yesterday that it would double the upper limit of its ETF purchases to ¥12trn a year and its previous policy shift to...
Mio Kato
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523 Views
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bullish
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Capcom Co Ltd
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10 Mar 2020 07:46
Capcom – 4 Key Titles Next Year Could Drive Guidance Above Consensus
In spite of the overall risk-off environment we remain broadly positive on Japanese gaming names. The shift to digital downloads remains a tailwind...
Mio Kato
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241 Views
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bullish
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MSCI ACWI Index
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20 Feb 2020 07:53
Global Equity Strategy: Buy the Dips
Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in...
Vermilion Research
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413 Views
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bullish
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Capcom Co Ltd
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05 Feb 2020 09:42
Capcom – Underlying Profitability Improvement Drives Breakout to All Time Highs
Capcom released strong results yesterday with margins in particular impressing as OPM for the Digital Contents segment hitting 47%, just below the...
Mio Kato
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344 Views
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