Capcom – We Are Starting to Think… ¥100bn in OP Is Not Impossible Next Year
We believe that Monster Hunter Rise, Resident Evil Village and Monster Hunter Stories 2 could combine to drive unprecedented profitability at...
Softbank – Is Archegos the Bear Stearns CDO Funds in the Coalmine?
With a lot of signs of market stress emerging following a truly bubbly run up in 2020 we examine the prospects for a stock that has traditionally...
Capcom – A Quick Update on Our Top Short-Term Pick
Monster Hunter Rise looks set to put up some very nice numbers at release and beyond. It is one reason why Capcom is out top short-term pick, but...
Sony – Time to Add to Our 2021 Conviction Call as They Acquire Fighting Game Tournament Evo
We believe that Sony's just announced purchase of the Evo Championship Series has some interesting long-term implications that could fly under the...
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