2021 High Conviction – Sony’s Year of the PS5
Sony is a key name investors should be focusing on in 2021 as we believe the company has outlined an excellent path to ensuring PS5 dominance and...
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2021 High Conviction - Konami: Buy as All Business Units Poised for Quicker Recovery and Growth
Konagi's stock is trading on the assumption that only its digital games are revenue plus levels but recent bullish outlooks on a speedier arrival...
270 Views
Is It Safe to Short NEXON into the Inclusion?
Nexon has bounced on the Nikkei 225 inclusion. It may not have bounced enough to be aggressively short. The forward fundamental multiple isn't...
322 Views
JAPAN PASSIVE: Who Owns What 2020?
There are many reasons why active investors in Japan should be interested in understanding the ownership and shareholder dynamics of passive...
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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