Overcoming Deflation Is Not Enough Part II: Japanese Services
The under-performance of Japan's non-IT sector was our focus last time (see Japan Non-IT Industries: Overcoming Deflation Not Enough ), where we...
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Nexon - Trouble at Mill?
Japan-listed mobile gaming stocks in general had a bad June quarter. One or two (Gree, Colopl) had bad results, some (Gungho, Mixi) had results...
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Pokémon GO - A Thought Snack II: What's It Worth To Nintendo?
Nintendo shares are up 90% in the last 8 trading days since the day before the launch of the newest product with Nintendo content. The market cap...
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LINE: Biggest Tech IPO in 2016 (Part 3)
Our base case one year target price valuation for LINE Corp is 3,676 Yen (implied market cap of 772 billion Yen or US$7.6 billion), representing...
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LINE: Biggest Tech IPO in 2016 (Part 2)
This is Part 2 of our three parts reports on LINE Corp IPO. This report provides an in-depth analysis of the company's three major revenue...
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