Z IN | Stellar Q3; but Long Term Growth Prospects Warrant Attention
In spite of a stellar quarter (Q3 FY19), we remain cautious on Zee Entertainment Enterprises (Z IN) and the prospects of broadcasters in India....
1.5k Views
Korean Stock Market Sectors 2018 Review & 2019 Outlook
In this report, we review the major sectors' performance in the Korean stock market in 2018 and also provide our outlook for them in 2019. We...
945 Views
DeNA (2432): Undervalued Internet Stock
Dena Co Ltd (2432 JP) used to be the GO-GO internet stock for both retail and institutional investors in Japan during the previous bull run before...
1.1k Views
Tencent Music Entertainment IPO: Read Throughs from Momo's and YY's 3Q18
Two takeaways from Momo Inc's (MOMO US) and YY Inc's ADR (YY US) 3Q18 are 1) live streaming sales growth decelerated swiftly plus subdued 4Q18...
504 Views
Obscuring the True Cost of Management (North America)
The accounting rules for equity compensation are deeply flawed. They obscure the true cost and imply there is no impact on cashflow. In reality,...
447 Views