StubWorld: Bank of Kyoto, Wheelock/Wharf, AVIC, Alliance Global
This week in StubWorld ... Bank Of Kyoto (8369 JP) is "cheap" but management has no intention of unwinding its cross-holdings. Wheelock (20...
592 Views
Tencent Initiation - Remaining Underweight One of the New Conglomerates - Inteqres Practical Views
Mega Cap tech firms are the new conglomerates and Tencent is no different. Looking like they stepped straight out of the 1970s/80s using the BCG...
509 Views
Nintendo – All About the Ecosystem
We spoke to Nintendo today to check on conditions with the Switch Lite, Mario Kart Tour and mobile gaming, and the company’s overall thinking...
510 Views
DeNA – Buyback Protects Downside but Net Cash and Investments Dilute Upside Potential
We have detailed our reasons for believing that there could be some upside to expectations for earnings on Nintendo’s mobile games such as Mario...
361 Views
China Internet Weekly (9Dec19): AliPay Crashed, 327 Companies Bankrupt in 2019 Vs. 2145 in 2017
While researching Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not big...
335 Views