Korea Stock Market Monthly Recap #3 - (June 2016)
Our portfolio of top picks was up on average 3.0% from its inception on 1 May 2016 to end of June 2016 and during the same period, KOSPI was down...
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KDDI: More of the Same Please. Rising Return Story Intact
We met KDDI (and other operators) in Japan recently. The message remains generally positive as KDDI says that guidance for mobile service revenue...
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Tencent / Supercell - A Question of Control
Tencent's announcement regarding the acquisition of 84% stake in Supercell, the highly successful Finnish developer of mobile game Clash of Clans,...
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Softbank: More Money In, Nikesh Arora Out
It has been a very active 12 hours in the world of Softbank Group as two very significant news events have hit the tape. Softbank announced it...
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JAPAN: How a ToSTNeT-3 Buyback Works
Buybacks (or "own share purchases") by listed companies Japan are likely to be at a record this year. In only the first 5 months of calendar 2016,...
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