Sector Capsule: Video Games in Taiwan
Headlines Current value sales grow by 8% in 2016 to reach TWD31.5 billion More consumers, omni-channel marketing, mobile devices and retailing fuel...
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LINE (3938 JP) - Running Fast, But Is It Actually Getting Anywhere?
We can see that LINE is eagerly trying to grasp as many opportunities and challenges as it can, now that it has achieved a huge and stable user...
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Companies that Change Segment Names Do Not Get Punished....
I have always known that Japanese companies change around their segments in order to make it more difficult for investors. I know this because when...
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Panasonic's Old School Investor Day
Panasonic (6752 JP) held their investor day earlier this week and the market seemed to like it, as the shares went to a 52-week high. Panasonic’s...
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Japan Display Visit Confirms Likelihood of Positive Restructuring Announcement at 1Q Results
Visiting JDI we came away with the impression that short-term news flow is likely to continue to be bad for several months but that a decisive and...
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