TSMC – First Details of Japanese Investment Emerge
Sony is considering jointly investing in a new $7bn manufacturing facility with TSMC. These are the first details to emerge regarding the TSMC...
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Sony – The Marvel-Ous Master Plan
Sony continues to cross-pollinate its IP across mediums. This is something most companies fail at and this edge of Sony’s is what could lead them...
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Square Enix – The Market STILL Has Not Priced in the FFXIV Boom
In the middle of July we noted that Square Enix was benefitting from increased streamer interest in FFXIV at the expense of World of Warcraft. This...
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Japan Post Holdings Placement - The Final US$8bn Countdown - Past Deal Didn't Do Well
The Japanese government plans to sell over 26% or US$8bn worth of Japan Post Holdings (6178 JP). The selldown was originally slated for 2019.
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Global Fund Positioning Update: Japan Lows, US Highs, UK Value Rotation, Tencent & Alibaba Exit
A detailed look at investor positioning among 380 active Global strategies, covering the major themes in country, sector and stock exposure.
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