Sony – 2021 Conviction Call Hiding Profits
Our analysis suggests that Sony has joined its gaming brethren in hiding profit in its booming gaming segment and OP should be up very...
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Sony - 2021 High Conviction Call Estimates for Wed Results and Next FY
Given the 17% move in Sony shares over two days when it last reported, we examine the potential for an earnings beat this year and what earnings...
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Softbank – Is Archegos the Bear Stearns CDO Funds in the Coalmine?
With a lot of signs of market stress emerging following a truly bubbly run up in 2020 we examine the prospects for a stock that has traditionally...
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Nintendo – Nintendo Targets AR as Sony Consolidates VR
There are signs that the gaming world could split between strong AR implementations by Nintendo and strong VR implementations by Sony.
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ECM Weekly (21st March 2021) - Bairong, Bilibili HK, Energy Monster, Zhihu, IDP Edu, Ming Yuan Cloud
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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