Sony – Time to Add to Our 2021 Conviction Call as They Acquire Fighting Game Tournament Evo
We believe that Sony's just announced purchase of the Evo Championship Series has some interesting long-term implications that could fly under the...
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Bilibili Secondary Listing - Volatile but Should Be Hot
Bilibili plans to raise around US$3bn in its secondary listing in Hong Kong. We have covered the background of the deal in our earlier notes. In...
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🇯🇵 JAPAN • Results & Revisions 03/12 - Ya-Man, Tanseisha & Sharp
We resume our regular coverage of Japan's results and revision announcements...............................................................
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🇯🇵 JAPAN • Greensill, Gaming Payables & The Seven Samurai of Supply Chain Finance
As part of the fallout from Greensill Capital's collapse, much has been made of the risks involved in supply chain finance and the accounting...
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Global Fund Positioning in Japan: Underweight and Underowned
With the Nikkei 225 index breaking 30k this month, Global managers remain under-invested and underweight Japan versus the benchmark MSCI All...
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