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...
354 Views
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...
410 Views
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.
163 Views
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.
375 Views
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...
410 Views