Global Equity Strategy: Bullish Outlook Intact
The MSCI ACWI index (USD) is breaking out to all-time highs while the MSCI EM index (local) is breaking above its prior highs from January. This is...
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Global Equity Strategy: Bullish Outlook Intact
Our outlook remains bullish and we continue to believe that the path of least resistance remains higher for global equities (MSCI ACWI). As long as...
355 Views
Square Enix – Strength of Balanced Business Portfolio Shines Through
Square Enix reported strong numbers yesterday with EBIT of ¥24.5bn exceeding consensus’ ¥9.5bn by 159%. We previously flagged that Square Enix was...
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🇯🇵 JAPAN • Results & Revisions 6th August - Nintendo, Yamada Denki, Terumo, Toyota, Shiseido
•BEST & WORST 6th AUGUST •The 'best' and 'worst' from yesterday's large-cap announcements came from Square Enix (9684 JP) and Shiseido (4911...
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Nexon's "Realistic" Target Companies (Mostly from Japan) For US$1.5bil Cash
Which one or ones would Nexon hunt with US$1.5bil, which it got from Neople from late last year to this May? Or it may already be in discussion...
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