Disney: The Market Loves a Feel Good Story
The stock market these days trades more on narrative then fundamentals. So if fundamentals don't get you valuation, try narrative. Disney "flipped...
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Oriental Land: Consensus Over Optimistic On FY21
Oriental Land (4661 JP), the operator of the Tokyo Disney Resorts, released its first-quarter results on 30th July 2020. As theme parks and hotels...
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How Much Is TikTok Worth?
We walk through potential acquirers for TikTok and think while Disney and Snapchat stand the most to gain, Microsoft or Apple are the most likely...
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TMT Weekly: 3 Things that Stood Out The Week of 7/24/2020
A few items that caught our eye this past week Alphabet Inc Cl C (GOOG US) removal of Shopping commissions, the "impact" of the Facebook Inc A (FB...
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Haichang Ocean Park Holdings Ltd: Timing Might Be Right for a Close Look on a Post Virus Bull Case
A strong asset base in 6 major parks plus two amusement parks battered by long term bearish sentiment exacerbated by the virus crisis produces a...
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