Freee 1Q: Turns Profitable Sooner Than We Expected
The key highlight of freee's 1Q results was the first-ever Adj. operating profits for the company, earlier than we expected. The Corporate Paying...
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Recruit Holdings: Another Quarter of Strong Earnings Despite Labour Markets Trending Downwards
Recruit's 2Q earnings beat expectations and raised full-year guidance. Global labor market trends downwards, however, Recruit's monetisation...
442 Views
M3: Earnings Trend Downward, ELAN Acquisition to Further Dilute Margins
• M3’s share price has dropped more than 18% since its 2Q earnings release. Both revenue and OP fell below consensus and we were surprised by the...
196 Views
High Conviction - CyberAgent: Market Overreacts to Conservative Guidance
CA's FY09/2025E guidance seems too conservative. Newly launched Abema Premium with Ads plan similar to Netflix (in 2022) should drive user and...
269 Views
Pony AI IPO: A Bumpy Ride
Chinese self-driving start-up Pony AI has filed for an IPO in the US. Self-driving operations is the company's core business which is still in...
444 Views