High Conviction 2024 – CyberAgent: Strong Recovery in Gaming While Media Biz Reports Profits
CyberAgent's 2Q results were strong with an earnings beat. Newly released games have helped further recovery in Gaming biz while Media reported...
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Lasertec (6920 JP): Further to Fall
Lasertec is down more than 20% but still looks overvalued as weak orders at ASML, disappointing guidance at TSMC and uncertain equipment demand at...
192 Views
Investor Activism Update: Seven & I Sets the Path in Investor Activism Battle
To us, it seems that instead of merely capitulating to Value Act's demands, Seven & I is strategically dictating the terms, with Value Act...
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Lalatech IPO: 1H2023 Numbers Point to Strong Improvement in Financials
Lalatech has refiled for an IPO on the Hong Kong Stock Exchange and this insight will offer readers a glimpse into the company's last IPO filing....
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Shift: On a Road to Recovery
Shift's share price has been down more than 50% YTD due to a drop in the company's margins in 1QFY08/2024. There has been a notable improvement in...
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