Companies that Change Segment Names Do Not Get Punished....
I have always known that Japanese companies change around their segments in order to make it more difficult for investors. I know this because when...
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Panasonic's Old School Investor Day
Panasonic (6752 JP) held their investor day earlier this week and the market seemed to like it, as the shares went to a 52-week high. Panasonic’s...
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Japan Display Visit Confirms Likelihood of Positive Restructuring Announcement at 1Q Results
Visiting JDI we came away with the impression that short-term news flow is likely to continue to be bad for several months but that a decisive and...
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Nintendo - New Mobile Pokemon Game
For those looking for a new iOS / Android Pokemon fix, MagiKarp Jump is to the rescue, in which you train your MagiKarp Pokemon to... jump. This...
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Sony (6758) Investor Day: Management, It's Time to Start Shedding Light on Potential Growth Drivers
Valuing Sony is always something of a subjective exercise. Our preferred way is to strip out financial services and the pictures division and look...
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