Market Is Pricing a LINE Bump - Should It?
Seven and a half months ago, the Nikkei carried an article titled ヤフーとLINE、経営統合へ which translates to "Yahoo and LINE, Towards a Merger."The article...
760 Views
Recruit Holdings: 4Q Results Could Pass as Decent but Things Could Go South From This Point
Recruit Holdings (6098 JP)’s share price has increased by around 53% since the first week of April, following the initial COVID-19 jitters....
601 Views
Recruit Holdings: Likely to Reach Full-Year Guidance but Bad News Could Be on the Way
We believe it is likely for Recruit Holdings (6098 JP) to reach its full-year EBITDA guidance for FY03/20. However, we remain bearish, as we expect...
441 Views
CyberAgent: A Full-Year OP Beat Is Possible if Game Business Growth Upholds
In our previous note, CyberAgent: Likely to Remain Resilient During the Pandemic, we mentioned that, despite worries over the prospects of its...
356 Views
CyberAgent: Likely to Remain Resilient During the Pandemic
Our long thesis for Cyberagent Inc (4751 JP) has worked out well so far. CyberAgent’s share price has increased by c.30% since we wrote about the...
543 Views