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...
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Recruit Holdings [Alternative Data]: Indeed Is Flat Even Before COVID-19 Hits
A slowdown in the HR Technology business, which operates two popular employment websites, indeed.com (Indeed) and glassdoor.com (Glassdoor), is one...
519 Views
CyberAgent [Alternative Data]: Google Play Rankings of AbemaTV and Hit Game Titles for 2Q FY09/20
GRANBLUE FANTASY seems to have recovered partially from its lean period last quarter. However, its grossing ranking is still down #6 positions YoY...
532 Views
Recruit Holdings 3Q Update: Risks Have Started to Materialise
Recruit Holdings (6098 JP)’s 3Q FY03/20 results show early signs of the risks that we highlighted in our previous notes materialising. In our...
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Recruit Holdings [Alternative Data]: Should the Slowdown in Indeed Warrant a Discount?
A slowdown in the HR Technology business, which operates two popular employment websites, indeed.com (Indeed) and glassdoor.com (Glassdoor), is one...
577 Views