[Japan Event] DeNA (2432 JP) - BIG Buyback Does Not Spur Performance, YET
DeNA announced a large stake sale and buyback at the end of last month. The buyback is bigger than it looks. The stock looks cheap and is even...
421 Views
Smartkarma Corporate Webinar Recap: 17Live’s CEO on the Live Streaming Company's Outlook
17LIVE is a leading pure-play live streaming platform in Asia with key markets in Japan and Taiwan. Its business lines include Liver live...
23k Views
Sep24 Nikkei 225 Rebal - Still 1 ADD (Ryohin Keikaku), 1 DELETE, and 1 Very Large Very Dark Horse
The Nikkei 225 Rebal for Sep24 has 3mos before the data cutoff. I still see one ADD and one DELETE. There is a possible dark horse ADD, and Fast...
722 Views
Anycolor (5032) - Great Quarter Guys! Again. Context Issues. Still.
Anycolor had another great quarter. Revenues flying, OP up 90%yoy. Net Profit up. OPMs and NPMs at a record. And still limited coverage and take-up...
1.2k Views
July TOPIX FFW Rebal - Bigger Than Expected
The TOPIX July FFW Review is more interesting than it would appear at first glance. There are some trades to do too. Watch Rakuten, Nippon Paint,...
720 Views