ANYCOLOR (5032 JP): The Long-Term Thesis Is Commerce, Not Streaming
ANYCOLOR’s value lies less in livestreaming than in its ability to repeatedly monetise a growing portfolio of living IP through commerce, while...
116 Views
[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...
489 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...
744 Views
[Quiddity Index] Globe-Ing (277A) Moves to TSE Prime to TOPIX
Globe-ing is a premier small management consultant specialising in AI (68% of revs). It wants to become a Japan-origin Palantir but works a bit...
345 Views