Primer: Bandai Namco Holdings (7832 JP) - Sep 2025
Dominant IP Portfolio Drives Diversified Revenue: Bandai Namco's core strength lies in its vast and globally recognized intellectual property...
85 Views
Dream International (1126 HK): Postcard From Hong Kong, October 2025
Meeting summary with the Dream International (1126 HK) management in Hong Kong. Recent share pullback values stock at ~8.9x P/E with a ~6.2%...
804 Views
Nikkei 225 Index Rebalance: NRI, Ryohin Keikaku IN; Nippon Paper, DIC OUT; Fast Retailing Capped
Nomura Research Institute and Ryohin Keikaku replace Nippon Paper and DIC in the Nikkei 225. Fast Retailing will be capped (and probably again in...
700 Views
Bloks Group (0325.HK): Stock Premium Is Not Justified, Growth Has Slowed, ~30% Downside
​Bloks Group shares significantly underperformed over the last four months as IPO lockup expired and growth slowed in 2025. However, the stock...
593 Views
Pop Mart (9992 HK): Index Inclusion & Beyond. Toy Craze or Emerging ACG Play?
Pop Mart trades less like a toy maker and more like an ACG aspirant. Whether that valuation is justified depends on management’s ability to prove...
504 Views