Global Equity Strategy: Buy the Dips
Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in...
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Capcom – Underlying Profitability Improvement Drives Breakout to All Time Highs
Capcom released strong results yesterday with margins in particular impressing as OPM for the Digital Contents segment hitting 47%, just below the...
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Capcom – Catalysts for Earnings Stability
We look ahead through 2020 at the variety of catalysts that lie ahead for Capcom and its major tiles. In particular, today’s launch of Monster...
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Nintendo – A Visit to the Nintendo Tokyo Store in Shibuya
We visited the Nintendo Tokyo Store based in the Parco Department Store in Shibuya today to get an idea of exactly how popular the store is given...
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Apple to Launch Video Streaming and Gaming Services to Reduce Its Dependence on IPhone Sales
Apple (AAPL US), on Tuesday refreshed its line of iPhones for 2019 and announced the iPhone 11, iPhone 11 Pro and iPhone 11 Pro Max. The three new...
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