Capcom – Profit Hiding Points to Two Blowout Quarters Upcoming
Despite ho-hum 3Q results, with Monster Hunter Rise and Resident Evil 8 gearing up for launch, we believe the next two quarters will see historic...
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Capcom – Top Conviction Short Term as Resident Evil Should Drive a Scary Rally
We believe several catalysts are setting up to make Capcom exceptionally attractive on the long side over the next three to four months.
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Asia Short Interest: Sinopec, Kingdee, Anta, Recruit, Capcom, Sharp, Celltrion, Samsung, Delta, TSMC
The Short Interest report looks at large weekly movements across HK, Japan, Korea and Taiwan. Ping An saw a huge increase in shorts while TSMC saw...
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Capcom – Staggering Profitability
The sell side has been slow to pick up on the drastic improvement in Capcom and the gaming sector's profitability. We look ahead at Capcom's LT...
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Is It Safe to Short NEXON into the Inclusion?
Nexon has bounced on the Nikkei 225 inclusion. It may not have bounced enough to be aggressively short. The forward fundamental multiple isn't...
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