Z Holdings 3Q Update: A Lot of Hope but Little Substance
The market reacted positively for Z Holdings (4689 JP)’s 3Q FY03/20 results as Z’s share price increased by c.4% since the results were released...
400 Views
CyberAgent (4751 JP): Limited Upside in the Short-Run
Our bull thesis for CyberAgent has worked out well so far. CyberAgent’s share price has increased by c.29% since we last wrote about the company in...
521 Views
CyberAgent [Alternative Data]: Google Play Analytics of Hit Game Titles for 1Q FY09/20
We are observing a decline in Google Play rankings of CyberAgent’s highest grossing game title, GRANBLUE FANTASY, in October and...
514 Views
Global Labour Markets Are Starting to Slow Down – Time To "Lay Off" Recruit
Recruit Holdings (6098 JP)’s revenue exposure to the Japanese and global labour markets is around 84% which makes it cyclical and susceptible to...
927 Views
Japan - Shorts Increase on Pigeon, Fast Retailing; Decrease on Bandai Namco, Orix JREIT
The short notional in the market for the week ended 6 December is US$25.84bn (up by US$570m) with the largest short positions in Itochu Corp (8001...
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