[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
[Japan Event] DeNA (2432 JP) - Big Buyback Accretion Means Really Cheap (Unlevered) Bundle of Assets
DeNA is an interesting assortment of somewhat mundane businesses with a big pile of cash and securities. A buyback diminished that, but an asset...
213 Views
Primer: DeNA (2432 JP) - Jun 2026
DeNA is undergoing a significant capital structure transformation, highlighted by a large-scale share buyback program funded by the strategic...
101 Views
[Japan Event] DeNA (2432 JP) - BIG Buyback, Asset Sale, Murakami Selling, but Squeeze Building?
DeNA announced post-close today that they had cleared equity affiliate profit of ÂĄ35.3bn in the sale of GO shares with today's IPO. They still own...
295 Views
[Japan CorpGov] TSE "Mgmt Conscious" Reports (Apr26) - Small Updates, Several Surveys/Consultations
There were 484 corporate governance reports filed by TSE-listed companies in March. Investors should look at Future Initiatives doc from 7 April to...
295 Views