Vertex Technology Acquisition (VTAC SP)/17LIVE: Turn Off
Industry data and the financials suggest caution is warranted. The purchase consideration of 17LIVE in the De-SPAC transaction is S$925.1 million...
854 Views
JAPAN GOVERNANCE CHANGES II - Who Could Surprise on Buybacks? Quant Rankings
JAPAN GOVERNANCE: There is a buyback story coming. It will be big. Bigger than the past year or two, and it will continue. What to buy?
1.2k Views
DeNA (2432) Buyback - Accretive on a Low Leverage Business Which Will Grow In Time
DeNA (2432) is a nice pot of assets with a small business attached. It should be better. It appears to be on its way to getting better. It is very...
565 Views
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...
533 Views
Market Is Pricing a LINE Bump - Should It?
Seven and a half months ago, the Nikkei carried an article titled ć¤ćć¼ćØLINEćēµå¶ēµ±åćø which translates to "Yahoo and LINE, Towards a Merger."The article...
760 Views