DeNA – Buyback Protects Downside but Net Cash and Investments Dilute Upside Potential
We have detailed our reasons for believing that there could be some upside to expectations for earnings on Nintendo’s mobile games such as Mario...
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Nintendo – “Switching” to an IP-Focused Business Model
With Shigeru Miyamoto himself declaring that he has Micky Mouse in his sights, Nintendo appears to be increasingly comfortable with its shift...
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CyberAgent (4751 JP): Buy the Dip?
Cyberagent Inc (4751 JP) reported its FY09/19 full-year financial results last week. Consolidated revenue and OP were ¥454 (+8.1% YoY) and ¥31bn...
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Nintendo - Too Early to Give up on Mario Kart Tour and Its Gatcha Mechanics
Initial revenue generation by Mario Kart Tour has disappointed and DeNA is down 9% since its launch while Nintendo is down 13% (partly due to...
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🇯🇵 JAPAN • Summer Results & Revision Scores - Large Caps
INTRODUCTION - Following on from our previous Insights covering the Market Composite, Sector and Peer Group Aggregate Results and Results &...
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