Nintendo - Management Has Finally Got the Message
The news that Nintendo and Apple are tieing up to bring a Super Mario game (Super Mario Run) to smartphones is huge at a number of levels. The...
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Nexon - Trouble at Mill?
Japan-listed mobile gaming stocks in general had a bad June quarter. One or two (Gree, Colopl) had bad results, some (Gungho, Mixi) had results...
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Pokémon GO - A Thought Snack IIa: What's It Worth To Nintendo? We Have Some Minimal Clarity
On Friday after the close, for the sake of clarity, Nintendo (7974 JP) issued a Notice Regarding the Impact of "Pokémon GO" on the Consolidated...
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LINE: Biggest Tech IPO in 2016 (Part 3)
Our base case one year target price valuation for LINE Corp is 3,676 Yen (implied market cap of 772 billion Yen or US$7.6 billion), representing...
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LINE: Biggest Tech IPO in 2016 (Part 2)
This is Part 2 of our three parts reports on LINE Corp IPO. This report provides an in-depth analysis of the company's three major revenue...
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