CyberAgent Down 18% After FY09/18 Earnings; We Are Still Bullish
Cyberagent Inc (4751 JP) reported FY09/18 financial results last Thursday (25th October). CyberAgent reported revenue of JPY420bn (+13%YoY) and OP...
566 Views
Yahoo Japan: A Quick Look at Fundamentals Post Altaba Sell Down
Yahoo Japan (4689 JP)’s share price recovered slightly in the past two weeks after Altaba’s sell down earlier in the month. YJ’s share price fell...
692 Views
Raksul IPO: Under the Radar, Shouldn't Be, but Too Expensive to Get Excited Immediately
Raksul (ラクスル) can be read in Japanese as "to make easy", and within the printing and delivery markets, that is precisely what the company aims to...
542 Views
Asatsu (9747) - Are Chances of a Counter Bid Being Underplayed?
One of the really extraordinary features of the discussion over the Asatsu DK (9747 JP) bid is the lack of discussion about a counter bid by WPP...
625 Views
Bain's Bid for ADK: Silchester and WPP Both Say "Undervalued" But Not Clear Why
On October 2nd, Asatsu Dk Inc (9747 JP) (hereafter "ADK") announced it had decided to terminate its 19-year Alliance with WPP PLC (WPP LN) and had...
607 Views