Koei Tecmo – Two New Sangokushi Games on Deck
KT delivered strong results yesterday with OP of ¥4.4bn exceeding consensus’ ¥3.6bn estimate by 22%. When we last wrote on KT back in April we...
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Nexon's "Realistic" Target Companies (Mostly from Japan) For US$1.5bil Cash
Which one or ones would Nexon hunt with US$1.5bil, which it got from Neople from late last year to this May? Or it may already be in discussion...
627 Views
Nintendo – Deftly Animal Crossing Over the COVID Trap
Nintendo blew the doors off with OP of ¥352.4bn vs. consensus at ¥314.9bn. Revenue of ¥1,308.5bn was also above consensus at ¥1,273bn, but by a...
614 Views
Koei-Tecmo – Plenty of Headroom to Play With
Koei-Tecmo reported strong results yesterday with OP of ¥14.1bn comfortably beating consensus’ ¥12.7bn and even our ¥13.5bn estimate which was...
528 Views
Japan Long Weekend Portfolio Blowout Theme Is Working Quickly
On Thursday we highlighted a number of stock pairs that had seen extreme levels of relative performance dislocations, speculating that this was due...
527 Views