What Is Getting Blown Out of Portfolios Before the Long Weekend in Japan?
We previously highlighted the strong skew between names which have a heavy weighting in Topix vs. those which have a heavy weighting in the Nikkei....
549 Views
Koei-Tecmo – Deciphering the Profitability of Sangokushi Strategy
On 26 Jan, Koei-Tecmo reported underwhelming results with revenue of ¥10.11bn and OP of ¥2.99bn coming in below the consensus estimates of ¥10.47bn...
463 Views
Koei Tecmo – Aliba-Ba-Boom
Since we first wrote on KT in early November the stock has risen modestly by about 8%, outperforming a relatively strong TOPIX by 5.3%. We briefly...
620 Views
Koei Tecmo – Open Sesame
After flatlining between early 2017 and mid 2019 and range trading between roughly ¥1,800-2,000, Koei Tecmo’s (KT) stock is up about 20% in four...
521 Views
Gundam Gets Jiggy - A Voice Cries "Chotto Matte"
I expected an "easy" Tender Offer in Bandai Namco Holdings (7832 JP)'s "cleanup" of Gundam merchandising IP licensee/owner Sotsu Co Ltd (3711 JP)...
831 Views