Nexon Sale: Nexon Japan Tender Price Estimations
This post estimates Nexon Japan tender price. For this, I use the same approach that a local PE named "MBK Partners" would use based on EBITDA...
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Nexon Sale: Key Questions at This Point & Most Realistic Answers
This post discusses the key questions on Nexon sale at this point. It then provides the most realistic answers to these questions from various...
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Nexon to Increase Focus on Mobile Gaming Amidst Talks of Possible Sale of the Company
The global gaming market is transitioning towards mobile gaming, which currently captures around 50% of market share. This has resulted in Korean...
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Nexon Controlling Stake Sale: Tax Situation Assessment & Tender Implications
This post looks at the tax situations that Nexon's Kim may be facing for each of the two options and the signals that he may be sending with regard...
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CyberAgent (4751 JP): Key Takeaways from Our Discussion with the IR Team
Our recent conversation with CyberAgent’s IR team suggests that a significant improvement in the OP margin is unlikely in the next few quarters....
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