Research from Asian Century Stocks, Asian Century Stocks

Michael Fritzell

Research from Asian Century Stocks

Providing financial journalism in the Asia-Pacific

Asian Century Stocks

Asian Century Stocks is a newsletter providing financial journalism for companies and stocks in the Asia-Pacific. 
The Asian Century Stocks logotype “百” stands for “one hundred” or a “century”. The economic centre of gravity is moving towards Asia. Yet most global investors are missing out.

Equity Bottom-Up

<h2>Nintendo: Weighing the bull &amp; bear case</h2>
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<p>This week, I’ve decided to do something a little bit different. I asked Asian Century Stocks members on <a href="https://twitter.com/AsianCenturyStx/status/1411533672088412162" target="_blank" data-saferedirecturl="https://www.google.com/url?q=https://twitter.com/AsianCenturyStx/status/1411533672088412162&amp;source=gmail&amp;ust=1625792906595000&amp;usg=AFQjCNGkMC2C1bavo3fptA_UJy0enUFHfQ" rel="noopener">Twitter</a> to suggest a stock for me to review.</p>
<p>There was an overwhelming demand for me to review <a href="https://sg.finance.yahoo.com/quote/7974.T/" target="_blank" data-saferedirecturl="https://www.google.com/url?q=https://sg.finance.yahoo.com/quote/7974.T/&amp;source=gmail&amp;ust=1625792906595000&amp;usg=AFQjCNGgNPwG1jzFXWg2YNGBB4U7Zu5i_Q" rel="noopener">Nintendo</a> (7974 JP / NTDOY US). So here we go:</p>
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Nintendo: Weighing the bull &amp; bear case



This week, I’ve decided to do something a little bit different. I asked Asian Century Stocks members on Twitter to suggest a stock for me to review.
There was an overwhelming demand for me to review Nintendo (7974 JP / NTDOY US). So here we go:




Latest News from the World’s Leading Innovators

Granite Bay Capital

An innovation focussed investment company

Granite Bay Capital is an innovation focussed investment company with a deep focus on the companies at the leading edge of innovation across major themes such as AI, ubiquitous computing, sustainability, automation and longevity.

Thematic (Sector/Industry)

<p>Headline Developments Facebook’s (FB) Reality Labs have provided a glimpse of a wrist-worn AR interface concept that would allow users to more fluidly interact with augmented environments, as in the video below.  More specifically, the device uses electromyography (EMG) sensors to interpret nerve signals and interact with the environment.</p>

Headline Developments Facebook’s (FB) Reality Labs have provided a glimpse of a wrist-worn AR interface concept that would allow users to more fluidly interact with augmented environments, as in the video below.  More specifically, the device uses electromyography (EMG) sensors to interpret nerve signals and interact with the environment.

Actionable Insights, Assured Alpha, ANTYA Investments

ANTYA Investments

Actionable Insights, Assured Alpha

Investing That Empowers You

ANTYA Investments Inc., regulated by the Ontario Securities Commission, is registered to provide wealth management services in Canada. ANTYA manages institutional, and high net-worth client portfolios on a discretionary basis. Our investment philosophy embraces a Core-Satellite approach.  The core of the portfolio is chosen from a group of fifteen asset classes. A few stock specific asymmetrical investment opportunities comprise the satellite segment. ANTYA invests only in global, large capitalization, and investment grade companies.  

<p>With each passing month, we grow more steadfast in our belief that The Fed will show greater resolve than currently anticipated by many investors. The U.S. labour market is exceptionally tight where it matters, i.e. in high-skill and or high-training jobs and is now close to the edge in low-skilled employment as the data highlighted in this insight by us show. In terms of sector and stock positioning ....</p>

With each passing month, we grow more steadfast in our belief that The Fed will show greater resolve than currently anticipated by many investors. The U.S. labour market is exceptionally tight where it matters, i.e. in high-skill and or high-training jobs and is now close to the edge in low-skilled employment as the data highlighted in this insight by us show. In terms of sector and stock positioning ....

April Employment Report - Foreshadows a Continued Weakness in Yen and Weaker Emerging Markets

Japan

Nintendo Co., Ltd. globally develops, manufactures and sells home-use video game hardware and software in home entertainment business.  The company also produces home-game products including cards.

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Nintendo (7974 JP)

Nintendo: Weighing the Bull & Bear Case

I will go through the main bullish and main bearish arguments for Nintendo and then wrap up with an expected earnings trajectory and how the stock...

Asian Century Stocks

Weekly Innovation Review (WIRE) #23

Headline Developments Facebook’s (FB) Reality Labs have provided a glimpse of a wrist-worn AR interface concept that would allow users to more...

Granite Bay Capital

April Employment Report - Foreshadows a Continued Weakness in Yen and Weaker Emerging Markets

With each passing month, we grow more steadfast in our belief that The Fed will show greater resolve than currently anticipated by many investors....

ANTYA Investments

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