π―π΅ JAPAN β’ Results & Revisions 11/βββββββββββββββββββββββ05 Tsumura, Sysmex, Terumo, Nintendo, MRE
β’ BEST & WORST β’ Thursday's best and worst pairing is herbal medicine specialist Tsumura (4540 JP) and our'Suga Short' recommendation Mitsui...
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Nintendo β Super Duper Marioβ¦ 2!
Nintendo continues to shatter records and consensus continues to lag drastically behind reality. The question is, how much upside is left and when...
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AMD β RX6000 Series Should Make Intel and Nvidia Sweat and TSMC and Nintendo Smile a Touch
AMD's ability to suddenly match or better Intel and Nvidia in CPUs and GPUs bodes well for the company but we also feel that GPU developments are...
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Is It Safe to Short NEXON into the Inclusion?
Nexon has bounced on the Nikkei 225 inclusion. It may not have bounced enough to be aggressively short. The forward fundamental multiple isn't...
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Koei-Tecmo β Up 107% in a Year, Yet Not Too Late to Own
Koei Tecmo Holdings 2Q results looked roughly in-line and the company announced a delay of a key title, but there are some real positives under the...
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