JAPAN FLOW I: The BOJ's New ETF Buying
Last Thursday, the BOJ announced the results of its Monetary Policy Committee meeting for July. It was a "late" announcement, coming at 12:45, and...
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Who Owns Pokemon? Well, It Really IS Complicated...
Although Nintendo is (by its standards) quick to acknowledge its 32% stake in The Pokemon Co (TPC), it has long been thought this understates...
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Melco Holdings BuyBack: Start of a Trend?
The decision by Melco Holdings to buy back 15% of outstanding shares is an announcement that is likely to be picked up by a few lucky holders of...
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Augmented Reality as New Driver for Semis?
We see VR (Virtual Reality) might be only a niche application to drive semiconductor demand but believe spectacles type Magic Leap’s Photonic...
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Pokémon GO - A Thought Snack IIa: What's It Worth To Nintendo? We Have Some Minimal Clarity
On Friday after the close, for the sake of clarity, Nintendo (7974 JP) issued a Notice Regarding the Impact of "Pokémon GO" on the Consolidated...
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