Global Equity Strategy: Bullish Outlook Intact
Our outlook remains bullish and we continue to believe that the path of least resistance remains higher for global equities (MSCI ACWI). As long as...
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Square Enix – Strength of Balanced Business Portfolio Shines Through
Square Enix reported strong numbers yesterday with EBIT of ¥24.5bn exceeding consensus’ ¥9.5bn by 159%. We previously flagged that Square Enix was...
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🇯🇵 JAPAN • Results & Revisions 6th August - Nintendo, Yamada Denki, Terumo, Toyota, Shiseido
•BEST & WORST 6th AUGUST •The 'best' and 'worst' from yesterday's large-cap announcements came from Square Enix (9684 JP) and Shiseido (4911...
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Nexon's "Realistic" Target Companies (Mostly from Japan) For US$1.5bil Cash
Which one or ones would Nexon hunt with US$1.5bil, which it got from Neople from late last year to this May? Or it may already be in discussion...
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Square Enix – FF7RE Is the Cherry, Not the Sundae
Much of the market commentary surrounding Square Enix has surrounded disappointment over the 3.5m units of FF7RE sales during the three days...
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