2021 High Conviction – Sony’s Year of the PS5
Sony is a key name investors should be focusing on in 2021 as we believe the company has outlined an excellent path to ensuring PS5 dominance and...
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Asia Short Interest Weekly: Shorts Continue to Rise in HK, Japan & Taiwan; Korea Ban to Be Lifted
Short interest continued to increase in HK, Japan and Taiwan, while the FSC has announced that the short sell ban in Korea will be lifted on 15...
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Square Enix – Losses in HD Games Disappointing
Square Enix disappointed with its 2Q earnings and weak guidance. Nevertheless, we believe guidance is conservative and strengthening HD Games could...
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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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Small Cap Growth: Link-U (4446) – Undercutting AWS
Link-U (4446 JP) is a young, fast-growing technology company in an attractive sector. Indications are that the company has a strong moat around...
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