Japan Specialist

Mark Chadwick

Over 20 years experience in equities and asset management in Asia and Japan. Qualified CFA with experience analyzing companies as a buy-side analyst. In-depth knowledge of company fundamental analysis, corporate governance and valuations.

CyberAgent (4751) | World Cup Boost for Abema

Good Morning Japan | Stocks Holds Gains Head of Jobs; Samurai Blues - Giant Killers (Again !)

Equity Bottom-Up

<ul>
<li>Supersized profits in the game division will of course normalise, but there are strategies to extend profits in the segment</li>
<li>At 7x EV/EBITDA we think the market has become too pessimistic on the long-term outlook for not only games, but also internet advertising and media</li>
<li>The company will release Q3 results in three days time - we expect a them to beat consensus </li>
</ul>


Supersized profits in the game division will of course normalise, but there are strategies to extend profits in the segment
At 7x EV/EBITDA we think the market has become too pessimistic on the long-term outlook for not only games, but also internet advertising and media
The company will release Q3 results in three days time - we expect a them to beat consensus 


Cyberagent (4751) | More than a One-Hit Wonder

CyberAgent Inc

Cyberagent (4751) | More than a One-Hit Wonder