China Gaming Restrictions 2.0
China has tightened restrictions on online games and the tightened regulations appear to target the most important drivers of mobile gaming...
1.1k Views
Denso – Thoughts On The Cross-Holdings Sell-Down
The trend of governance reform in Japan continues with Toyota, Toyota Industries and Aisin selling shares of Denso, marking an important milestone...
288 Views
Kokusai Electric IPO – Weaker Demand Than We Expected
The lowering of Kokusai Electric's IPO price range vs. the indicative pricing is a touch surprising to us and makes us cautious given this is a PE...
494 Views
Kokusai Electric IPO – Don’t Worry, This’ll Be Fine Too
While we are not especially negative the prospects for the initial open here, we are unconvinced that earnings will grow and see notable risks.
489 Views
Krafton IPO – This Should Be Pulled
In case you are looking for ideas that are bearish China but perhaps not directly in the firing line if positioning gets too stretched to the...
624 Views