Thinking Points Septeni Holdings (TSE: 4293) is one of the largest internet advertising agencies in Japan. Additionally, the company has a growing but still unprofitable Media business focused around a
Thinking Points Nintendo announced its partnership with Cygames, a well known Japanese mobile social game developer. According to management, this does not affect its partnership with DeNA (TSE: 2432), which
Thinking Points Japanese law played a big part in the slow adoption of Japanese e-sports. However, the Japanese e-sports industry is now organized enough to issue professional licenses which help
Thinking Points DeNA (TSE: 2432) is a company with Silicon Valley-like characteristics, primarily engaged in game development. At first glance, DeNA appears cheap at an 8x adjusted EV/EBIT, but the