Alice French

Japan Equities Reporter, Bloomberg
@alice_c_french · tracked since Feb 2026
Calls 3 3 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
KONAMI long +5.9%
Worst Calls
NTDOY long -18.2%
SANRIO long -15.4%
Most Mentioned
NTDOY ×1
SANRIO ×1
KONAMI ×1
Recent Calls
KONAMI long 3 months ago
SANRIO long 3 months ago
NTDOY long 3 months ago
Win Rate 33% Long 3 Short 0
Win Rate
7d 100%
30d 100%
90d 33%
Average Return -9.2% Long Return -9.2% Short Return -
Average Return
7d +6.9%
30d +4.9%
90d -10.6%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
KONAMI KONAMI KONAMI
Long
Feb 20
$50.50
+5.9%
Japan's pop culture exports now exceed its semiconductor exports. Tourism is booming due to the weak Yen. The weak Yen acts as a double subsidy: it makes Japanese IP (games, anime, merchandise) cheaper for global buyers and makes Japan a cheap destination for tourists who buy merchandise locally. Companies with strong global IP portfolios are effectively currency-hedged growth plays. LONG Japanese IP-heavy equities. A sudden strengthening of the JPY would reverse the tourism/export trend.
Japan's pop culture exports now exceed its semiconductor exports. Tourism is booming due to the weak Yen. The weak Yen acts as a double subsidy: it makes Japanese IP (games, anime, merchandise) cheaper for global buyers and makes Japan a cheap destination for tourists who buy merchandise locally. Companies with strong global IP portfolios are effectively currency-hedged growth plays. LONG Japanese IP-heavy equities. A sudden strengthening of the JPY would reverse the tourism/export trend.
Consumer
YOUTUBE
NTDOY Nintendo... Nintendo Co., Ltd.
Long
Feb 20
$13.98
-18.2%
Japan's pop culture exports now exceed its semiconductor exports. Tourism is booming due to the weak Yen. The weak Yen acts as a double subsidy: it makes Japanese IP (games, anime, merchandise) cheaper for global buyers and makes Japan a cheap destination for tourists who buy merchandise locally. Companies with strong global IP portfolios are effectively currency-hedged growth plays. LONG Japanese IP-heavy equities. A sudden strengthening of the JPY would reverse the tourism/export trend.
Japan's pop culture exports now exceed its semiconductor exports. Tourism is booming due to the weak Yen. The weak Yen acts as a double subsidy: it makes Japanese IP (games, anime, merchandise) cheaper for global buyers and makes Japan a cheap destination for tourists who buy merchandise locally. Companies with strong global IP portfolios are effectively currency-hedged growth plays. LONG Japanese IP-heavy equities. A sudden strengthening of the JPY would reverse the tourism/export trend.
Consumer
YOUTUBE
SANRIO SANRIO SANRIO
Long
Feb 20
$1059.00
-15.4%
Japan's pop culture exports now exceed its semiconductor exports. Tourism is booming due to the weak Yen. The weak Yen acts as a double subsidy: it makes Japanese IP (games, anime, merchandise) cheaper for global buyers and makes Japan a cheap destination for tourists who buy merchandise locally. Companies with strong global IP portfolios are effectively currency-hedged growth plays. LONG Japanese IP-heavy equities. A sudden strengthening of the JPY would reverse the tourism/export trend.
Japan's pop culture exports now exceed its semiconductor exports. Tourism is booming due to the weak Yen. The weak Yen acts as a double subsidy: it makes Japanese IP (games, anime, merchandise) cheaper for global buyers and makes Japan a cheap destination for tourists who buy merchandise locally. Companies with strong global IP portfolios are effectively currency-hedged growth plays. LONG Japanese IP-heavy equities. A sudden strengthening of the JPY would reverse the tourism/export trend.
Consumer
YOUTUBE
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