KONAMI

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06:12
Feb 20
Alice French Japan Equities Reporter, Bloomberg Bloomberg Markets
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.
KONAMI

About KONAMI Analyst Coverage

Buzzberg tracks KONAMI across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.