SANRIO : Bullish and Bearish Analyst Opinions

Lorraine Tan said she is favorable on gaming companies like Tencent, Sanrio, and Kobe Tecmo, which have pulled back on AI risk concerns but have competitive advantages. The selling was indiscriminate, and these companies have time over the next five years to strengthen their positions, offering good value. Long Tencent, Sanrio, and Kobe Tecmo as they are undervalued due to market overreaction. Changes in consumer preferences or regulatory issues in gaming industries.

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.