top of page
new Japan Guru icon.jpg

No.1 English-language social media platform for Japanese stocks

Powered by Japan Guru

3765 Gunho

  • Writer: Japan Guru
    Japan Guru
  • Jul 5
  • 1 min read

The smartphone game "Puzzle & Dragons" is the main source of revenue, and the company also develops PC online games and home games.

 
 
 

7 Comments


Japan Guru
Japan Guru
Sep 23

interview piece ahead of the extraordinary shareholder mtg with SC founder Maruki:


https://www.buffett-code.com/articles/27940

Like

Japan Guru
Japan Guru
Sep 23
Source: Strategic Capital
Source: Strategic Capital

Today (Sept 24, 2025) at 10am, extraordinary shareholder mtg called by activist Strategic Capital ("SC") takes place


The agenda proposed by the shareholder is to fire the CEO


The votes take place in the context of:

  • net cash = 90% of mkt cap

  • declining trajectory of operating performance

  • SC's previous shareholder proposals at March AGM having garnered 40% votes (*the proposal was to change the articles of incorporation to make dividends and the cancellation of treasury stock a general meeting resolution)

  • At March AGM, the appointment of CEO was opposed by around 25% of shareholders

  • the CEO has never took time to meet SC saying he is "too busy developing games")


SC says they don't need a super human to…


Like

Japan Guru
Japan Guru
Jul 23

Today (JUL 23, 2025), Strategic Capital ran an ad on Nikkei Newspaper on their portfolio names, including this, kindly including a mobile friendly QR code taking us to their HP....


ree

Like

Japan Guru
Japan Guru
Jul 19

Son Taizo to increase ownership in Gunho, from 14.44% to 17.36%, maybe to defend against the activist intervention?


https://x.com/makemmd/status/1946041151162667028

Like

Japan Guru
Japan Guru
Jul 05

stock on a steady decline trajectory....maybe Taizo Son likes it in view of potential MBO


pbr 1.2x / EV/EBITDA 3x......a gaming company that trades like a regional bank


https://x.com/makemmd/status/1941149944846672134

Like
bottom of page