Research Synthesis

Investment

Sell-Side Opinions: Entertainment & Leisure - Jan 31, 2026

Editor's Notes: * We conducted a quick survey of recent research reports on the Entertainment & Leisure sector, following two key events: * Konami: Rose 8% yesterday, driven by positive mobile gaming momentum and an upward revision to guidance. * Sands China: Fell 7% on Thursday, Jan 29, due to disappointing

Investment

Sell-Side Opinions: Accenture (ACN) - Jan 03, 2026

Editor's Notes * I mentioned Accenture as a potential target to look into after their Dec 18 earnings in a previous newsletter. Their strong performance vs. AI impact and soft IT cycle phase provided an interesting entry point - multiples close to 10-year low. * Below is a new experimental