Capcom: Buying Into the RE9 Cycle
9697.T: Repurchased at 3620 JPY despite yen -15% drop. RE9 releases Feb 27 on 30th anniversary, western-focused = FX tailwinds. Trading below bearish analyst targets, analysts forecasting below mgmt guidance (rare). EV/EBIT 18-19x, expecting weak FY. Plan to exit around RE9 launch.
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