NCBDY - Bandai Namco Holdings Inc.: Specialty Contents Player Has High Visibility And Predictable Free Cash Flow

• Bandai Namco has shown that it has a resilient and defensive business model during the pandemic but its performance lagged its peers.
• Its focus on specialty content attracts committed and loyal consumers, which allows the business to have high earnings visibility, predictable free cash flow generation, and stable growth prospects.
• As a business with sustainable growth prospects for the medium to long term, we are bullish on the shares.

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