- 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.
For further details see:
Bandai Namco Holdings Inc.: Specialty Contents Player Has High Visibility And Predictable Free Cash Flow