Podcast with Crypto Gigabrains, The Delphi Podcast

The Delphi Podcast

Podcast with Crypto Gigabrains

Conversations with Crypto Gigabrains. Hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures

Thematic (Sector/Industry)

<ul><li>The gaming industry is evolving with a focus on AI integration and innovative game loops.</li><li>Mobile gaming is expected to lead the way in terms of success and adoption in the coming years.</li><li>Ecosystems like Ronin and exchanges are playing a significant role in shaping the gaming landscape, with a focus on UGC and innovative token distribution mechanics.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The gaming industry is evolving with a focus on AI integration and innovative game loops.Mobile gaming is expected to lead the way in terms of success and adoption in the coming years.Ecosystems like Ronin and exchanges are playing a significant role in shaping the gaming landscape, with a focus on UGC and innovative token distribution mechanics.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Blue Lotus Non US Internet research, Blue Lotus Research Institute

Ying Pan

Blue Lotus Non US Internet research

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

<ul>
<li>Gaming Sector Update/NTES US: NPPA Releases November Domestic and Imported Game Approvals(+)</li>
<li>3690 HK/Douyin:Douyin Local Life’s Double 11 Sales Increase by 53% YoY, Indicating Rising Consumer Spending in China, Bodes Well for Meituan.(+)</li>
<li>BABA US/PDD US/JD US: Taobao/Tmall launches “Go Bargain” feature (+/+/+)</li>
</ul>


Gaming Sector Update/NTES US: NPPA Releases November Domestic and Imported Game Approvals(+)
3690 HK/Douyin:Douyin Local Life’s Double 11 Sales Increase by 53% YoY, Indicating Rising Consumer Spending in China, Bodes Well for Meituan.(+)
BABA US/PDD US/JD US: Taobao/Tmall launches “Go Bargain” feature (+/+/+)


[Blue Lotus Daily-TMT Update]:Gaming Sector Update/NTES US/3690 HK/Douyin/BABA US/PDD US/JD US/700HK

Global TMT Analyst, Ex-PM, 30 years experience

Neil Campling

Equity Bottom-Up

SQUARE ENIX HOLDINGS CO., LTD. develops and sells entertainment software for home video game consoles including Dragon Quest and Final Fantasy series. The Company also publishes books such as informational guide books for its game software, and comic magazines and books.  Additionally, Square Enix sells character goods and stationery items from its software products.

<ul>
<li>Gaming Award nominations could spark sales lift into key holiday selling season   </li>
<li>Highly watched Industry Scores are moving higher for FF7 Rebirth. FF7 Rebirth moving higher up key US gaming charts</li>
<li>Five CQ4 release titles could drive revenues higher from recent lower reset. Big valuation discount and balance sheet opportunities exist</li>
</ul>


Gaming Award nominations could spark sales lift into key holiday selling season   
Highly watched Industry Scores are moving higher for FF7 Rebirth. FF7 Rebirth moving higher up key US gaming charts
Five CQ4 release titles could drive revenues higher from recent lower reset. Big valuation discount and balance sheet opportunities exist


Gaming. Square Enix (9684 JP). 3 NOTABLE POSITIVES SO FAR IN OCTOBER. BIG MONTH AHEAD

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Galaxy Gaming, Inc. develops casino table games, electronic table games, and wagering systems.  The Company markets its games in North America and to cruise ships.

<ul><li>Galaxy Gaming, based in Las Vegas, offers a variety of games for casinos and cruise ships worldwide</li><li>Known for traditional and proprietary games, as well as popular side bets</li><li>CEO Matt Reback discusses company's financial success and future plans</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Galaxy Gaming, based in Las Vegas, offers a variety of games for casinos and cruise ships worldwideKnown for traditional and proprietary games, as well as popular side betsCEO Matt Reback discusses company's financial success and future plansThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Galaxy Gaming Inc (GLXZ) - Monday, Jun 3, 2024

Equity Analyst, LightStream Research

Shifara Samsudeen, ACMA, CGMA

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Tencent Holdings Limited operates as an investment holding company. The Company, through its subsidiaries, provides Internet and mobile value-added services (VAS), online advertising, and e-commerce transactions. Tencent Holdings offers services to users worldwide.

<ul>
<li>
<a href="https://www.smartkarma.com/entities/tencent-holdings-ltd" target="_blank" data-smartkarma-citation="entities:26:1" rel="noopener">Tencent (700 HK)</a> reported 2Q2024 results today which beat consensus. Domestic gaming resumed growth driven by the successful launch of DnF Mobile which continues to dominate charts in China.</li>
<li>All three business segments saw improvement in margins driven by Tencent's high-margin businesses incl. mini-programs, video accounts, short-videos, etc.</li>
<li>We expect continued recovery in Tencent’s earnings, however, remain cautious given slowdown in consumption spending and macroeconomic uncertainties.</li>
</ul>



Tencent (700 HK) reported 2Q2024 results today which beat consensus. Domestic gaming resumed growth driven by the successful launch of DnF Mobile which continues to dominate charts in China.
All three business segments saw improvement in margins driven by Tencent's high-margin businesses incl. mini-programs, video accounts, short-videos, etc.
We expect continued recovery in Tencent’s earnings, however, remain cautious given slowdown in consumption spending and macroeconomic uncertainties.


Tencent 2Q: Recent Launch of DnF Mobile Helps Domestic Gaming Return to Growth

Gaming
Playing from home

Delphi's Gaming Year Ahead 2025

Emerging trends in gaming industry include AI integration, mobile gaming dominance, UGC importance, blockchain usage, AI NPC spectator sports,...

The Delphi Podcast

[Blue Lotus Daily-TMT Update]:Gaming Sector Update/NTES US/3690 HK/Douyin/BABA US/PDD US/JD US/700HK

China's gaming sector sees growth in domestic and imported game approvals, Douyin's Double 11 sales surge indicates higher consumer spending, and...

Blue Lotus Research Institute

Gaming. Square Enix (9684 JP). 3 NOTABLE POSITIVES SO FAR IN OCTOBER. BIG MONTH AHEAD

Gaming award nominations and industry scores for FF7 Rebirth could boost sales during the holiday season. CQ4 releases may drive revenues higher...

Neil Campling

Galaxy Gaming Inc (GLXZ) - Monday, Jun 3, 2024

Galaxy Gaming, based in Las Vegas, offers a variety of games for casinos and cruise ships worldwide. Known for traditional and proprietary games,...

Value Investors Club

Tencent 2Q: Recent Launch of DnF Mobile Helps Domestic Gaming Return to Growth

Tencent's 2Q2024 results beats consensus, driven by growth in domestic gaming and high-margin businesses. Domestic gaming resumed growth driven by...

Shifara Samsudeen, ACMA, CGMA

Delphi's Gaming Year Ahead 2025

Emerging trends in gaming industry include AI integration, mobile gaming dominance, UGC importance, blockchain usage, AI NPC spectator sports,...

The Delphi Podcast

[Blue Lotus Daily-TMT Update]:Gaming Sector Update/NTES US/3690 HK/Douyin/BABA US/PDD US/JD US/700HK

​China's gaming sector sees growth in domestic and imported game approvals, Douyin's Double 11 sales surge indicates higher consumer spending, and...

Blue Lotus Research Institute

Gaming. Square Enix (9684 JP). 3 NOTABLE POSITIVES SO FAR IN OCTOBER. BIG MONTH AHEAD

​Gaming award nominations and industry scores for FF7 Rebirth could boost sales during the holiday season. CQ4 releases may drive revenues higher...

Neil Campling

Galaxy Gaming Inc (GLXZ) - Monday, Jun 3, 2024

Galaxy Gaming, based in Las Vegas, offers a variety of games for casinos and cruise ships worldwide. Known for traditional and proprietary games,...

Value Investors Club

Tencent 2Q: Recent Launch of DnF Mobile Helps Domestic Gaming Return to Growth

​Tencent's 2Q2024 results beats consensus, driven by growth in domestic gaming and high-margin businesses. Domestic gaming resumed growth driven by...

Shifara Samsudeen, ACMA, CGMA

China's gaming sector sees growth in domestic and imported game approvals, Douyin's Double 11 sales surge indicates higher consumer spending, and...

Gaming award nominations and industry scores for FF7 Rebirth could boost sales during the holiday season. CQ4 releases may drive revenues higher...

Tencent's 2Q2024 results beats consensus, driven by growth in domestic gaming and high-margin businesses. Domestic gaming resumed growth driven by...