Gaming Drags Down Sony’s FY03/20 Results; PS5 Is on Track for Launch in 2020
Sony reported its fourth quarter and full-year FY03/2020 results on Thursday (13th May 2020). The revenue and operating income dropped 4.7% YoY...
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Nintendo – Deftly Animal Crossing Over the COVID Trap
Nintendo blew the doors off with OP of ¥352.4bn vs. consensus at ¥314.9bn. Revenue of ¥1,308.5bn was also above consensus at ¥1,273bn, but by a...
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Nintendo – ValueAct Won’t Change Much but You Should Pay Attention to Animal Crossing’s Strength
Early this morning it was revealed that activist investor ValueAct had taken a 2.1% stake in Nintendo. ValueAct appears to have been building this...
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What Are US Smartphone Users Downloading While in Lockdown?
In this note, we look at the Google Play rankings of some popular mobile apps in the US, offered by public companies and potential IPO candidates,...
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JAPAN DELTA IV - Is The GPIF In Buying?
The GPIF is the world's largest pension fund at what was $1.6 trillion-plus at the end of December 2019. The management of the GPIF has made...
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