Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul><li>Acer's subsidiaries are driving growth, providing resilience and optimism in the face of shifts in the PC market.</li><li>China's smartphone industry is experiencing a boom in the second quarter of 2024, indicating strong potential for growth.</li><li>A potential US ban on Chinese vehicle technology could deepen the technology rift with lasting effects, impacting various industries.</li></ul>

Acer's subsidiaries are driving growth, providing resilience and optimism in the face of shifts in the PC market.China's smartphone industry is experiencing a boom in the second quarter of 2024, indicating strong potential for growth.A potential US ban on Chinese vehicle technology could deepen the technology rift with lasting effects, impacting various industries.

Tech Supply Chain Tracker (09-Aug-2024): Acer subs drive growth, boost resilience amid PC changes.

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>AAOI recommends investing in Nintendo ahead of the launch of the Switch 2 console cycle in mid to late 2024</li><li>Analyst sees potential for multiple expansion, margin improvement, and continued monetization of intellectual property through theme parks and movies</li><li>Bullish on Nintendo's stock in absolute terms and relative to other companies in the video game and media sectors, predicting significant gains based on past launch cycles.</li></ul><p><em>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.</em></p>

AAOI recommends investing in Nintendo ahead of the launch of the Switch 2 console cycle in mid to late 2024Analyst sees potential for multiple expansion, margin improvement, and continued monetization of intellectual property through theme parks and moviesBullish on Nintendo's stock in absolute terms and relative to other companies in the video game and media sectors, predicting significant gains based on past launch cycles.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.

Nintendo Co Ltd (NTDOY) - Sunday, Jan 7, 2024

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Granite Bay Capital is an innovation focussed investment company with a deep focus on the companies at the leading edge of innovation across major themes such as AI, ubiquitous computing, sustainability, automation and longevity.

Thematic (Sector/Industry)

<p>Headline Developments On the back of the Epic v Apple case, documents were released highlighting that Google (GOOG) had considered buying Epic outright.  During the case, Epic Games outlined Google’s plans to develop “a series of internal projects to address the ‘contagion’ it perceived from efforts by Epic and others to offer consumers and developers competitive alternatives and has even contemplated buying some or all of Epic to squelch this threat”.</p>

Headline Developments On the back of the Epic v Apple case, documents were released highlighting that Google (GOOG) had considered buying Epic outright.  During the case, Epic Games outlined Google’s plans to develop “a series of internal projects to address the ‘contagion’ it perceived from efforts by Epic and others to offer consumers and developers competitive alternatives and has even contemplated buying some or all of Epic to squelch this threat”.

<h2><strong>Headline Developments</strong></h2><p>Steam, the video game distribution platform owned by Valve (private) , has released the long-rumoured handheld gaming device the Steam Deck; available from December (although big delays are expected with the premium $649 512GB version not available until 3Q22!).</p>

Headline DevelopmentsSteam, the video game distribution platform owned by Valve (private) , has released the long-rumoured handheld gaming device the Steam Deck; available from December (although big delays are expected with the premium $649 512GB version not available until 3Q22!).

Research from Asian Century Stocks, Asian Century Stocks

Michael Fritzell

Research from Asian Century Stocks

Providing financial journalism in the Asia-Pacific

Asian Century Stocks

Asian Century Stocks is a newsletter providing financial journalism for companies and stocks in the Asia-Pacific. 
The Asian Century Stocks logotype “百” stands for “one hundred” or a “century”. The economic centre of gravity is moving towards Asia. Yet most global investors are missing out.

<h2>Nintendo: Weighing the bull &amp; bear case</h2>
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</section>
<p>This week, I’ve decided to do something a little bit different. I asked Asian Century Stocks members on <a href="https://twitter.com/AsianCenturyStx/status/1411533672088412162" target="_blank" data-saferedirecturl="https://www.google.com/url?q=https://twitter.com/AsianCenturyStx/status/1411533672088412162&amp;source=gmail&amp;ust=1625792906595000&amp;usg=AFQjCNGkMC2C1bavo3fptA_UJy0enUFHfQ" rel="noopener">Twitter</a> to suggest a stock for me to review.</p>
<p>There was an overwhelming demand for me to review <a href="https://sg.finance.yahoo.com/quote/7974.T/" target="_blank" data-saferedirecturl="https://www.google.com/url?q=https://sg.finance.yahoo.com/quote/7974.T/&amp;source=gmail&amp;ust=1625792906595000&amp;usg=AFQjCNGgNPwG1jzFXWg2YNGBB4U7Zu5i_Q" rel="noopener">Nintendo</a> (7974 JP / NTDOY US). So here we go:</p>
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<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/217/326/original/image002.png?1625709643" class="editor-image img-responsive" data-smartkarma-image-id="217326"></figure>
</section>

Nintendo: Weighing the bull &amp; bear case



This week, I’ve decided to do something a little bit different. I asked Asian Century Stocks members on Twitter to suggest a stock for me to review.
There was an overwhelming demand for me to review Nintendo (7974 JP / NTDOY US). So here we go:




Japan

Nintendo Co., Ltd. globally develops, manufactures and sells home-use video game hardware and software in home entertainment business.  The company also produces home-game products including cards.

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Nintendo (7974 JP)

Tech Supply Chain Tracker (09-Aug-2024): Acer subs drive growth, boost resilience amid PC changes.

Acer's subsidiaries grow amid PC market changes, China's smartphone market booms, potential US ban on Chinese vehicle tech, Nintendo and Sony face...

Tech Supply Chain Tracker

Nintendo Co Ltd (NTDOY) - Sunday, Jan 7, 2024

Bullish on Nintendo's stock in absolute terms and relative to other companies in the video game and media sectors, predicting significant gains...

Value Investors Club

Weekly Innovation Review (WIRE) #44

Headline Developments On the back of the Epic v Apple case, documents were released highlighting that Google (GOOG) had considered buying Epic...

Granite Bay Capital

Weekly Innovation Review (WIRE) #41

Headline Developments: Steam , the video game distribution platform owned by Valve (private), has released the long-rumoured handheld gaming device...

Granite Bay Capital

Nintendo: Weighing the Bull & Bear Case

I will go through the main bullish and main bearish arguments for Nintendo and then wrap up with an expected earnings trajectory and how the stock...

Asian Century Stocks

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