Raising Nintendo's FVE to JPY 50,000 as the Switch Will Replicate the Success of the Wii
We raise our fair value estimate of Nintendo to JPY 50,000 from JPY 44,000, as we revise our lifetime shipment assumption of Nintendo Switch to 110...
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Nintendo's Revised Guidance Is Above Our Expectations, and We Still Expect a Room to Go Up
Nintendo revised its OP guidance for this fiscal year from JPY 65 billion to JPY 120 billion, which is in line with our forecast of JPY 110...
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Nintendo (7974) - Is Perfection Good Enough?
In a traditionally tough quarter for video game publishers, Nintendo Co Ltd (7974 JP) delivered in three months as much operating profit as Square...
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Companies Where Consensus and Company Guidance Are Far Apart.....
1H Earnings season is just around the corner for most Japanese companies and a lot of companies like to revise guidance when they annouce 1H...
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Buying Japan Tech Stocks
We have maintained our macro bullish view in the Nikkei from 17,000 and see increasing evidence that we will be able to clear the all mighty 21,000...
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