bearish

Nintendo

Nintendo (7974) | Game Over for Switch

652 Views07 Feb 2023 21:51
Our thesis is that the hardware cycle has peaked and that the share price will head lower in tandem with the dwindling top line
Boomeranged on Thu, 3 Aug 2023 15:52
NEW: 1Q operating profit at Y185bn (+82% YoY) and above street forecast of Y144b. The key difference is likely royalty income from the Mario Movie and bte unit sales of new Zelda game. Of the ~Y100b yoy improvement in gross profit, I estimate that the movie/zelda account for ~Y20b/80b. No change to full year OP guidance.
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 2-minute read)
Discussions
(Paid Plans Only)
chart-bar
x