Japan Specialist

Mark Chadwick

Over 20 years experience in equities and asset management in Asia and Japan. Qualified CFA with experience analyzing companies as a buy-side analyst. In-depth knowledge of company fundamental analysis, corporate governance and valuations.

Equity Bottom-Up

<ul>
<li>Nintendo will release its Q2 financial results this Tuesday, and we forecast operating profit (OP) to come in at ¥54 billion</li>
<li>We expect Nintendo may revise its full year guidance downward to reflect softer demand for Switch hardware.</li>
<li>In the short term, however, a bearish stance may be prudent, especially if Q2 results disappoint and Nintendo refrains from disclosing a Switch 2 timeline</li>
</ul>


Nintendo will release its Q2 financial results this Tuesday, and we forecast operating profit (OP) to come in at ¥54 billion
We expect Nintendo may revise its full year guidance downward to reflect softer demand for Switch hardware.
In the short term, however, a bearish stance may be prudent, especially if Q2 results disappoint and Nintendo refrains from disclosing a Switch 2 timeline


Nintendo

Nintendo (7974) | Q2 Earnings Preview