Japanese Market Community

The launch of the next console in 2025 will most likely benefit Nintendo over the following three years, as it gradually gains traction. Risks A flop of the new console due to poor reception or high price.

Risks Are there any risks that your catalysts won't play out as expected? Latest expansion for their main earner (FF14) was not very well received.

Key Takeaways Expansion in the Metaverse and DX Businesses predicts enhanced revenue growth and profit starting 2027, driven by new SaaS products and stable revenue streams. Focused investments in game development, VTuber talent, and GP investments aim to secure long-term growth, improve margins, and ensure profit stability.

Key Takeaways Restructuring into Electronics and Environmental Materials divisions aims to boost future revenue and margins through efficiency and collaboration. Expanding international markets and strategic focus on high-demand sectors could drive significant revenue growth and enhance shareholder value.

Key Takeaways Marui Group aims to enhance revenue growth by expanding premium Epos Card offerings and leveraging retail-FinTech synergies for profitability. Innovative ventures and efficient space utilization strategies are expected to diversify income sources and improve long-term earnings and profit margins.

Key Takeaways TIPSTAR's high growth through improvements is bolstering revenues and EBITDA, while FamilyAlbum's expansion bolsters future revenue streams. Monster Strike's revenue improves through popular collaborations, and mixi2's rapid user growth could drive significant medium-term earnings.

Key Takeaways Expansion in industrial machinery and electrification-focused automotive products aims to boost revenue and diversifies NSK's sales portfolio. Structural reforms and digital transformation initiatives are expected to enhance profitability and operational efficiency by reducing operating costs.

Key Takeaways Enhancing user experience and implementing user safety measures may boost engagement, trust, and retention, positively impacting revenue and margins. New initiatives like fixed U.S. buyer fees and the transition of Mercari Hallo could simplify transactions and generate additional revenue streams.

Key Takeaways Internal and external growth strategies, including remodeling and property acquisitions, aim to boost future profitability and enhance long-term earnings. Sustainability initiatives and a stable financial base support cost reduction, net margin improvement, and earnings stability despite interest rate fluctuations.