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AnyColor Inc’s FY 2025 provided solid evidence that refocusing their business structure and resources would provide the necessary catalyst to achieve self sufficiency in a market largely plagued by lack of imagination and stagnation. Realizing their lack of understanding in an English market and audience, a refocus on the Japanese and Asian markets have produced significant results, cut costs and as a result shareholders have rewarded Nijisanji’s efforts with strong market backing which propelled their share price past all-time highs.Read more

Hololive's Cover Corporation continues to experience margin compression due to: Excessive spending, increased annual salaries with employees working with Unreal and their Metaverse project plus a shortfall after a delayed response to Japan-U.S. tariff trade issues. Flat streaming revenue and negative concert/event results in Q3 shows the net result of loss of talent and a general pullback of streaming by talent after management rotated their revenue focus.Read more

How the RE Engine, a Decade of Remakes, and Cultural Phenomenon Status Are Powering One of Gaming's Most Durable Growth Stories I. The Thesis: Why Capcom Stands Apart As someone who has spent the better part of three decades with a controller in hand, I've watched the gaming industry cycle through booms and busts, studio closures and mass layoffs, and the slow erosion of consumer trust at the hands of rushed releases and predatory monetization.Read more

Initiating coverage A serial incubator of digital businesses, trading at a material discount – Ceres has a demonstrated track record of building businesses from scratch and crystallizing value at attractive returns. The Company incubated D2C from ¥10mn to ¥4.9bn in revenue, grew labol's GMV approximately 70x in four years, and generated a post-tax MOIC of 6.6x and ~31% IRR on the YUMEMI investment over eight years.Read more

Q3 FY4/26 results update Signs of earnings stabilisation – The key takeaway from Q1-3 FY4/26 results is that Macbee Planet experienced an improvement in earnings momentum, driven by a recovery trend in the investment and lending & card sectors in Q3 FY4/26. The company has also diversified its revenue base through new customer acquisitions and sector exposure.Read more

Q3 FY3/26 results update: Sports segment to lead the way – Q1–3 FY3/26 results reflected acquisitive sales growth following the consolidation of PointsBet Holdings, highlighting MIXI’s strategic shift toward the Sports segment. While the Betting business remains in an investment and scaling phase, strong user momentum was evident, with MAUs up 80% YoY, indicating growing traction for the TIPSTAR platform.Read more

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.Read more

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.Read more

Key Takeaways Strong performance in gaming and sports, with diversified revenue streams and enhanced user engagement, supports stable and growing earnings. Expansion into digital healthcare and operational efficiencies drive recurring revenues and profit margin improvement across key business segments.Read more