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Nintendo
SE
Serpentaire
Community Contributor
Uncertain/Neutral - 3 Years
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.
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JP¥7.61k
FV
69.2% overvalued
intrinsic discount
4.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
8 months ago
author updated this narrative
GREE Holdings
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Legacy Gaming Will Hinder Growth Yet Open Doors
Key Takeaways Slowing domestic growth and aging core users may mute revenue expansion despite growing global mobile and digital opportunities. Heavy reliance on legacy titles, delayed new releases, and global competition threaten both monetization consistency and meaningful long-term diversification.
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JP¥580.00
FV
17.1% undervalued
intrinsic discount
5.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
New
narrative
GREE Holdings
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Digital Transformation Will Drive Global Mobile Gaming And Virtual Communities
Key Takeaways Ongoing investment in proprietary IP, operational streamlining, and international expansion position GREE for margin improvements and more stable, diversified revenue streams. Scalable monetization in VTuber, Metaverse, and digital solutions, alongside community-driven platforms, fuels potential for sustained high growth and recurring earnings.
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JP¥800.00
FV
39.9% undervalued
intrinsic discount
5.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
New
narrative
GREE Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Restructuring And Business Expansion Will Increase Competitiveness And Diversify Revenue Streams
Key Takeaways Restructuring and new ventures in gaming and anime aim to boost revenue, with aggressive VTuber investments enhancing profitability through diverse income streams. Transitioning business models to stable, recurring revenue sources across sectors could improve margins, while new console game ventures diversify revenue streams.
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JP¥670.00
FV
28.2% undervalued
intrinsic discount
5.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
3 days ago
author updated this narrative
MIXI
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Chiba Jets' New Arena And Monster Strike Collaborations May Improve Future Prospects Despite Challenges
Key Takeaways International expansion and strategic collaborations are expected to drive revenue growth, enhancing profitability in the Sports and Digital Entertainment segments. Investments in product improvements and user acquisition are anticipated to boost future revenue, despite short-term EBITDA declines.
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JP¥2.80k
FV
24.3% overvalued
intrinsic discount
2.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 days ago
author updated this narrative
Kakaku.com
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Kyujin Box's Marketing And Tabelog's Promotions Will Fuel Future Success
Key Takeaways Strategic mass advertising for Kyujin Box suggests ambitious growth, potentially increasing market share and revenue despite upfront costs. Planned M&A activities aim to diversify revenue streams, potentially stabilizing earnings and offsetting low growth in real estate and travel segments.
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JP¥2.79k
FV
5.7% undervalued
intrinsic discount
14.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
CyberAgent
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Expanding Anime Production And New Game Releases Will Drive Future Profitability
Key Takeaways CyberAgent's focus on anime content and IP expansion is expected to enhance profitability and boost future revenue and operating margins positively. Leveraging AI in Internet Advertising is set to improve operational efficiency, while new game releases aim for revenue growth and improved earnings.
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JP¥1.66k
FV
5.3% undervalued
intrinsic discount
5.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
Dentsu Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Investing In Integrated Growth Solutions And Modern Media Will Drive Competitiveness In Future Markets
Key Takeaways The midterm management plan targets profitability by reevaluating underperforming businesses and implementing cost control measures to improve net margins by 2027. Strategic focus on integrated growth and large markets with strong positions aims to enhance competitiveness, market share, and shareholder value.
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JP¥3.36k
FV
10.2% undervalued
intrinsic discount
2.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
4 days ago
author updated this narrative
9697
Capcom
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Global Expansion And Digital Distribution Will Strengthen Future Position
Key Takeaways Expanding globally, especially in emerging markets and digital platforms, is expected to grow Capcom's revenues and international presence. Diversified content strategies and investment in talent and technology aim to boost operational efficiency, broaden audiences, and stabilize recurring income.
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JP¥4.61k
FV
6.4% undervalued
intrinsic discount
9.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
4 days ago
author updated this narrative
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