Media Japanese Community

Cover Corporation hits a rough patch after management missteps and a costly platform project stalls, forcing the company into a rebuild mode. The key question now is whether leadership can narrow focus to the parts of Hololive that still drive growth while keeping costs from drifting higher.Read more

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

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

MIXI is leaning harder into sports betting as its next growth engine after buying PointsBet, with early signs that its TIPSTAR app is pulling in more users. At the same time, its long-running mobile game business throws off cash to fund the shift, but that legacy arm is slowing and needs a fresh hit.Read more

Nintendo’s next console could give the business a fresh boost over the next few years, helped by its family-friendly games and growing reach beyond gaming into movies and theme parks. But if the hardware launch disappoints or rivals push harder into portable gaming, the story could look very different.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

Capcom leans harder into digital sales, global markets, and more ways to reuse its hit game worlds across shows, collaborations, and competitive play—moves that could make its business steadier over time. But the company still depends heavily on a few blockbuster series, and rising development and talent costs could quickly squeeze results if a big release disappoints.Read more