reports
- Chris Hoare
Rakuten (Reduce, TP: ¥400, -51%) Q1 24 Quick Take: Mobile still lacki...
Rakuten Mobile continues to lack traction, driving an overall disappointing set of figures. The company continues to guide towards breakeven in Mobile by year end, but has introduced a new way of looking at Mobile profitability, by focusing on losses excluding acquisition costs and including the impact on EC which we think paves the way for dropping this guidance later in the year.
- Pelham Smithers
- Joel Scheiman
- Chris Hoare
Rakuten (Reduce, TP: ¥400, -47%) Not on track to hit breakeven targets
Rakuten has seen stronger customer growth recently. In this note, we analyse whether Rakuten is on track to hit its target 8-10m customers and ¥2,500-3,000 ARPU by year end, and what this means for Rakuten’s target EBITDA breakeven by Dec 2024.
Les ventes de Dragon’s Dogma 2 de Capcom dépassent les 2,5 millions d'...
OSAKA, Japon--(BUSINESS WIRE)-- Capcom Co., Ltd. (TOKYO:9697) annonce aujourd'hui que les ventes mondiales de Dragon’s Dogma 2 ont dépassé les 2,5 millions d'unités. Ce communiqué de presse contient des éléments multimédias. Voir le communiqué complet ici : Dragon's Dogma 2 is the latest game in Capcom's beloved action RPG series. (Graphic: Business Wire) Lancé douze ans après l'opus original, Dragon’s Dogma 2 est un jeu d’action se déroulant dans un monde ouvert tentaculaire offrant une grande liberté de gameplay. Le jeu permet d'évoluer dans un vaste environnement à la fois fantastique et t...
Capcom’s Dragon’s Dogma 2 Sales Top 2.5 Million Units!
OSAKA, Japan--(BUSINESS WIRE)-- Capcom Co., Ltd. (TOKYO:9697) today announced that worldwide sales of Dragon’s Dogma 2 surpassed 2.5 million units. This press release features multimedia. View the full release here: Dragon's Dogma 2 is the latest game in Capcom's beloved action RPG series. (Graphic: Business Wire) Coming twelve years after the original, Dragon’s Dogma 2 is an action game set in a sprawling open world with a high degree of freedom. The game allows players to enjoy an intricately crafted, all-too-real fantasy setting while providing a taste of adventuring in a group of up to fo...
- Chris Hoare
Capcom s’adjuge pour la deuxième fois le premier rang du classement de...
OSAKA, Japon--(BUSINESS WIRE)-- Capcom Co., Ltd. (TOKYO : 9697), distinguée pour la deuxième fois en tant qu’éditeur de jeux vidéo le plus apprécié, se place au premier rang du classement annuel 2023 de l’Annual Game Publisher Rankings de Metacritic. Metacritic est un site web où les critiques de films, jeux vidéo, émissions de télévision ou albums du monde entier se voient attribuer une cote dont la moyenne pondérée est appelée « Metascore », 100 étant le score maximum possible. Chaque année, dans son Annual Game Publisher Rankings, Metacritic classe les éditeurs du monde entier sur la base...
Capcom Ranked Number One for the Second Time in Metacritic’s Annual Ga...
OSAKA, Japan--(BUSINESS WIRE)-- Capcom Co., Ltd. (TOKYO:9697) was recognized as the most highly reviewed video game publisher for the second time, taking the number one spot for 2023 in Metacritic’s Annual Game Publisher Rankings. Metacritic is a website where reviews from critics around the world for movies, video games, TV shows, or albums, are assigned a score, the weighted average of which is called a “Metascore,” with 100 being the maximum score possible. Each year in their Annual Game Publisher Rankings, Metacritic ranks publishers worldwide based upon factors such as the average score...
- Chris Hoare
Asia Telco Tour Feedback, Improving growth, ROCE and shareholder remun...
We ran our Asia Telco tour last week. This time we met 12 companies in 3 countries (Korea, Japan, Thailand). Telco share prices in all 3 of these countries have been pretty strong recently as telcos continue to benefit from generally positive themes: growth, return on capital and shareholder remuneration are all typically improving.
- Pelham Smithers
PSA Media & entertainment: Is NFT Gaming Making a Comeback?
With Bitcoin above US$70,000, it is perhaps no surprise that interest in NFT / blockchain gaming is on the increase. Is this yet another flash in the pan,? Or is it a sustainable business model for video game developers? Pelham Smithers discusses.
Monster Hunter: World de Capcom dépasse les 25 millions d'unités vendu...
OSAKA, Japon--(BUSINESS WIRE)-- Capcom Co., Ltd. (TOKYO:9697) annonce aujourd'hui que Monster Hunter: World s'est vendu à plus de 25 millions d'unités* dans le monde. Avec Monster Hunter: World, Capcom a porté la série Monster Hunter au niveau de référence absolue avec un lancement simultané et des activités promotionnelles dans le monde entier, faisant ainsi de cet opus la meilleure vente de Capcom dans le mois suivant sa sortie. Durant les six années écoulées depuis la sortie du jeu, Capcom a continué de soutenir les ventes numériques, permettant ainsi à Monster Hunter: World de battre le ...
Capcom’s Monster Hunter: World Tops 25 Million Units Sold Globally!
OSAKA, Japan--(BUSINESS WIRE)-- Capcom Co., Ltd. (TOKYO:9697) today announced that Monster Hunter: World has sold over 25 million units* worldwide. With Monster Hunter: World, Capcom drove the Monster Hunter series to global-brand status with a series-first worldwide simultaneous launch and international promotional activities, establishing the game as Capcom’s best-selling title of all time within a month of its release. In the six years since the game’s launch, Capcom has continued to promote digital sales, leading Monster Hunter: World to achieve a new Capcom all-time-record of 25 million...
- Chris Hoare
Japanese Telcos Takeaways from Meetings with the Japanese Telcos + Ra...
We met with all 3 of the incumbent Japanese Telcos & Rakuten in Tokyo this week. Every time we visit we are reminded of how much better the telco industry is in Japan vs other DMs and we continue to be of the view that Japanese incumbents are in a “Golden Age”; ARPU inflection is being held back a little we think by voice weakness post-Covid but is likely to come through over time. The integration of financial services though is a game changer and means SB is the likely medium term “winner” in t...
- Chris Hoare
Japanese Telcos Q3 FY23 review: Gearing up for a strong Q4
Service revenue trend was softer on slower non-mobile this quarter. Collectively, mobile revenue trend (Consumer + Enterprise) maintained its second consecutive of growth and operators are implying a strong Q4. For instance, Softbank is expecting Consumer MSR to rebound this year (at flat YTD); NTT implying a strong Q4 EBIT on cost reductions and streamlining of non-core assets like Real Estate.
- Chris Hoare
NEC X Invests in Technology Startup, WeWALK, to Advance Mobility Solut...
NEC X Invests in Technology Startup, WeWALK, to Advance Mobility Solutions for Visually Impaired People NEC X invests in WeWALK; startup integrates NEC’s computer-vision technology to further advance its smart cane navigation technology PALO ALTO, Calif. and LONDON, Feb. 27, 2024 (GLOBE NEWSWIRE) -- NEC X, Inc., the pioneering venture studio backed by NEC’s world-class technological innovation and expertise, today announced its investment in , a UK-based startup providing mobility solutions for blind and visually impaired people. Having previously raised a Seed round led by Nesta Impact...
- Pelham Smithers
PSA Market Strategy: How Japan Transformed from a Bear Market to a Bul...
In our 2010 Japan Perspective, written close to the nadir of the bear market, we discussed what was wrong with Japan, but also what it was starting to do right. Fourteen years on, the Nikkei 225 - though not yet Topix - has hit a new all-time high. This report looks at how Japan built on those things that were going right, while also starting to address what else needed to be done, and looks at whether more is needed to be done if the market rally is to continue from here.
NVDA NVIDIA CORPORATION
LLY ELI LILLY AND COMPANY
FB FACEBOOK INC. CLASS A
9433 KDDI CORPORATION
6954 FANUC CORPORATION
8001 ITOCHU CORPORATION
6752 PANASONIC CORPORATION
6971 KYOCERA CORPORATION
8031 MITSUI & CO. LTD
4183 MITSUI CHEMICALS INC.
6723 RENESAS ELECTRONICS CORPORATION
6701 NEC CORP.
5401 NIPPON STEEL CORP.
4063 SHIN-ETSU CHEMICAL CO LTD
8035 TOKYO ELECTRON LTD.
6201 TOYOTA INDUSTRIES CORP.
7203 TOYOTA MOTOR CORP.
7270 SUBARU CORP
XOM EXXON MOBIL CORPORATION
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
TXG 10X GENOMICS INC CLASS A
BRK.A BERKSHIRE HATH-A
APPL APPLE INC - APPL - US
9810 NIPPON STEEL TRADING CORP
Capcom annonce un Grand prix d’un million de dollars pour le Capcom Pr...
OSAKA, Japon--(BUSINESS WIRE)-- Capcom Co., Ltd. (TOKYO:9697) a annoncé aujourd’hui qu’il offrira un grand prix de 1 million USD (environ 150 millions de yens *1) pour le Capcom Pro Tour 2024, sa série de tournois de sports électroniques organisés dans le monde entier et présentant la légendaire série Street Fighter de la société. Capcom organise le Capcom Pro Tour ainsi que le tournoi de championnat du monde Capcom Cup chaque année depuis 2014, mettant en scène des compétitions en direct dans plus de 40 pays tout en organisant des organisant des événements en ligne dans jusqu’à 129 pays à t...
Capcom Announces Million-Dollar Grand Prize for Capcom Pro Tour 2024!
OSAKA, Japan--(BUSINESS WIRE)-- Capcom Co., Ltd. (TOKYO:9697) today announced that it will offer $1 million USD (approx. 150 million yen*1) as the grand prize for Capcom Pro Tour 2024, its series of esports tournaments held worldwide that feature the company’s storied Street Fighter series. Capcom has held the Capcom Pro Tour along with the world-championship tournament Capcom Cup each year since 2014, staging live competitions in more than 40 countries while carrying out online events in as many as 129 countries worldwide. Additionally, Capcom runs the competitive team-based Street Fighter ...
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