Blog – Our Research
Aiming Enad7 Feiyu Gravity GREE Marvelous Qingci ZenGame
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Qingci Games, a solid mobile gaming company with ignored catalysts
We initiated Aiming (3911.T) , a Japanese video game developer and publisher, on December 11th 2022 at JPY 415, following the strong success of “Master of Garden” mobile game. After initially going up to JPY 550 (+45% ROI), the stock plunged to JPY 268 (-36% ROI) at time of writing, mostly due to poor results of the new game “DanMachi Battle Chronicle” in Q3. We take a look at why it went down, and whether investors threw the baby with the bathwater.
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Aiming Update – Why the stock went skydiving and where do they stand?
We initiated Aiming (3911.T) , a Japanese video game developer and publisher, on December 11th 2022 at JPY 415, following the strong success of “Master of Garden” mobile game. After initially going up to JPY 550 (+45% ROI), the stock plunged to JPY 268 (-36% ROI) at time of writing, mostly due to poor results of the new game “DanMachi Battle Chronicle” in Q3. We take a look at why it went down, and whether investors threw the baby with the bathwater.
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Why we just sold ZenGame now, a triple!
We initiated ZenGame (2660.HK) in July 2022, following the success of their (already-existing) mobile Mahjong game “Fingertip Sichuan Mahjong” that went unnoticed by the market. We are now closing this position and share why in this article.
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Gravity Q3’2023 updates – pre-earnings
Following a monstrous Q2, we look at Q3 operations and stock movement in Gravity (NASDAQ:GRVY) and look at its potential going into Q3 earnings.
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Aiming is up 30% since Q2 earnings – a quick review
Aiming is up 30% since Q2 Earnings – a quick review Aiming joined our Picks on December 11th 2022 (see initiation article), following the stronger than expected success of their mobile game “The Eminence in Shadow: Master of Garden” as well as a weak valuation when comparing them with new revenue and expected profits. For […]
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Gravity Q2’2023 updates – pre-earnings
Gravity Q2’2023 updates – pre-earnings Gravity joined our Picks in October 2022 (see initiation article), highlighting their strong operational performance combined with a then low valuation (we bought at $46). Q2 ended June 30th for Gravity and a lot happened these past 3 months, so let’s dive in and discuss what to expect in their […]
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Strong Q1 from both Gravity and Aiming!
Strong Q1 from both Gravity and Aiming Executive Summary At the end of April, we wrote an in-depth pre-earnings update article on both Gravity (GRVY) and Aiming Inc (3911.T) to cover their operations in Q1. By monitoring their app rankings, we expected both companies to post strong quarterly results. Their earnings are out and as expected, we […]
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Gravity & Aiming Q1 pre-earnings
Early May, Gravity and Aiming will release their Q1 earnings. What to expect and our take on our two largest holdings.
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Zen Game & Feiyu full FY23 earnings update
Zen Game & Feiyu FY23 Earning update Executive Summary Zen Game (2660.HK) revenue went up 20% YoY and declared yet another dividend Feiyu (1022.HK) revenue went up a whooping 83% and the market did not react Zen Game released solid FY23 earnings At the end of march, Zen Game released their Fiscal Year 2023 earnings. Here are […]
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Pre-Earnings Update on Zen Game & Feiyu
These two Chinese video game companies are about to release their half-year report in the coming weeks, let’s take a look
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Quarterly earnings – Update on Gravity & Aiming
Gravity and Aiming delivered us the best v-day gifts with strong earnings released at their shareholder meetings
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Singing our farewell to Enad Global 7 – or is it a goodbye ?
In November, we introduced Enad Global 7 as a new Pick. Two months later, we doubled our money and believe it’s time to move on… for now.
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Aiming (3911.T) is crushing it in the Shadows
With its very successful release of the game “The Eminence in Shadow: Master of Garden” , Aiming’s revenue are increasing drastically,, and it enters our Active Picks list
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Let’s all sing to Enad Global 7 entrance in our Picks!
My Singing Monsters, by Big Blue Bubble, a wholly-owned subsidiary of gaming group Enad Global 7, is suddenly trending worldwide. What does that mean for this swedish company ?
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This isn’t just gravy – Gravity is back on our portfolio
It’s the return of the favorite child. With a VERY successful release of Ragnarok: Origin in Taiwan and Hong Kong, Gravity is showing its detractors that it can deliver, once again.
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Zen-Game’s Mahjong is taking over China
Zen Game’s Fingertip Sichuan Mahjong is increasing its popularity in COVID19-restricted China. Pristine balance sheet, insider ownership, high profitability, and a sudden increase in revenue means Zen Game enters our Active Picks list
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Feiyu’s Fight Tricks is a catalyst for this stock
With the increase of popularity of the Fight Tricks 斗诡 game, Feiyu has finally a path to profitability, and that should impact their stock greatly.
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Time to take profits on this japanese video game company
With their latest mobile title’s revenues going down and a considerable appreciation of the stock price, we believe it is time to take a well deserved profit
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GREE (3632.T) is in Heaven, and it’s not burning red
With the release of the very popular Heaven Burns Red, GREE is looking like a very compelling opportunity and the company joins our Active Picks list.
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We do not marvel at this company’s stock anymore
After a few months of waiting, we do not believe that our risk/reward ratio is worth it anymore for our Marvelous! bid. It’s never fun to accept a loss, but there are better opportunities out there.
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Swords & Magic – that is just what Marvelous needed
A new collaboration with the very popular manga & anime Tensura “That day I got reincarnated as a Slime” is opening a path to increased revenue for Marvelous! with its Sword and Magic Logres Ancient Goddess game hitting the top 5 grossing in Japan.