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.

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 […]

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 […]

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.

Quarterly earnings – Update on Gravity & Aiming

Gravity and Aiming delivered us the best v-day gifts with strong earnings released at their shareholder meetings

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