Thinking Points Nintendo announced its partnership with Cygames, a well known Japanese mobile social game developer. According to management, this does not affect its partnership with DeNA (TSE: 2432), which
Thinking Points The anime industry is a growing 2 trillion yen ($188 billion USD) industry. Despite this, the production companies run on thin margins while artists work long hours with
Thinking Points Japanese law played a big part in the slow adoption of Japanese e-sports. However, the Japanese e-sports industry is now organized enough to issue professional licenses which help
Thinking Points DeNA (TSE: 2432) is a company with Silicon Valley-like characteristics, primarily engaged in game development. At first glance, DeNA appears cheap at an 8x adjusted EV/EBIT, but the
Thinking Points Nintendo (TSE: 7974) plans to launch its Switch Online service in September 2018. Many gamers and few investors seemed to notice the announcement. Investors ought to pay more