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Cerium
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(04-20-2017, 12:40 AM)
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http://markets.businessinsider.com/n...158-1001931158

Shares of Nintendo are up 5.4% this week after the company revealed an extended list of upcoming game releases for its new Switch console.

The stock is up almost 20% since the Switch console was released on March 3.

In a note sent out to clients on Wednesday, Jefferies equity analyst Atul Goyal expressed his approval of the console's new game schedule, and reiterated his "Buy" rating and ¥39,200 ($43) price target on the stock.

Goyal says Nintendo has "a very strong First party game pipeline (Zelda, Mario Kart, Splatoon, ARMS, Super Mario)."

So far, the Switch has been a huge success, surprising analysts across Wall Street.

Nintendo Switch smashed the launch weekend sales record for a Nintendo console with 330,637 units sold in Japan. Additionally, Nintendo had its biggest ever launch month with 2.4 million consoles shipped, according to Goyal, citing independent market research firm SuperData.

Going forward Goyal says, "We believe that its IP treasure trove is unparalleled and this could be monetized in several ways."

Nintendo is set to report earnings on April 27.

FZZ
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(04-20-2017, 12:41 AM)
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Jmon: The Nintendo Switch Story
callhitman
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(04-20-2017, 12:41 AM)
Man everything is going Nintendo's way.
Theswweet
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(04-20-2017, 12:41 AM)
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39200 yen is $43? Shit, I should import some games while I can!
LegendofLex
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(04-20-2017, 12:42 AM)
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It's almost like compelling content + hardware that fits the way people think about and interact with technology today is a winning combination.

Back that up with excellent marketing...

I was really not shocked investors failed to see the appeal of Switch.
Last edited by LegendofLex; 04-20-2017 at 12:45 AM.
Oregano
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(04-20-2017, 12:43 AM)
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I hope they're not setting their expectations too high here...
sinonobu
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(04-20-2017, 12:44 AM)
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Switch has strong marketing + line up throughout 2017.

The concept is also way more appealing than of 3ds and wii u's.

And with no successor of Vita, and Nintendo practically combining their handheld and console library, Switch will most likely succeed.
Quasar
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(04-20-2017, 12:44 AM)
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I clearly don't understand these people.
Compsiox
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(04-20-2017, 12:44 AM)
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Originally Posted by callhitman

Man everything is going Nintendo's way.

and then everything changed because you jinxed them.
WonderzL
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(04-20-2017, 12:44 AM)
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Originally Posted by LegendofLex

It's almost like compelling content + hardware that fits the way people think about and interact with technology today is a winning combination.

Yeah, really this. There is nothing "weird" or experimental with Switch, it's just a really smart console with compelling content. I like how Nintendo is dealing with this.

Also, 2017 alone: Zelda, Splatoon, Arms, 3D Mario, Mario Kart, Fire Emblem (Warriors), and perhaps Xenoblade. That's strong.
Unison
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(04-20-2017, 12:45 AM)
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What new Switch games were revealed? Did I miss something?
Maxinas
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(04-20-2017, 12:46 AM)
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Originally Posted by Quasar

I clearly don't understand these people.

That's why they have the money to invest and you don't.
Cerium
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(04-20-2017, 12:46 AM)
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Originally Posted by Unison

What new Switch games were revealed? Did I miss something?

It's referring to the Direct.
Buggy Loop
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(04-20-2017, 12:46 AM)
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Originally Posted by Quasar

I clearly don't understand these people.

Hahaha, this guy.. priceless.
Unison
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(04-20-2017, 12:46 AM)
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Originally Posted by Cerium

It's referring to the Direct.

So Switch Monopoly got Nintendo a 5% stock bump?
Oregano
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(04-20-2017, 12:47 AM)
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Originally Posted by Maxinas

That's why they have the money to invest and you don't.

Have you seen the questions investors ask Nintendo?

I really wouldn't assume they are more intelligent than the average gaffer.
sinonobu
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(04-20-2017, 12:47 AM)
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Originally Posted by Unison

So Switch Monopoly got Nintendo a 5% stock bump?

Minecraft
Cerium
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(04-20-2017, 12:47 AM)
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Originally Posted by Unison

So Switch Monopoly got Nintendo a 5% stock bump?

It's also about the new release dates and steady schedule. At least one big title every month.
Atheerios
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(04-20-2017, 12:48 AM)
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Let's hope they keep the momentum going. So far everything is going great for Nintendo.
Unison
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(04-20-2017, 12:48 AM)
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Originally Posted by sinonobu

Minecraft

That was previously announced.
Ashodin
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(04-20-2017, 12:48 AM)
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I think it's time some of GAF start realizing the Switch really is not going to be Wii U 2.

ARMS properly marketed (it has a very Overwatch vibe about it) will make the game super popular.
Skittzo0413
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(04-20-2017, 12:48 AM)
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Stock is looking nice actually. It's taking a similar path as it did in 2006-2007, though obviously it's way too early to determine if it'll continue that way.

Next Thursday's numbers will be very interesting.
LegendofLex
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(04-20-2017, 12:49 AM)
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Originally Posted by Unison

What new Switch games were revealed? Did I miss something?

Originally Posted by Cerium

It's referring to the Direct.

Actually...

Goyal says Nintendo has "a very strong First party game pipeline (Zelda, Mario Kart, Splatoon, ARMS, Super Mario)."

So it's referring to the aggressive schedule of new game releases, probably spurred on by Nintendo releasing major titles every month and a half or so from now til July, punctuated by big games from third parties (Minecraft in May, the only month without a big first-party release on the calendar until August).

It's also easy to imagine other games that could fill the four months that don't currently have 2017 games to fill them (Super Mario Odyssey is probably a lock for Nov or Dec).

- Fire Emblem Warriors (announced)
- Xenoblade Chronicles 2 (announced)
- Smash Bros. for Nintendo Switch (rumored)
- Super Mario Maker (rumored)
- Animal Crossing (inevitable with the mobile game coming)
Last edited by LegendofLex; 04-20-2017 at 12:54 AM.
Plum
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(04-20-2017, 12:49 AM)
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Originally Posted by Unison

So Switch Monopoly got Nintendo a 5% stock bump?

Originally Posted by sinonobu

Minecraft

There's also Payday 2 and the relatively soon release dates for ARMS and Splatoon 2. The Direct basically implied that there's little to worry about before August.
Syf
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(04-20-2017, 12:49 AM)
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When are we going to learn that stock really doesn't mean shit
Ōkami
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(04-20-2017, 12:50 AM)
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Nintendo Switch smashed the launch weekend sales record for a Nintendo console with 330,637 units sold in Japan.

Wii, Wii U and Super Famicom had bigger launches.

Also worldwide the launch of the 3DS was also bigger than the Switch (assuming Super Data is correct, which we shouldn't do)

39200 yen is also closer to $360, what's up with the innacuracies here.
sinonobu
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(04-20-2017, 12:50 AM)
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Originally Posted by Unison

That was previously announced.

It was but without a proper release date...

Now with the proper release date for Minecraft, Switch has one big game every month until Splatoon 2.

Zelda - Mariokart - Minecraft - Arms - Splatoon
Maximus.
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(04-20-2017, 12:50 AM)
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Good, Nintendo deserves the current and hopeful maintained success.
Peltz
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(04-20-2017, 12:51 AM)
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Originally Posted by LegendofLex

It's almost like compelling content + hardware that fits the way people think about and interact with technology today is a winning combination.

Back that up with excellent marketing...

I was really not shocked investors failed to see the appeal of Switch.

Pachter said it would be successful... just saying... he has been right a few times now.

Originally Posted by Biskie

When are we going to learn that stock really doesn't mean shit

never.gif
Unison
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(04-20-2017, 12:53 AM)
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Originally Posted by sinonobu

It was but without a proper release date...

Now with the proper release date for Minecraft, Switch has one big game every month until Splatoon 2.

Zelda - Mariokart - Minecraft - Arms - Splatoon

I guess it's mostly about perception...

Mario Kart is going to be the main driver for sure... Splatoon 2 will be a similar force in Japan only, probably.
Falchion
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(04-20-2017, 12:53 AM)
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I think Splatoon 2 will be really strong for console sales, lots of people are waiting for something like that with a ton of replayability.
JustenP88
I earned 100 Gamerscore™ for collecting 300 widgets and thereby created Trump's America
(04-20-2017, 12:54 AM)
Always good to hear positive news re: the gaming industry! I hope none of this bullshit cynicism never rubs off on me.
Theswweet
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(04-20-2017, 12:54 AM)
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Originally Posted by Unison

I guess it's mostly about perception...

Mario Kart is going to be the main driver for sure... Splatoon 2 will be a similar force in Japan only, probably.

Splatoon was a worldwide hit, not just in Japan...
Dark Cloud
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(04-20-2017, 12:54 AM)

Originally Posted by Biskie

When are we going to learn that stock really doesn't mean shit

No, but the sales of the switch mean something.
Drackhorn
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(04-20-2017, 12:54 AM)
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Originally Posted by Biskie

When are we going to learn that stock really doesn't mean shit

This.
-Mutsukki-
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(04-20-2017, 12:55 AM)
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Originally Posted by Unison

I guess it's mostly about perception...

Mario Kart is going to be the main driver for sure... Splatoon 2 will be a similar force in Japan only, probably.

Splatoon was pretty popular in the west too
Boy Wander
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(04-20-2017, 12:55 AM)
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Originally Posted by Ōkami

Wii, Wii U and Super Famicom had bigger launches.

Also worldwide the launch of the 3DS was also bigger than the Switch (assuming Super Data is correct, which we shouldn't do)

39200 yen is also closer to $360, what's up with the innacuracies here.

He's very likely referring to the target price of the US listed ADR (8 Japanese ords to 1 ADR) - 39,200 / 8 / USDYEN Exchange rate brings you somewhere close to 43 dollars.
LegendofLex
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(04-20-2017, 12:56 AM)
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Originally Posted by Biskie

When are we going to learn that stock really doesn't mean shit

Stock price doesn't directly matter, but it's usually a loose reflection of the way headlines and media coverage are being received, so it's still worthwhile to pay attention to.
sinonobu
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(04-20-2017, 12:56 AM)
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Originally Posted by Unison

I guess it's mostly about perception...

Mario Kart is going to be the main driver for sure... Splatoon 2 will be a similar force in Japan only, probably.

Minecraft was the only million seller for Playstation for a while (at Japan) until FFXV released.

I think Switch version will do really well.
Unison
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(04-20-2017, 12:56 AM)
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Originally Posted by -Mutsukki-

Splatoon was pretty popular in the west too

It was disproportionately popular in Japan... a MK8 level hit.
Jonneh3003
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(04-20-2017, 12:58 AM)
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Switch is great, games are great, it's doing great.

After spending the day with Mario Kart 8 Deluxe I can see why investors are so happy. Switch will have a crazy Christmas.
Unison
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(04-20-2017, 12:59 AM)
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Originally Posted by Jonneh3003

After spending the day with Mario Kart 8 Deluxe I can see why investors are so happy. Switch will have a crazy Christmas.

I definitely agree that it's set up for an absolutely stellar Xmas especially if it gets Smash or Pokemon added to the lineup.
ggx2ac
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(04-20-2017, 12:59 AM)
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Oh, that is the article title for the thread title.

I remember last year when Switch failed to turn on investors.
Leafhopper
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(04-20-2017, 01:00 AM)
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Miyamoto is gonna stub his toe tomorrow and stocks will be down 30% though.
Boy Wander
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(04-20-2017, 01:02 AM)
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Originally Posted by Biskie

When are we going to learn that stock really doesn't mean shit

I don't even know where to begin to understand what you're trying to say here? It directly affects the health and value of the company.

It's a direct parameter of the market capitalisation of the company. If your shares are worth shit, your company is worth shit.

Also, as an investor, if I buy 10 thousand dollars worth of stock, it directly affects me if they go down or go up by even 5%.
jedivulcan
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(04-20-2017, 01:05 AM)
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Originally Posted by Unison

I definitely agree that it's set up for an absolutely stellar Xmas especially if it gets Smash or Pokemon added to the lineup.

I kind of think Animal Crossing might be their ace card. Fire Emblem they've had a broad strategy for. They released on mobile, 3DS, and announced future 3DS and Switch games (a Dynasty Warriors game + a Switch FE mainline game).

If Animal Crossing is their next mobile game, I kind of expect/hope they'll carry the momentum with more than just an Android/iOS game. I'm not expecting Nook Musou Conquest ... but maybe they were making a Wii U game and carried over development to Switch (like Zelda).
SolicitorPirate
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(04-20-2017, 01:07 AM)
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Goddamnit. I had a good feeling about the Switch and was planning to buy some Nintendo shares after their reveal, but ended up forgetting
Fat4all
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(04-20-2017, 01:07 AM)
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just wait til pokemon hits
Jonneh3003
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(04-20-2017, 01:07 AM)
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Originally Posted by jedivulcan

I kind of think Animal Crossing might be their ace card. Fire Emblem they've had a broad strategy for. They released on mobile, 3DS, and announced future 3DS and Switch games (a Dynasty Warriors game + a Switch FE mainline game).

If Animal Crossing is their next mobile game, I kind of expect/hope they'll carry the momentum with more than just an Android/iOS game. I'm not expecting Nook Musou Conquest ... but maybe they were making a Wii U game and carried over development to Switch (like Zelda).

Surprised Animal Crossing skipped Wii U (outside of amiibo Festival), I mean we even had an Animal Crossing plaza with HD assets.
J@hranimo
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(04-20-2017, 01:07 AM)
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Originally Posted by FZZ

Jmon: The Nintendo Switch Story

Year of Ws baby.

Don't worry stock will come tumbling down again later. The official unveiling of the phone app will be something I bet.

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