ElBoxyBrown
Banned
Other than the Playstation, what other Sony thing from their other branches is hot? I'm hearing they're doing fine but they don't seem to show it.
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WSJ makes the case that Nintendo stock is overvalued (as compared to Sony)
- Thread starter Guevara
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64bitbros
Member
You don't cut a whole division, losing thousands of jobs, just to make your number look better for a short while. Sony hasn't had a lot of luck with their movies lately sure. But in stead of cutting things, they could also try to turn things around. Every movie division has his share of stinkers. You are just as good/bad as you last movie. They'll turn things around i'm sure.
Pretty much all their divisions are making money, then you got pictures that wasn't doing so hot has a critically rated spider-man on the way.
Their also going to be making $4.5 billion for the next 12 months, highest in 20 years..
They are a publicly traded company. They show of how their divisions are doing quarterly by law. Wtf is going on in this thread?!
Succinct Verbosity
Member
My thoughts. Their film division is dragging their brand through the mud and shows no signs of improvement.
miller.skippins
Banned
outside of their movie division, most of the money losing division has been cut (VAIO)...why are we still repeating this same echo?
Even their TV division made money this year...
64bitbros
Member
Baby Driver? Spiderman: Homecoming? The Dark Tower?
GraveRobberX
Platinum Trophy: Learned to Shit While Upright Again.
ShadowKingpin
Member
Just their mobile phone & film department. Those two need sold off ASAP.
miller.skippins
Banned
Their finance division is still doing great in japan, their lens are still sort after for mobile devices and cameras, their TVs are re-surging this year (personally i think Samsung dropped the ball this year while LG and Sony finally caught up with the price/performance/quality combo for their TVs)...
and of course playstation is a juggernaut.
yah...the movie division is kinda a downer with questionable choices (Ghostbusters?) but hopefully spider-man will kickstart something positive going forward.
EDIT:
Forgot to mention their mobile division. The Xperia seems to be doing somewhat well...obviously it's not samsung galaxy or even LG level.....but it's no longer belonging to the same league as HTC. (i am talking in terms of sales, not quality. I actually like HTC phones better when compared to them all)
SinCityAssassin
Member
Hooooo boy.
Everything is more clear now. Thanks
Donniewahlberg
Banned
My man, I am a huge fan of the book series,but I'm not sure we can count on the tower yet. That one is def a wait and see.
this looks pretty bad, their sales are dropping by large % which is bad for the company from a long term perspective.
I really doubt Sony Pictures is doing anything negative to the brand. If anything the diversification just creates brand awareness.
The main problem with Sony in terms of shares is that they have been in a holding pattern for ages. Kaz is doing a fantastic job rescuing the company, but that just keeps the shares from cratering. It's not causing an uptick. When has Sony done something exciting? It's a CE company that somehow manages to be even more stagnant than Philips. But with a better brand at least.
Nintendo is branching out, stayed profitable during their worst period and evidently still has IPs that can be leveraged to create global phenomena. Switch+Mobile (+theme parks etc) will bring them back to WiiDS revenues and the share price is still half that of 2008. That's what's causing surging share prices.
The main problem with Sony in terms of shares is that they have been in a holding pattern for ages. Kaz is doing a fantastic job rescuing the company, but that just keeps the shares from cratering. It's not causing an uptick. When has Sony done something exciting? It's a CE company that somehow manages to be even more stagnant than Philips. But with a better brand at least.
Nintendo is branching out, stayed profitable during their worst period and evidently still has IPs that can be leveraged to create global phenomena. Switch+Mobile (+theme parks etc) will bring them back to WiiDS revenues and the share price is still half that of 2008. That's what's causing surging share prices.
Chips and Sensors are on the up, but they've been pumping money into Colombia Pictures to stop it from flat-lining - not to mention having to downsize TV and Mobile and jettison Laptops.
Chmpocalypse
Blizzard
This is true. GTA has more cachet at this time, just look at its massive, massive popularity.
64bitbros
Member
True, and there is a difference between a good/bad movie and having a box office hit. Case is point, Despicable Me 3. Bad reviews but nr 1 at box office in the US. Lets hope Dark Tower is good and sells tickets.
Oppo
Member
this thread is really funny.
i now understand the worth of such articles and headlines. it's to watch fanboys show their asses and get summarily corrected. good stuff.
the Nintendo market exuberance is actually pretty interesting but i want to see what happens when another phone Pokemon AR game ships, and doesn't run on the Switch.
i now understand the worth of such articles and headlines. it's to watch fanboys show their asses and get summarily corrected. good stuff.
the Nintendo market exuberance is actually pretty interesting but i want to see what happens when another phone Pokemon AR game ships, and doesn't run on the Switch.
ElBoxyBrown
Banned
Just because your #1 at the box office doesn't always mean your doing good. Case and point: The Last Knight.
64bitbros
Member
You're right. Dark Tower was probably not cheap to make.
LegendofLex
Member
I mean...what? Sony's getting remarkably good at drawing blood from stones, but it's clearly Nintendo that's positioned for transformational market growth, not Sony.
Look at Sony's pivot plays to mobile and VR, neither of which achieved anything resembling growth; meanwhile, Nintendo looks like they know exactly what they're doing with mobility.
It's also worth considering that Wii U and 3DS were a depression period for Nintendo that was well below their baseline, even before the Wii and DS era. So this is a correction period for them more so than a bubble.
Look at Sony's pivot plays to mobile and VR, neither of which achieved anything resembling growth; meanwhile, Nintendo looks like they know exactly what they're doing with mobility.
It's also worth considering that Wii U and 3DS were a depression period for Nintendo that was well below their baseline, even before the Wii and DS era. So this is a correction period for them more so than a bubble.
Wow, he sure sounds pissed.
But anyway he got what he wanted and proved my previous point at the same time, with that Nintendo stock free falling right now.
They are actually doing quite well in the high end TV market and have been gobbling up the market share from Samsung and LG as of late. I believe they've actually surged past Samsung and are right behind LG now.
Unknown Soldier
Member
That article was written so somebody's big institutional and hedge fund friends could get in on a dip before the next big rise, probably after Christmas.
That's not at all how growth stocks work, and Nintendo is a growth stock for the time being until Switch reaches it's peak. Just look at what NTDOY did during the Wii era for an idea of what may happen. If you're sitting on NTDOY you'd be a fool to sell it because some WSJ guy wrote an article to drive the price down so his big institutional and hedge fund friends could get in.
If you had bought NVDA at any point after it has run up 50% throughout 2016 you would still have made an unbelievable amount of money by now. According to your advice, my original shares of NVDA that I bought for $11.80 back in 2012, after they gained 50% I should have sold them all. I mean imagine if I had sold all my NVDA at $15, or $20, or $30, or $45, etc. You what I actually did? Up until my final buy at $123, I keep adding to my stake. NVDA's stock is currently at $134 and it was as high as $164 earlier this year. I can't imagine how I would feel if I had sold all my NVDA instead of adding to it as it ran upwards. Yikes.
Sorry, just getting around to see with this. Yeah, I'd say they're undervalued. They're starting to make better use of leveraging their ip (their bread and butter), and when they really get to it, like their theme park attractions, more mobile dominance, and future success of the switch and it's successors, that's when I think they'll get their appropriate value. On top of that, their desire to expand their IP in recent years will probably pay a lot more dividends because it'll allow a lot more streams of income for them. Basically, I see their earning potential as untapped until the rest of their plans start happening.
Alebrije
Member
PlayStation brand is great but when Nintendo delivers a good console like it seems Switch will be, its stock price goes up because Mario and pals have more value that any other videogame character on the market.
Nintendo alone can open a Nintendoland because tons of great and known characters they have. but Sony , Microsoft , Bethesda , nope....
Nintendo alone can open a Nintendoland because tons of great and known characters they have. but Sony , Microsoft , Bethesda , nope....
Yeah that's where I'm at as well. That article's headline is the most blatant console wars thing i've seen in ages. Like, Sega vs. Nintendo level bad.
But appearently I'm a console warrior myself for thinking that according to some people.
Blueingreen
Member
2010 apparently? I haven't heard of that statement since at the very least pre PS4 launch
phantasmic_glaive
Member
Let's wait till after Friday to make this sentiment. And what movies division is doing all that great anyway?
Actual revenue >ip values
http://www.eurogamer.net/articles/2016-04-28-sonys-psn-is-making-more-money-than-all-of-nintendo
Opinionatedfish
Member
I really wouldn't base purchasing stock or financial choices on a paper that Rupert Murdoch owns. :-/
That said, Sony has a more diverse amount of risk.
Nintendo has a focused amount of risk.
While Sony has the potential to do far better, they also have the potential to do far worse. Nintendo is a safe long term bet, but Sony could make you more money in the future... emphasis on could.
That said, Sony has a more diverse amount of risk.
Nintendo has a focused amount of risk.
While Sony has the potential to do far better, they also have the potential to do far worse. Nintendo is a safe long term bet, but Sony could make you more money in the future... emphasis on could.
You can't post the slide alongside your ridiculous hyperbole. The slide you posted literally says 6% lol. And they're pretty much making the same amount of income on that drop in sales.
MisterHero
Super Member
There are very quiet, slow plans for their multimedia expansion, and I'm not confident they're gonna execute it perfectly.
I have no faith in mobile. I utterly hate the transaction model.
Switch success is hampered by component supply issues (iirc)
NTDOY needs to go back down to $7 a share
I have no faith in mobile. I utterly hate the transaction model.
Switch success is hampered by component supply issues (iirc)
NTDOY needs to go back down to $7 a share
so I can afford it
Zaraki_Kenpachi
Member
Yeah, I wouldn't want to believe the FAKE NEWS FAKE NEWS FAKE NEWS coming from the most respected newspaper for finance. :-/
But yeah, Rupert Murdoch just has some kind of fanboy hard on to hurt Nintendo, good thing you read the article you're responding to... -_-
I don't think you understood my post. I am not a registered investment adviser and I did not offer advice. I tried giving people (you included) a primer on valuation. You did not understand it.
family_guy
Member
Yeah. They waited until their brand was in deep decline before they started expanding their scope. It's a shame. Most kids probably know who Mario is, but that doesn't mean most kids care anymore.
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