Was just going to post this. Trying to hand wave this away as a temporary reaction is foolish. They've been on a decline for a month now. E3 just confirmed investor fears.
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Nintendo stock down almost 7% after the E3 showcase (down another 5.27% per Tokyo Stock Exchange)
- Thread starter Deleted member 8196
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When you take a look at the actual price, it's still in the really high price range.
I've read some analysts saying that the Nintendo stock price post Switch release is more like a bubble, too inflated for what the company is actually worth, and I think they're right.
I think we're just seeing short term investors who only cared about the stock price cashing in while they can, or cutting their loss if they bought in after the stock price hike.
I've read some analysts saying that the Nintendo stock price post Switch release is more like a bubble, too inflated for what the company is actually worth, and I think they're right.
I think we're just seeing short term investors who only cared about the stock price cashing in while they can, or cutting their loss if they bought in after the stock price hike.
That's why I use the word bright. Investors aren't either dumb or smart, it always in between. Nor I ever throw accusations that they are being fanboys or anything. However it is undeniable that modern investing culture is rife with obsessions towards never ending growth spurts, and short term profitability. Their evaluations are biased to suit this mindset and it can be harmful in this industry, especially platform holder like Nintendo where software pipelines takes time to build overtime so hardware become more attractive to the larger audience.
Can you imagined if Iwata truly caved in to investors evaluation and suggestion that they should goes full mobile because of Wii U platform? Fortunately he make compromises while still sticking to his future Switch's plan. That short of shits is why investor reaction is hardly means anything in regards to the overall Nintendo situation, challenges, and their strategy to solved them.
They don't have direct ill wills directly towards Nintendo, but they over concern and misplaced expectation might hurt them nonetheless.
It's definitely about marketing and perception, but "struggling" seems a huge overstatement to me... this is no WiiU.
Hmm not sure I understand this. :-\
I'm ready for a Panic Nintendo Direct. Those are the BEST directs.
Nintendo keeps things way tooo close to their chest and the way they presented this E3 you'd think the Switch was in a Wii U situation. Be proud of what you have and the success you have. Show more games like other companies do. I hate how close they hold games to their chest. They overdo it.
Nintendo keeps things way tooo close to their chest and the way they presented this E3 you'd think the Switch was in a Wii U situation. Be proud of what you have and the success you have. Show more games like other companies do. I hate how close they hold games to their chest. They overdo it.
Hell yeah! Time to announce the new Zelda, a new exciting crossover that will look nothing like the first teaser and some more games we won't see until 2020
Nintendo loves surprises...to their detriment. Your software lineup shouldn't be a fucking surprise. Something like "mario 64 levels are hidden throughout the next mario game"...that the kind of shit that should be a surprise.
Mental Fart
"You would likely never see a more hardware driven combo than Smash and Pokemon side by side"
maybe Smash and more Main Line Pokemon, but the later is saved for Next Year
Nintendo should reveal all their games 3-4 months out from release, I love the fast turnaround and no chance of delays.
Is like Jan Direct 2013 all over again
Yoshi Wolly World: 31 Months to release
Tokyo Mirage Sessions ♯FE: 38 Months to release
TLoZ: Breath of the Wild: 47 Months to release
Xenoblade Chronicles X: 31 Months to release
Yeah they love surprises, but the software shouldn't be a surprise like this. Their crazy focus on short term at E3 can be detrimental. And it's not even that, they still haven't revealed everything for this year lol.
Aaaaah got it now, lol.
Sorry, not a native speaker here so sometimes I can have difficulties other would not experience.
I love how this was legendary for Nintendo to have a presentation that shows games years out when other companies do this every year. Lol we got to see how amazing it feels to get that.
If Nintendo wanted to get their stock up again then they should probably start talking about upcoming mobile games.
Then again, Dragalia Lost has been a thing for a while and nobody seems to give a shit. The days when everyone thought Nintendo entering the mobile market was a huge deal seem to be over. Maybe that's a factor in the declining stock, investors who were in for mobile getting tired of Nintendo not delivering on mobile hits they were expecting.
Then again, Dragalia Lost has been a thing for a while and nobody seems to give a shit. The days when everyone thought Nintendo entering the mobile market was a huge deal seem to be over. Maybe that's a factor in the declining stock, investors who were in for mobile getting tired of Nintendo not delivering on mobile hits they were expecting.
It sucks when you are failure and you blow your load but Switch is a successful console so this is what they should be doing.
good, we dont need that kind of negativity... LOL
jokes aside
Mobile market is not really where Nintendo shines give the only way to make the amount of money investors would expect is making a Gatch game of a re-skined clone of whatever current game is popular.
Nintendo been trying different models to see what sticks to the wall, so far the best ones has been FE:H (gatcha) tho, 60M is not much in 2 year from Mario Run, that is 60M on a game that likely took just a few to make. soo profits??
regarding Skin Clones. I dont really see me making Hyrule Clans or something like that but. nothing is written on stone.
WiiU was not a failure when that Direct came out. All the games in that direct taking the whole spam of the console to release is what crashed it (WiiU)
I hope that's the plan. I feel bad for Super Mario Run. It deserved to make more money, but Nintendo tried to sell it in a nice way and it backfired.
Just for record talking about NPD sales, Switch in its second year is selling on pair with PS4 second year on market, and that without any big game this year, with huge games later like Pokemon and Smash Bros, Switch can sell only much better.
So some people expecting Nintendo will do "Panic Direct" because some shareholders are selling stocks!?
At end of month Nintendo will have quarterly report for 1st quarter of FY2018, I don't think Nintendo will do anything more because of current stock situation.
At end of month Nintendo will have quarterly report for 1st quarter of FY2018, I don't think Nintendo will do anything more because of current stock situation.
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Nintendo has said they expect 20M this year. If Switch does 15M, it would be a good year, but also a big failure.
Nobody forced them to announce 20M. When they did, market goes up. When everybody see they won't reach that goal, market goes down. It's logic.
Lol. I don't know why all mobile games are free to play if some people are ok to pay 300$ for a game.
Last year, they had Splatoon 2 in July and Super Mario Odyssey in October. Supplies issues also stop in Q3.
Sales will be down (by a lot) from October 1st to November 15th and up (by a lot) from November 16th to the end of the quarter.
So ? I don't know. Maybe less, maybe the same, maybe more, but not by a large margin.
It bombed on arrival in Europe it undersold in NA then died in Jan 2013 and Japan is handheld and Mobile land so it never had a chance.The reason they did that direct was to reaffirm to customers games are coming.
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I mean make no mistake about it, this isn't a good situation for Nintendo. The stock is taking some pretty serious hits and it's not something to just brush off.
That said Nintendo is still in a very good position and theres no need for anyone to panic. But they are going to have to do something to address this moving forward if the price continues to fall.
That said Nintendo is still in a very good position and theres no need for anyone to panic. But they are going to have to do something to address this moving forward if the price continues to fall.
Yes like a Panic Nintendo Direct.
I selfishly don't mind their stock taking a hit if that means the next Direct will be meatier. I like my games after all lol.
Because it's a simplified version of main games that, if majorly successful, would result in the oversimplification of the game franchise should the next core mainline series game not do as well
What you're having is a realization that capitalism ultimately doesn't care about people or goals besides making money to the elite/investors. This has literally nothing to do with Nintendo or this topic anymore at this point. Yes, investors wanted Nintendo to chase another market for money, so what? Nintendo would've also done that if they thought it was profitable, and they actually do it to some extent. Its really not much more complicated than that and I don't see why you are so intent on badmouthing specifically investors of Nintendo.
If you know this regarding the market and investors, why are you whining and antagonizing the market and investors and thinking they're not "bright"?
All your concerns about investors saying/doing this and that is nothing exclusive to investors of Nintendo. I've never heard anyone before talking so maliciously about investors to a company like they're actively trying to sabotage them (these investors the ones that actually keep Nintendo afloat lol). If investors wants something out of Nintendo they don't have or want, they have to compromise or they'll leave/sell. This is pretty much universal to ALL publicly traded companies.
Feels like I'm having an Economics 101 over here....
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[QUOTE="Alandring, post: 10026420, member: 39396]
Lol. I don't know why all mobile games are free to play if some people are ok to pay 300$ for a game.
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Thats pure behavioral economics. People are more willing to pay small increments often, than a onetime lump sum.
Lol. I don't know why all mobile games are free to play if some people are ok to pay 300$ for a game.
[/QUOTE]
Thats pure behavioral economics. People are more willing to pay small increments often, than a onetime lump sum.
I love the smell of doomed Nintendo in the morning.
In all seriousness, I think it's plenty possible they don't meet the 20 million forecast, but if that happens they won't miss it by much. The holyday lineup is a lot weaker than the competition's but it's not bad per se.
I think the biggest challenge here is seeing if Switch sales are cooling down because people are waiting for Pokemon and Smash or if sales are cooling down because the Nintendo fanbase has actually shrunk over the years and they don't have anything to attract new people. These holydays will paint a clearer picture.
In all seriousness, I think it's plenty possible they don't meet the 20 million forecast, but if that happens they won't miss it by much. The holyday lineup is a lot weaker than the competition's but it's not bad per se.
I think the biggest challenge here is seeing if Switch sales are cooling down because people are waiting for Pokemon and Smash or if sales are cooling down because the Nintendo fanbase has actually shrunk over the years and they don't have anything to attract new people. These holydays will paint a clearer picture.
Nintendo is well-aware of their core Pokemon audience being integral to the success of the franchise.
Let's Go seems like an introductory game for a new audience brought by the Switch, a bridge between Go and the main series.
Isn't the majority of Nintendo's stock holders whiny babies that complain whenever they refuse to acquiesce to their demands and make that nightmare version of SMB 3 some guy wrote up where it costs money to jump that Nitnendo only humors as a money source and literately nothing else?
I think Serebii's concern is justified. People were saying the same about FE and waifus and look where we are now.
If Let's Go is a big success and the traditional RPG is a smaller success, the conclusion to draw is that since not all the people who bought Let's Go bought the traditional game and given that not 100% of the people already familiar with Pokemon who bought the traditional game would have bought the simplified version, the simplified version is the more commercially viable, because the people who aren't interested in the more complex variant are fewer than those who do.
October Actually was not that big as Mario O released on the last 3 days
No, they're adults who care about their money more than cheerleading for companies.
Nintendo have sent signals with Labo, Let's Go and their own comments that they planned to expand their audience to the more casual crowd this year. I don't think it's a bad idea to chase the casual audience, but I think they have started way, way too soon to pivot in that direction.
Which is great for people who want to make money, right? Most analysts know that the stock market reaction to Nintendo's E3 was very premature. 1st, Nintendo changed their way of announcing things (more spaced out with directs, instead of providing all the information in one sitting like the E3). 2nd, Analysts know that Switch caught developers by surprise (some of them straight up admitted it) - ergo, development and support for the system startet later than usual.
This is a great situation. The ods of switch failing are very small. Yet - to the joy of stock owners - the E3 presentation somehow managed to decrease the stock value, eventought there isn't a "real" problem here. That's great. If I were a stock owner, I would tell everyone I know that Nintendo fucked up and or is dying. The press and the media is already helpng me, because that's how they make money, and Nintendo doom articles are always entertaining/click-worthy.
I'd then just wait and wait till the lowest point of this "doom period" and then buy extra Nintendo stock, because the chances are very high it will go up again in the forseable future, and that's how I make profit.
the problem is not caring about money, but how fast, for several years now Nintendo been working on long term strategies (evergreen titles) Investors wants instead insta payback model (flavor of the month) and this is where when they are not served that, they panic crash.
this year is the perfect example, Nintendo is aiming for a whole year 20M focused on the last 6 months, yet you see lots of doom, gloom and panic just cause Q1 might be under Q1 last year
Yes, but 360$ is precisely a "onetime lump sum".
Nintendo doesn't make the Pokemon games : it's Game Freak. And I have absolutely no confidence in Game Freak.
Yes it's true, I had forgot that. But Mario Odyssey was the third best selling game of the month, so I think it still helped hardware sales.
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