By using this site, you agree to our Privacy Policy and our Terms of Use. Close

Forums - Nintendo Discussion - NINTENDO stock -34% since March 2018

Cubedramirez said:
Stocks being talked about by people who don't understand markets.

Earnings are king and Nintendo is fine. Move along people.

/thread.

People have no clue how the market works or how it moves. Once Nintendo's stock rises again, people will be silent again cause the ammo isn't there anymore. However, some people did point out good reasons on why it may have fallen. It isn't sales, it's lack of what foreign investors want. They are the ones mostly selling. This happens at every other company, only Nintendo's investors are more nervous than usual. That's the nature of the entertainment and tech industry.



Around the Network
Megiddo said:
Bofferbrauer2 said:

https://www.gamesindustry.biz/articles/2018-07-07-check-out-the-impact-the-steam-sale-has-on-the-european-charts

Nintendo is starting to dominate retail sales in Europe. And even though they don't disclose their digital sales numbers, they're starting to dominate the combined numbers, too.

"Physical data includes all games, but only those sold in Belgium, Denmark, Finland, France, Italy, Netherlands, Norway, Poland, Portugal, Spain, Sweden and Switzerland."

So there's no Germany and there's no UK. That's like two of the biggest markets in Europe, is it not?

Well we do get weekly UK and monthly Germany software rankings where Switch software is doing quite well so no reason to expect the Europe chart to looking much different with them included.



When the herd loses its way, the shepard must kill the bull that leads them astray.

quickrick said:
Bofferbrauer2 said:

Yeah, because nobody is buying games during the steam sale, right?

Seriously, did you even bother to read? Or check the movements in those charts? Or even just looked at the charts? Doesn't look like it, really, otherwise you wouldn't have done that reply.

That sales graph you mentioned is half a year old, get over it already! It's clear by now that it's not just outdated, you're still using it to confirm your false positive.

I have no idea what you're talking about? last week the chart was dominated by playstation, you are putting way to much baseless speculation in a 1 week chart. I rather stick with the facts, like the graph nintendo showed switch doing much worse then NA, and the fact that NA is still out shipping europe along with the ROTW combined tell me enough.  

You want to sit here and tell ps4 is slowing down at least wait for some real info.

Have a link to that chart from last week? I can't find it other than deducing from the positions of last week mentioned in the chart of this week. And while PS4 is doing better then, it's still not close to dominating unless there were games that dropped out that did much better the week prior.

Also, you mentioned only Nintendo games sell on Switch, despite both Switch versions of Fifa and Crash charted in the Top 20. You say slow week of sales while it's the goddamn Steam Summer Sale - that's basically the PC version of Black Friday. But no, not with you

And again, that chart from Nintendo is half a year old and it's clear things have changed, but you prefer to live in the past to not see it apparently. You only selectively accept proofs because they fit your agenda of Switch not doing so hot



Bofferbrauer2 said:
quickrick said:

I have no idea what you're talking about? last week the chart was dominated by playstation, you are putting way to much baseless speculation in a 1 week chart. I rather stick with the facts, like the graph nintendo showed switch doing much worse then NA, and the fact that NA is still out shipping europe along with the ROTW combined tell me enough.  

You want to sit here and tell ps4 is slowing down at least wait for some real info.

Have a link to that chart from last week? I can't find it other than deducing from the positions of last week mentioned in the chart of this week. And while PS4 is doing better then, it's still not close to dominating unless there were games that dropped out that did much better the week prior.

Also, you mentioned only Nintendo games sell on Switch, despite both Switch versions of Fifa and Crash charted in the Top 20. You say slow week of sales while it's the goddamn Steam Summer Sale - that's basically the PC version of Black Friday. But no, not with you

And again, that chart from Nintendo is half a year old and it's clear things have changed, but you prefer to live in the past to not see it apparently. You only selectively accept proofs because they fit your agenda of Switch not doing so hot

Its not my agenda switch was also doing great in 2017 in the charts as well, the only way we found out that it wasn't no where as strong as ps4, is by looking at sales data, we have NPD sales,  every single piece of data we have points to NA having much better hardware sales then europe, and not only that its europe and ROTW combined, so in 20 days when the shipments come out, and europe with ROTW is beating NA, then you can talk about how switch is doing much better in europe hardware wise.



Talking about sales of Q1 this year, Q1 for sales in Japan are up compared to last year, with June sales in US (reportedly NPD insider saying that June for Switch was quite good month) so most likly better than last years June and that would make better or at least similar US sales compared to last years Q1, we dont know how exatly sales are in Europe but we also have some other markets (Korea, Taiwan...) than we didnt had last June.
With all that on mind, If for this years FY Q1 are rely lower compared to last years FY Q1, we probably dont talk about huge difrence (IMO 100-200k most), or maybe Nintendo had bigger Switch shipments last quarter than they needed.



Around the Network

Sales are up YoY because the Switch was extremely limited in supply last year with there being shortages in NA and Japan on an almost weekly basis. I think the idea of the Switch not being able to beat last year's shipments for the quarter which were already too low to meet the demand isn't particularly positive.



quickrick said:
Ljink96 said:
I also heard reasoning that Donald Trump's tariffs on Chinese manufactured electronics have caused investors to become shaky. But, a poor E3 showing, vs. Gamestop seeing sales double during E3 week is a weak argument. Pokemon and Smash Bros. are among Nintendo's best selling franchises, I wouldn't exactly call that a "poor" showing. The stock market in itself is volatile, this happens. Hell, it dropped by like 5% after the Lets Go announcements. Most of these investors don't necessarily understand Nintendo or the game industry like they should.

For example, Pokemon Go shot Nintendo's stocks up the roof, when investors should have been investing in Niantic or The Pokemon Company as they get a greater cut than Nintendo. It was a bad evaluation by the market

Gamestop sales doubled after E3 cause that week they had a crazy promo, trade in xbox/ps4 get 250$ towards a switch. Aside from that main reason it went down is cause nintendo es expecting a lower shipment then Q1 2017, which doesn't bold well for the 20 million forecast. 

So, you are saying that a massive amount of gamers have dumped their Xbox Ones and PS4's in order to get a Switch instead?



Yes I know, I have already posted this...But I am proud of it, was boring to prepare...



Mandalore76 said:
quickrick said:

Gamestop sales doubled after E3 cause that week they had a crazy promo, trade in xbox/ps4 get 250$ towards a switch. Aside from that main reason it went down is cause nintendo es expecting a lower shipment then Q1 2017, which doesn't bold well for the 20 million forecast. 

So, you are saying that a massive amount of gamers have dumped their Xbox Ones and PS4's in order to get a Switch instead?

What does switch sell a week at gamestop 10-15k, it only doubled, you actually could have bought a xbox for 200$, and got 250$ for it, if you traded for a switch.



Megiddo said:
Sales are up YoY because the Switch was extremely limited in supply last year with there being shortages in NA and Japan on an almost weekly basis. I think the idea of the Switch not being able to beat last year's shipments for the quarter which were already too low to meet the demand isn't particularly positive.

But point is that last year shipments were very good despite shortages, so Switch selling similar (little better of worse compared to last year) to last Q1 espacily without big system seller game in that time period, is good in any case.