nintendo: $53.7bln
sne: $50.8bln

I don't know but Nintendo had another HUGE day on the TSE today. It's up another 3.1% (+1450) at 48,100. I've never seen a stock just rise day after day like this.

The analysts on this stock are funny. None have been close on its movement, and almost all still have a target that is pretty close to the current price.

There is one decent target out there of 80,000 Yen (12 months). But the rest are pretty off base.

The guy from Credit Suisse is the definition of clueless/crooked analyst. By every objective measure Nintendo is already far, far, far above industry returns. Total profit, profit margin, ROI, profit per employee, all are above industry averages. Yet this scammer is claiming it will only perform even to industry average. 

http://online.wsj.com/article/SB118349346065256972.html?mod=googlenews_wsj

"It's the valuations really....It's quite pricey," said Jay Defibaugh, an industry analyst with Credit Suisse, who calculates that Nintendo is trading at roughly 25 times expected earnings for this business year. By contrast, Sony is trading at about 19 times expected earnings. Mr. Defibaugh has a "neutral" rating on Nintendo, meaning he expects the total return to be in line with the industry over the next 12 months.

Credit Suisse's rating on Sony is "outperform," meaning the stock's total return is expected to exceed the industry average by at least 10% to 15% over the next 12 months. Credit Suisse said it expects to receive or intends to seek investment-banking-related compensation from Nintendo within the next three months.

 

 

Need a stock split NOW!

shams said: Need a stock split NOW!

ooohhh shams

you are out of luck.

They talked about it at the shareholders meeting last week..........

and they wont even be looking at it until 2009 I believe.

We should keep in mind that PS2 was selling 5 million consoles a month during their height. I think it could be assumed that Nintendo Wii can pull off the same numbers.

FishyJoe said: The guy from Credit Suisse is the definition of clueless/crooked analyst. By every objective measure Nintendo is already far, far, far above industry returns. Total profit, profit margin, ROI, profit per employee, all are above industry averages. Yet this scammer is claiming it will only perform even to industry average.  http://online.wsj.com/article/SB118349346065256972.html?mod=googlenews_wsj "It's the valuations really....It's quite pricey," said Jay Defibaugh, an industry analyst with Credit Suisse, who calculates that Nintendo is trading at roughly 25 times expected earnings for this business year. By contrast, Sony is trading at about 19 times expected earnings. Mr. Defibaugh has a "neutral" rating on Nintendo, meaning he expects the total return to be in line with the industry over the next 12 months. Credit Suisse's rating on Sony is "outperform," meaning the stock's total return is expected to exceed the industry average by at least 10% to 15% over the next 12 months. Credit Suisse said it expects to receive or intends to seek investment-banking-related compensation from Nintendo within the next three months.   Â

I believe that the analysist is expecting companies in the industry to make more profit in general within the next 12 months. The generation change is currently going and only few companies have made decent profit with current generation, most of the companies start to make profit in the next 12 months (mostly the ones, that have invested in the PS3), but the analysist may not have noticed, that because of large and growing installbase of Wii and DS, Nintendo makes profit each game sold for those platforms, while PS2 continously gets less games constantly. Anyway, Nintendo will make investments, which you count out from the overall profit. And Sony works also in other industries than gaming, so it may have a better profit margin in electronics in general, than average.

in general ignore what analysts say... by the time they say something useful the whole market already knows about it. again, analyst only get paid for writing a report like that. those kind of releases are worthless. analysts who work internally for stockpickers (say, for mutual funds) or traders (say for hedge funds) do not release statements like those.

well, as far as i know anyway. i have some friends who work on wall street and have talked to recruiters about different kind of analysts and that's the impression i get.

but common sense says i'm spot on. look, we HOPE analysts are wrong! that means the market as a whole will not perform as well as our picks, which means we get to get in cheap, which is the whole point.

some stocks are "priced to perfection"; the blue chips like intel, microsoft, sony are likely among them. nintendo might have a huge market cap, but like apple and google, people consistently misunderstand their businesses.

Well, looks like NTDOY is going to close out the week at around $49.70. So close to $50 I can taste it!

A little more info on that moron from Credit Suisse. This is what he wrote about the DS:

"The shift from the Game Boy Advance platform to Nintendo DS, which has been long awaited, is finally kicking up in the US"

No sh*t sherlock, have you been living in a cave the past year? What brilliant analysis.