After the US yesterday, now Japanese gaming stocks get hammered (Wednesday 1:30pm local time, trading continues):
- Nintendo -12.3% (earnings yesterday)
- Capcom -9.1%
- Konami -7.7%
- Koei Tecmo -6.3%
- Sony -4.2%
- Kadokawa (From parent) -3.9%
- Square Enix -3.4%
- Bandai Namco -3.4%
- Sega -1.6%
After my post on Japan, now here is game stock performance in the West for the whole of 2025:
Unity +80.2%
Take-Two +39.9%
Roblox +37.7%
CD Projekt +24.6%
Ubisoft -49.9%
Embracer spun off Coffee Stain in 2025 + EA was bought out, so I left those out.
Microsoft: +15.5%.
This huge plus is purely activist-driven.
Major Japanese video game company stock moves in 2025 (today was the last trading day in Tokyo):
Konami +47.26%
Square Enix +38.70%
Sony +26.20%
Nintendo +16.81%
Bandai Namco +12.33%
Capcom +8.31%
Koei Tecmo +4.21%
Sega -20.55%
I contributed 3 predictions for the global game industry in 2026 with GamesIndustry.biz:
www.gamesindustry.biz/gta-6-delaye...
The activist's stake now reached 16.48%.
(Enix founder Fukushima is still top at 19.28%.)
My video again on this topic: youtube.com/watch?v=DAPm...
Singapore activist investor 3D Investment Partners increased its stake in Square Enix.
They now own a whopping 15.40% + are the No. 2 shareholder, while Enix founder Yasuhiro Fukushima is at 19.28%.
Here is a video I made on the topic a while ago:
www.youtube.com/watch?v=DAPm...
What an amazing live stream it was!
Special thanks to @serkantoto.bsky.social @yosp-jp.bsky.social @kepler-interactive.bsky.social @sandfallgames.bsky.social
#Minimap #MinimapGOTY #GameofTheYear
minimap.net/magazine/Min...
I should
Oh my god, a somewhat neutral-positive (?) opinion about Ubisoft?
I shot another video in which I am trying to highlight where I believe Ubisoft’s potential and value still lies, despite its extremely difficult standing in the industry right now.
YT: www.youtube.com/watch?v=LmVv...
In San Francisco for #GDC2025 and just spotted the soon-to-open Nintendo store. 🇺🇸🇺🇸🇺🇸🇺🇸
Excited to share I will be in San Francisco for GCD 2025 this month.
Let me know if you'd like to meet in person!
#GDC2025
