Nintendo – Nintendo Targets AR as Sony Consolidates VR
There are signs that the gaming world could split between strong AR implementations by Nintendo and strong VR implementations by Sony.
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Bilibili Secondary Listing - Volatile but Should Be Hot
Bilibili plans to raise around US$3bn in its secondary listing in Hong Kong. We have covered the background of the deal in our earlier notes. In...
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Global Fund Positioning in Japan: Underweight and Underowned
With the Nikkei 225 index breaking 30k this month, Global managers remain under-invested and underweight Japan versus the benchmark MSCI All...
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Nintendo – Direct Points to Improving Third Party Support and Holiday Launch for New Switch
The Nintendo Direct today showcased titles from Square Enix, Capcom, Koei Tecmo and Nintendo itself, pointing to a moderately strong pipeline...
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Nintendo – DLSS Developments Have Implications for Switch “Pro”
We examine recent developments for Nvidia's DLSS technology and consider the implications for the expected Switch "Pro", including for third party...
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