CTW (Initiation of Coverage): Invisible Hand of AI Behind Japan’s Anime Gaming Leader

457 Views07 Nov 2025 06:35

Issuer-paid

SUMMARY

Global HTML5 anime gaming leader leveraging instant-play platform and AI marketing to lower acquisition costs and enhance monetization efficiency.
Capital-Light model retains ~80% gross revenue, supported by 33 major IP partnerships including Kadokawa, TMS, and Warner Bros Japan.
Growth accelerating with U.S. expansion, FY1H25 revenue +23% YoY, overseas share 29%, Target Price US$5.7, Structural Long rating.

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