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@cissan_9984 Nintendo's conservative forecasts are a regular thing, but this time they're being a bit too cautious (lol). Considering the full-scale launch of the next-generation console (Switch 2) and the upcoming holiday shopping season in the second half of the year, they're probably leaving room for an upward revision... The tough part is that the guidance includes the initial sales from overseas.

@cissan_9984 x.com/i/status/208526730371360…

@cissan_9984 I believe Nintendo's stock price will rise tomorrow 🙏

@cissan_9984 That's a typical conservative prediction for Nintendo. They should be a bit more aggressive.

@cissan_9984 x.com/i/grok/share/196b6d8b5c3…

@cissan_9984 One to watch 👀

@cissan_9984 Nintendo's forecast is way too conservative 😅 I think their full-year EPS could be a bit higher 💦

@cissan_9984 That's a bad habit of Japanese companies, especially those with a long history. I wish they'd just go all out and make a big, flashy forecast to inspire their employees.

@cissan_9984 That's exactly right.

@cissan_9984 This value system that considers conventional Japanese conservative predictions a virtue is something that can only be shared within Japan. Since the big players are foreigners, isn't it about time we graduated from being a Galapagos?

@cissan_9984 They're so conservative 😭 But with this stock price, their potential must be incredible💦

@cissan_9984 That's definitely bullying of a major shareholder 😅

@cissan_9984 I can't help but think there's a huge bombshell planted in the second quarter and beyond.

@cissan_9984 Just as I expected.

@cissan_9984 Nintendo's signature "conservative forecast" is in full effect again this time 😂 Are you all assuming an upward revision?

@cissan_9984 Every time I see this prediction, I can't help but wonder, "Are they really going with those numbers?" 🤔

@cissan_9984 Conversely, it could be seen as leaving room for an upward revision. What do you all think?

@cissan_9984 From the perspective of overseas investors, I think a slightly more bullish guidance might be interesting. 👀

@cissan_9984 Nintendo's earnings forecasts are traditionally conservative, but I think many people were surprised this time. 📈

@cissan_9984 Are you all still looking to buy after the earnings announcement? Or are you taking a wait-and-see approach? 🎮📊

@cissan_9984 Conservative predictions are kind of a Nintendo tradition, aren't they? 😊

@cissan_9984 It gives the impression of being a cautious earnings forecast, typical of Nintendo. I always find myself paying attention to it.

@cissan_9984 This kind of prediction method might also be part of a company's strategy.

@cissan_9984 It seems like there are many investors who are hoping for an upward revision 📈

@cissan_9984 Was there a surge in demand for the Switch before the price increase?

@cissan_9984 That's so typically Japanese!

@cissan_9984 x.com/i/status/208527679092309…

@cissan_9984 Nintendo's EPS forecast is far too conservative. Foreign investors are expecting more, so this isn't very shareholder-friendly.

Nintendo earning 127 yen in EPS in Q1 and keeping its full-year forecast unchanged at 268 yen is definitely too conservative. I understand the traditional "ultra-safe driving guidance," but at this pace, it will essentially be flat for the remaining nine months, so from a shareholder's perspective, it's natural to suspect, "Are they still hiding something?" Foreign investors tend to react more strongly to aggressive numbers, so I think the stock price would have reacted differently if they had hinted at a bold upward revision. But perhaps ending with an ultra-conservative stance and then making a series of big announcements later is part of Nintendo's aesthetic.

@cissan_9984 I don't want people who think a huge miss is better than a big miss to participate in investor relations.

@cissan_9984 I don't know anything about Nintendo, but one thing is for sure: I'm really hungry 😩😩

@cissan_9984 No, I think it's worse to lower the stock price by saying that the market expectations were too high and then the company didn't meet them. That's how institutional investors operate, though.

@cissan_9984 Well, they're always incredibly conservative, and one-third of their Q1 non-operating income and below is foreign exchange gains. With the yen currently strong, Q2's non-operating income and below will be quite negative. But even then, being conservative, if you exclude foreign exchange gains, it'll probably be Q1 80, Q2 80-90, Q3 160-170, Q4 50-60, and a full-year EPS of around 400.

It's certainly too conservative... Earning 127 yen in Q1 but only raising it to 268 yen for the full year is typical Nintendo style, haha. However, it seems that rising memory prices and the temporary tariff refunds are also having an impact, so I can understand why they're being cautious. But if they were a little more aggressive, it would be easier for foreign investors to buy in, and the stock price would likely rise even more... What a shame!

@cissan_9984 I don't want people who think a huge miss is better than a big drop to participate in investor relations...

@cissan_9984 Nintendo's predictions are so extremely conservative, it's really frustrating...

@cissan_9984 📈Details below

@cissan_9984 You were doing Texxer, right?

@cissan_9984 x.com/i/grok/share/4b088ee853e…

@cissan_9984 Nintendo's usual special move combination. Will it be too late once memory prices start to drop significantly? It will probably be too late.

@cissan_9984 @grok is he lying always

@cissan_9984 Good Day

@cissan_9984 Fantastic day

@cissan_9984 I wonder if the predictions for traditional arts are not meeting the shareholders' expectations.

@cissan_9984 is this really true or you are just assuming

@cissan_9984 I'm out of ammo.

@cissan_9984 Nintendo has always had a reputation for making conservative predictions.

@cissan_9984 Since it's only the first quarter results, I think they're probably keeping the full-year earnings forecast conservative and not changing it. The semiconductor bubble has burst and it looks like it's going to explode!!!

@cissan_9984 Nintendo's EPS of 127 yen in the first three months is amazing, but their full-year forecast of 268 yen is far too conservative. Certainly, if you want to attract foreign investment, it's okay to make big claims. But shareholders would be more upset if the forecast is completely wrong than if it falls short, so it's a tricky situation.

@cissan_9984 Someone said this It's so typically Japanese!