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I have to belive this looks good. In the first 6 months of this fiscal quarter net income was 132 billion yen In the last 3 months alone, there were 125 billion yen. They made as much in the last 3 months as the first 6 of this year. Profit margin (well net income/netsales at least) went from 19% to 20%. The net income per share for the first 6 months was 1035 yen. The net income per share for the last 3 months was 1000 yen. That folks is a huge number That means the full year is going to be at LEAST 2500 yen, and with a ceiling of 3200 maybe. That's a P/E of 17 to 22 for a growth stock. (lowside estimate is if they only match 1Q sales of 500 yen/share, i have to believe they come close to or even beat the last quarter). The guidance for hardware and software for the full year has been raised across the board AGAIN. DS Hardware raised from 28 million to 29.5 million (up 5%) DS Software raised from 16.5 million to 17.9 million (up 8%) Wii hardware raised from 17.5 million to 18.5 million (up 6%) Wii software raised from 9.7 million to 11.5 million (up 19%) Only thing that didn't move was gamecube sales LOL
Only thing I don't understand is the forecast for Q4 (ending March).Substracting the ASTONISHING results throught Q3, their Q4 estimate appears to suggest merely 314 billion in net sales 26 billion in operating income 17 billion in net income126 net income/shareThis is vs. what... the 622 billion in net sales and 989 net income/share of Q3?Are they just sandbagging big time??Oh well, saw they raised the dividend ~10%... VERY solid.
Where are you seeing the Q4 estimate? I don't see it in the report anywhere.