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Nintendo Co. Ltd. Message Board

  • jpsartrean jpsartrean Jan 24, 2008 2:16 AM Flag

    Wow - they DESTROYED estimates...

    Q3 results

    694 billion revenue
    989 net income/share...

    vs. 565 billion revenue and 773 net income/share estimate

    that's ~22%+ beat on revenue, ~28% beat on net income/share!!!


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    • Am I the only idiot that cannot find this earnings report? plz link.

    • Yeah NTDOY is now trading at aproximatly 27 times the last 9 months earnings. This seems unreasonably cheap for a company with such clear growth ahead of it and such good fundamentals.


    • 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

      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

      • 1 Reply to schreige
      • 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 income
        126 net income/share

        This 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.

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