Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.
The launch of Sword x Staff in Europe and the US and cost controls softened the decline in G-bits’ third-quarter results. Goldman Sachs expects a thinner new-game pipeline to put pressure on 2027 revenue as major games enter the declining phase of their life cycles.
Goldman Sachs ·
New games and overseas expansion have lifted revenue expectations, but customer acquisition, R&D spending and changes in investment income are weighing on profit conversion. Morgan Stanley is more focused on the slowdown in growth in 2027, cutting its price target from 449 yuan to 389 yuan while maintaining its Equal-weight rating.
Morgan Stanley ·
