2009年5月8日 星期五

Nintendo is oversold....

With single digit P/E and such a yield.... I do not think this sell off is justified. But should not buy it until the trend get better.

2 則留言:

cchow32 提到...

Check this article on ign talking about some signs of Nintendo fading in 2009:

http://wii.ign.com/articles/980/980920p1.html

It raises some good points. Granted it mostly focuses on the Wii and Nintendo still has the DSi, I don't think they will do too well unless something dramatically changes.

DW 提到...

Yes....that's why I also short Sony to hedge. I do not see anyway Sony can do better than Nintendo is this environment.

TV lose to Koreans, games lose to Nintendo, operating margin extremely low, a lot of employees but low sales per person....