Nintendo's next Handheld console nicknamed "MH"

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3dsatackman

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Just a few hours ago yahoo japan released this statement(I used google translate to translate so it may not be completely accurate):
★ 9: 16 templates HD- Mizuho reaffirm the path to stable growth in the target price hike in the total of announced
 Temp Holdings < 2181 > is four days continued to grow.The Mizuho Securities, 20.3 period EBITDA600 billion yen, re-check and comments the path to stable growth in the total announced in the operating income of 45 billion yen.Continued investment decisions "buy", target price is raised to the 1800 yen → 1900 yen.
 Clerical dispatch and centered on the recruitment and growth of organic due to economies of scale were, focused on agile M & A (mergers and acquisitions) stable growth by. Financial Results 20.3 term sales 750 billion yen in the new medium-term management plan that has been presented at the meeting, EBITDA600 billion yen, with operating income 45 billion yen has been shown, was said to have increased path to stable growth. ★ 9: 17 lawyers dot com - continued to grow cloud contract service contract creation support function to release  lawyer dot com < 6027 > has continued to grow. The company after the close of May 23, in Japan's first Web-contained cloud contract services to provide "cloud sign", announced that it had released the contract creation support function that allows the creation of a contract on the cloud sign.  By providing in corporate activities stationery of frequently used contract for free, those that support the creation of a contract in the small and medium-sized businesses and sole proprietors. In the future, the goal of stationery provision of 1000 type of contract, was the attempt to service expansion. "Cloud Sign" was released in October 2015, it introduced the number of companies topped the 1600 companies, including listed companies, total contract number has topped the review 15,000. ★ 9: 18 Nintendo - Mitsubishi UFJMS the target stock price reduction long-term investment target  Nintendo < 7974 > has continued to fall. Mitsubishi UFJ Morgan Stanley Securities, change the new driver of the medium-term profit growth story to the next-generation game consoles. As a long-term investment, and continued investment decisions "Overweight". Target price was cut yen 34000 yen → 32200.  Due to a change in the number of exchange premise, now 17.3 period - 20.3 period expected the downward revision. Change the contents of the medium-term profit growth story. Towing auditors, conventional "health services, theme parks, mobile game" from the new business, such as, but was switched next-generation game machine "NX" and next-generation portable game machine to "MH (tentative name)", medium-term growth of scenario was that there is no change.  The expected future, new and weaving of the revenue impact of the whole picture announcement of NX and MH, if dispel the realization of skepticism for the monetization of mobile games, there is a high possibility that stock prices are largely re-evaluation, assuming long-term investment, now has to think and entry timing. ★ 9: 21 Len Tracks - 3 days continued to grow in April, sales rose 28.4%  Ren Tracks < 6045 > is unchanged scissors three days continued to grow. The company has 23 days, in April, monthly sales (preliminary) has announced that it was 620 million yen (year-on-year 28.4% increase).Partner publishers the number at 14,973 people, an increase compared to the previous month 484 people. ★ 9: 21 santec-4_Nichizokushin sales certification of the acquisition in the domestic optical intraocular dimension measuring device  Santec < 6777 > is four days continued to grow. The company after the close of May 23, the optical intraocular dimension measuring apparatus of medical brand "movu," "SS-OCT biometer ARGOS (model name: ARGOS)" For, announced that it had acquired the domestic sales authentication. The product has already started in Europe, the sales activities in the United States. ★ 9: 21 Oryx - Mitsubishi UFJMS the target share price hike profitability improvement and stabilization of the profit goes  Orix < 8591 rebound>. Mitsubishi UFJ Morgan Stanley Securities, evaluation and profitability improvement and stabilization of profits is progressing. Also of interest to the dividend increase significantly, continuing the investment decision "Overweight", target price is raised to the 2300 yen → 2400 yen.  Fine fix the profit forecast of now 17.3 Phase-come 18.3 term. (1) service that gross margin stabilization and improved profit of profitability due to the expansion of the proceeds, (2) step-by-step by the increase in the dividend payout ratio medium term significant dividend increase is no change to the equity story, such as it is expected. Although the interim dividend forecast in the first of the company planning the current fiscal year it has generally remained flat, was revised upward the dividend is expected in the interim results point to stand a certain amount of profits prospect.  Although guidance of interim dividend had a somewhat disappointing, in the expected core income basis of ROE, excluding the capital gain element can be secured a level of more than 10%, the current stock price is left to the level below the PBR1 times ( may 18 has been closing price 0.86 times the base), was still upside room of the company's stock is considered to be greater.
 
For those who want something clearer to read :
DHZ Financial Research Trader Website said:
Nintendo - Mitsubishi UFJMS cutting stock price benchmarks, targeting long-range investment

Nintendo <7974.T> continue to see their stock prices fall. At the Mitsubishi UFJ Morgan Stanley Securities, the new traction for mid-term profit growth is being changed to next-generation game console. As a target for long-term investment, the investment judgment "Overweight" is continued. The stock price benchmark is being reduced from 34000 yen to 32200 yen.

By doing things like changing money order premises, forecasts from FY March 2017 to FY March 2020 are being revised downwards. The driving force for economic growth has been switched from previous new businesses like "Health service, Theme park & Mobile games" to the next generation game console NX and next generation portable game console MH (Tentative title). There is no change in mid-term growth scenario.

Things being predicted from now on are new factors to profit impact when NX and MH are to be fully announced, and monetization of mobile games. If the skepticism on these can be wiped away, there is a high chance that their stocks will be greatly revalued, and as a premise for long-term investment, now is perhaps the [best] entry timing [to invest here].
So I guess the NX isn't going to be a "two-in-one" console like a lot of people have been hoping for, assuming this is true.
 
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I am not sure if this is entirely true as it is still just a rumor but who knows.
 
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