KONAMI Corp (ADR) (NYSE:KNM)
The Company develops, publishes, markets and distributes video game software products globally as well as for use on personal computers.
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Video games industry set to double in the next few years; Konami works with the market leader Nintendo.
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Very few titles tied to the Wii, and too many tied to the PS3. Great titles, poor choice of platforms.
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KNM has one of the best IP portfolios among the software publishers, yet consistently trades at a discount to its American peers. Since American publishers and a certain console manufacturer have a weak presence in Japan, KNM could be an attractive acquisition target. Foregoing an acquisition, it will still benefit from the current console cycle. Catalysts include old content (e.g. early iterations of Castlevania and Metal Gear) sold over services like Xbox live arcade, new iterations of key franchises on the next gen consoles, and continued growth in the mobile market.
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Software and gaming Japanese company. Solid financial and management. Has carved out a good niche in casino gaming machines and also in software gaming business.
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Dance dance to the 52-Week Low.
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Part of the mix. Any one want to pick up a krispy kreme franchise or two?
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Some how i missed this one when i was rating other video game manufacturers. it is a little pricey at this point, but in the long run this industry has so much growth potential this is an easy out perform pick.
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