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Even more wow from Wii2
David Gibson thinks Nintendo’s (7974 JP) WiiU is likely to be a big success,
with its demo at E3 creating several “wow” moments for him and the crowd.
WiiU includes a controller with a touch screen and camera. It will broadcast HD
video and allow video calls and web browsing. He said the new controller is
effectively a tablet with game buttons and hence it is likely to be seen as a lower
cost and more powerful alternative for games than the Xbox 360 and PS3.
David has forecast WiiU to be 50% of Wii sales, and was previously concerned
he might be too bullish. Now, based on first impressions, he thinks the risk to
that forecast is on the upside. He suspects the WiiU will come at a comparable
price to Xbox 360 but include the new controller, with the first sales to come
about 12 months from now. David therefore rates Nintendo Outperform, with a
forecast 12-month return of about 30%.
Highlights
With markets expected to mark time until August, David Rickards thinks
European equities offer a port in the storm.
Rob Stevenson thinks US REITs are well positioned to outperform due to
positive fundamentals and investor demand for defensive earnings.
Sameer Rathod continues to like Caterpillar, saying a global infrastructure
boom plus higher asset utilisation will drive growth.
Andrew Dale expected the coal and cement sectors to benefit most from
China’s power shortages and power tariff hikes.
Trading on a P/E discount of 30% relative to its domestic peer Orica, John
Purtell thinks Incitec Pivot is compelling value.
Robert Burghart has upgraded his estimates for Asics, with demand for high
performance running shoes continuing to rise at a brisk pace.
India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
Even more wow from Wii2
David Gibson thinks Nintendo’s (7974 JP) WiiU is likely to be a big success,
with its demo at E3 creating several “wow” moments for him and the crowd.
WiiU includes a controller with a touch screen and camera. It will broadcast HD
video and allow video calls and web browsing. He said the new controller is
effectively a tablet with game buttons and hence it is likely to be seen as a lower
cost and more powerful alternative for games than the Xbox 360 and PS3.
David has forecast WiiU to be 50% of Wii sales, and was previously concerned
he might be too bullish. Now, based on first impressions, he thinks the risk to
that forecast is on the upside. He suspects the WiiU will come at a comparable
price to Xbox 360 but include the new controller, with the first sales to come
about 12 months from now. David therefore rates Nintendo Outperform, with a
forecast 12-month return of about 30%.
Highlights
With markets expected to mark time until August, David Rickards thinks
European equities offer a port in the storm.
Rob Stevenson thinks US REITs are well positioned to outperform due to
positive fundamentals and investor demand for defensive earnings.
Sameer Rathod continues to like Caterpillar, saying a global infrastructure
boom plus higher asset utilisation will drive growth.
Andrew Dale expected the coal and cement sectors to benefit most from
China’s power shortages and power tariff hikes.
Trading on a P/E discount of 30% relative to its domestic peer Orica, John
Purtell thinks Incitec Pivot is compelling value.
Robert Burghart has upgraded his estimates for Asics, with demand for high
performance running shoes continuing to rise at a brisk pace.
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