Sanrio of Hello Kitty, Toei Animation of Dragon Ball... aiming to be the "Intellectual Property King" with upward revisions as the "Seven Warlords"! Challenging the "Four Emperors" such as Nintendo and Sony group corp.
What stands out currently is the strong performance in interim results and stock prices. Leveraging the intellectual property (IP) of popular characters from anime, gaming, and other entertainment to boost performance.Companies that own popular character IPs have the strength to generate income not only from Japan, but from all over the world through various means such as anime, gaming, merchandise sales, movies, theme parks, etc., once their business models take off.
Therefore,Introducing 7 stocks with a market capitalization of approximately 0.4 to 2 trillion yen, where the utilization of character IPs is driving performance (The Seven Warlords).Many stocks have upwardly revised their earnings forecasts during the interim results period and are expecting record-high profits for the full year. Stock prices are also performing well, making them candidates for the title of "IP King".Introducing 7 stocks with a market capitalization of approximately 0.4 to 2 trillion yen, where the utilization of character IPs is driving performance (The Seven Warlords).Many stocks have upwardly revised their earnings forecasts during the interim results period and are expecting record-high profits for the full year. Stock prices are also performing well, making them candidates for the title of "IP King".Many stocks have upwardly revised their earnings forecasts during the interim results period and are expecting record-high profits for the full year. Stock prices are also performing well, making them candidates for the title of "IP King".
Therefore,Introducing 7 stocks with a market capitalization of approximately 0.4 to 2 trillion yen, where the utilization of character IPs is driving performance (The Seven Warlords).Many stocks have upwardly revised their earnings forecasts during the interim results period and are expecting record-high profits for the full year. Stock prices are also performing well, making them candidates for the title of "IP King".Introducing 7 stocks with a market capitalization of approximately 0.4 to 2 trillion yen, where the utilization of character IPs is driving performance (The Seven Warlords).Many stocks have upwardly revised their earnings forecasts during the interim results period and are expecting record-high profits for the full year. Stock prices are also performing well, making them candidates for the title of "IP King".Many stocks have upwardly revised their earnings forecasts during the interim results period and are expecting record-high profits for the full year. Stock prices are also performing well, making them candidates for the title of "IP King".
A useful reference for measuring the "strength" of character IPs is the material presented in the Cabinet Office "First Meeting of the New Capitalism Realization Conference Content Industry Public-Private Council" (September 9, 24),World ranking of cumulative income tied to characters (up to 23 years), ranking 17th globally.Indeed.
In fact, there are character IPs related to Japanese companies besides the 7 listed in red as "content originating from Japan." For example, Transformers at 12th place, $TOMY (7867.JP)$was developed by .
Furthermore, all characters up to 17th place are七武海と4銘柄（四皇）のいずれかに関連している。
Furthermore, all characters up to 17th place are七武海と4銘柄（四皇）のいずれかに関連している。
7社とも中間決算では前期の業績を大きく上回っており、決算発表前を含めて $BANDAI NAMCO Holdings (7832.JP)$、 $Sanrio (8136.JP)$、 $Toho (9602.JP)$、 $Toei Animation (4816.JP)$、 $TOMY (7867.JP)$のFive companies have revised their full-year outlook upwards.was conducted. $Konami Group (9766.JP)$There has been no upward revision so far, but the full-year outlook at the time of interim results.The progress rate of operating profit is 59.0%.reached.
Bandai Namco, Konami, Toho, Tomy expect record high sales and profits for the second consecutive period.。Sanrio, which achieved its highest profit in 10 years in the previous period, is also expected to achieve its highest profit for the 2nd consecutive year.。Toei Animation anticipates record high sales for the 3rd consecutive period due to upward revision.Operating profit has reached 63% of the full-year forecast after upward revision at the halfway point.If we continue at the same pace as in the previous period, we will achieve record profits.It has become clear that Nvidia's strong sales and forecasts are supported by the company's Graphics Processing Unit (GPU) becoming a central player in the generative AI boom.
The greatest strength of businesses utilizing IP is that once the business is on track, the IP generates profits "on its own," leading to a higher operating margin.In the interim earnings of the 7 companies,All companies have increased their operating margin compared to the same period last year.Among these companies,Sanrio and Toei Animation have achieved an effective monetization of their IP with operating margins in the 30% range.it is evident that they have effectively monetized their IP.
Toho and $Nippon Television Holdings (9404.JP)$such as,Accelerating growth through the acquisition of excellent IP and IP creative companiesMovement is also gaining momentum.
Toho and $Nippon Television Holdings (9404.JP)$such as,Accelerating growth through the acquisition of excellent IP and IP creative companiesMovement is also gaining momentum.
●Seven WarlordsThe stock price is also performing well.
With good performance, the stock price is also doing well. Note that Toei Animation is the parent company's $Toei (9605.JP)$Also posted the stock price movements.
Sanrio, Toho, Takara Tomy, Toei renewed their all-time highs in November.Toei continues to experience a phenomenon of market capitalization reversal with its subsidiary Toei Animation, relatively undervalued.
Sanrio, Toho, Takara Tomy, Toei renewed their all-time highs in November.Toei continues to experience a phenomenon of market capitalization reversal with its subsidiary Toei Animation, relatively undervalued.
◆Sanrio: Breaking away from the dependence on Hello Kitty, who is celebrating her 50th anniversary.
Breaking away from the dependence on Hello Kitty, who celebrated her 50th anniversary in November this year, has become the driving force behind the V-shaped recovery of performance. The strategy of multiple characters has been successful,The composition ratio of Hello Kitty's gross profit has decreased from over 75% ten years ago to 30%.The ratio of mixed characters including Kitty has increased from 1.6% to 19%. Especially overseas, the proportion of Kitty's sales in revenue has decreased from 93% ten years ago to 50% in fiscal year 23.
In the mid-term management plan from fiscal year 24 to fiscal year 26, as the third arrow of the "3 arrows" toward stable and sustainable growth, they are aiming for "Expansion of IP portfolio and multi-layered monetization."To broaden the scope of development from focusing on merchandise, they have set forth "Expanding IP portfolio and multi-layered monetization".In the gaming sector, they are considering partnering with investments, using traditional stores as experiential touchpoints, and strengthening the sale of English teaching materials utilizing characters, in order to expand beyond merchandise centric approach.In the period from fiscal year 24 to fiscal year 26, they set forth "Expansion of IP portfolio and multi-layered monetization" as the third arrow of the three arrows toward stable and sustainable growth.In April 2024, events such as holding a "Hello Kitty Night" where Kitty throws the opening pitch at Dodger Stadium of the Major League Baseball, as well as actively conducting event promotions.
Set forth in the medium-term management planAchieved a market capitalization of 1 trillion yen in October 2024Expected to achieve the target of 40 billion yen in operating profit by the end of March 2025.
◆To create intellectual property including locally-produced and locally-consumed content originating from overseas at Toei Animation.
Having nearly 70 years of history, Toei Animation is recognized as a prestigious anime production company. They hold a unique position in producing anime like Dragon Ball and One Piece serialized in Shonen Jump.Rights for anime adaptations of Shonen Jump manga, including titles like Dragon Ball and One Piece.Having a large number of IP holdings. The parent company Toei is listed on the main board market.
The companyTaking the initiative in developing, nurturing, and operating IPs as part of the 'IP Holder' strategy.Specifically, they aim to increase the number of IPs created, extend the IP lifecycle, expand customer touchpoints, and expand deployment regions by strengthening IPs domestically and overseas.
As the three pillars for developing the global market, the company has outlined three business strategies. They plan to expand popular IPs domestically to suitable overseas markets as an"Export Type", utilising a global distribution network to expand universally as a "Hollywood Type"."Export Type""Hollywood Type" by utilizing a global distribution network for worldwide simultaneous expansion."Hollywood Type"Collaborating with local partners to build local creators and IP."Local production for local consumption"Indeed.
Having nearly 70 years of history, Toei Animation is recognized as a prestigious anime production company. They hold a unique position in producing anime like Dragon Ball and One Piece serialized in Shonen Jump.Rights for anime adaptations of Shonen Jump manga, including titles like Dragon Ball and One Piece.Having a large number of IP holdings. The parent company Toei is listed on the main board market.
The companyTaking the initiative in developing, nurturing, and operating IPs as part of the 'IP Holder' strategy.Specifically, they aim to increase the number of IPs created, extend the IP lifecycle, expand customer touchpoints, and expand deployment regions by strengthening IPs domestically and overseas.
As the three pillars for developing the global market, the company has outlined three business strategies. They plan to expand popular IPs domestically to suitable overseas markets as an"Export Type", utilising a global distribution network to expand universally as a "Hollywood Type"."Export Type""Hollywood Type" by utilizing a global distribution network for worldwide simultaneous expansion."Hollywood Type"Collaborating with local partners to build local creators and IP."Local production for local consumption"Indeed.
◆Bandai Namco Holdings: Developing an "IP Metaverse" to interact with fans.
In 2019, Bandai Namco Holdings acquired Sotsu, holding the rights to Mobile Suit Gundam, through a TOB.In addition to IPs created by the company, strength lies in acquiring character merchandise rights from licensors such as Dragon Ball, One Piece, and Anpanman to develop and sell products and services.としている。
In the medium-term plan from fiscal year 2022 to 2024, the key global strategy is to focus on the IP axis strategy.They have adopted the IP axis strategy. By leveraging the worldview and characteristics of the IP, they aim to maximize the value of the IP by providing optimal products and services at the right time to the right regions.The plan involves investing 15 billion yen in the development of an 'IP Metaverse' as a point of contact with fans, and 25 billion yen in strategic investments for maximizing IP value.They prioritize maximizing IP value from a longer-term perspective and have a policy of 'collaborating openly with all partners.' In August 2024, they signed a capital business alliance with Toho for the planning, development, and utilization of original IPs domestically and internationally.They aim to leverage Toho's expertise in IP creation and film and television production, along with Bandai Namco HD's experience in IP deployment.
The plan focuses on maximizing IP value and emphasizes open collaboration with all partners.In August 2024, they signed a capital business alliance with Toho for the planning, development, and utilization of original IPs domestically and internationally.They aim to leverage Toho's expertise in IP creation and film & television production, along with Bandai Namco HD's expertise in IP deployment.
In 2019, Bandai Namco Holdings acquired Sotsu, holding the rights to Mobile Suit Gundam, through a TOB.In addition to IPs created by the company, strength lies in acquiring character merchandise rights from licensors such as Dragon Ball, One Piece, and Anpanman to develop and sell products and services.としている。
In the medium-term plan from fiscal year 2022 to 2024, the key global strategy is to focus on the IP axis strategy.They have adopted the IP axis strategy. By leveraging the worldview and characteristics of the IP, they aim to maximize the value of the IP by providing optimal products and services at the right time to the right regions.The plan involves investing 15 billion yen in the development of an 'IP Metaverse' as a point of contact with fans, and 25 billion yen in strategic investments for maximizing IP value.They prioritize maximizing IP value from a longer-term perspective and have a policy of 'collaborating openly with all partners.' In August 2024, they signed a capital business alliance with Toho for the planning, development, and utilization of original IPs domestically and internationally.They aim to leverage Toho's expertise in IP creation and film and television production, along with Bandai Namco HD's experience in IP deployment.
The plan focuses on maximizing IP value and emphasizes open collaboration with all partners.In August 2024, they signed a capital business alliance with Toho for the planning, development, and utilization of original IPs domestically and internationally.They aim to leverage Toho's expertise in IP creation and film & television production, along with Bandai Namco HD's expertise in IP deployment.
◆Toho: Declares M&A as part of the strategy to make the anime business the "4th pillar"
In the group management strategy until the 100th anniversary in 2032, three important points including M&A are includedStrengthening investment in IP creation and expansionTo maximize the value of intellectual propertyThey cite making the anime business the "4th pillar"The four key words of the growth strategy are "planning & IP", "animation", "digital", "overseas".Content-related investments, including M&A, are planning to reach 50 billion yen from fiscal year 2023 to fiscal year 2025Is
In fact, in August 24, Bandai Namco Holdings formed a capital business alliance, in addition toin October, announced the acquisition of a US company distributing Studio Ghibli's works and other Japanese anime in North America. Further in November, announced the establishment of a corporation in Singapore to handle IP and licensing businesses for the entire Asia region. Similar local companies in North America are already distributing Godzilla films.
In the group management strategy until the 100th anniversary in 2032, three important points including M&A are includedStrengthening investment in IP creation and expansionTo maximize the value of intellectual propertyThey cite making the anime business the "4th pillar"The four key words of the growth strategy are "planning & IP", "animation", "digital", "overseas".Content-related investments, including M&A, are planning to reach 50 billion yen from fiscal year 2023 to fiscal year 2025Is
In fact, in August 24, Bandai Namco Holdings formed a capital business alliance, in addition toin October, announced the acquisition of a US company distributing Studio Ghibli's works and other Japanese anime in North America. Further in November, announced the establishment of a corporation in Singapore to handle IP and licensing businesses for the entire Asia region. Similar local companies in North America are already distributing Godzilla films.
◆Nippon Television Holdings: Acquiring strong IPs through the subsidiary of Studio Ghibli
For the medium-term management plan from fiscal year 2022 to fiscal year 2024a "content-centric" approachSetting a priority goal of maximizing the value of content. Towards realization,it is said that the establishment of the Content Strategy Headquarters, evolution of IP content development, promotion of digital and overseas expansion, and the creation of a new collaborative system with external partners will be carried out.In October 23, Studio Ghibli, which holds the rights to many Hayao Miyazaki works, was acquired as a subsidiary.
It also contributed to the increase in sales and profits in the 25th March interim (April-September) earnings report, leading to double-digit growth in revenue and profit compared to the same period of the previous year.closest to "Intellectual Property King" domestically.
For the medium-term management plan from fiscal year 2022 to fiscal year 2024a "content-centric" approachSetting a priority goal of maximizing the value of content. Towards realization,it is said that the establishment of the Content Strategy Headquarters, evolution of IP content development, promotion of digital and overseas expansion, and the creation of a new collaborative system with external partners will be carried out.In October 23, Studio Ghibli, which holds the rights to many Hayao Miyazaki works, was acquired as a subsidiary.
It also contributed to the increase in sales and profits in the 25th March interim (April-September) earnings report, leading to double-digit growth in revenue and profit compared to the same period of the previous year.closest to "Intellectual Property King" domestically.
●Therefore, 10-300 yuan products operating income is 401/1288/60 million yuan, respectively.Identifying the maximization of the value of content as one of the key objectives. In pursuit of this goal,"Second Emperor"
A globally operating company that already leverages strong IP, with a market capitalization of approximately 4 to 30 trillion yen.What sets it apart from the "Seven Warlords" is $Sony Group (6758.JP)$、 $Nintendo (7974.JP)$2 domestic brands and 4 companies in the USA $Disney (DIS.US)$、 $Warner Bros Discovery (WBD.US)$. "Intellectual property king""Intellectual property king"In close proximityThe "Yonko"Can also be said to be a presence.
A globally operating company that already leverages strong IP, with a market capitalization of approximately 4 to 30 trillion yen.What sets it apart from the "Seven Warlords" is $Sony Group (6758.JP)$、 $Nintendo (7974.JP)$2 domestic brands and 4 companies in the USA $Disney (DIS.US)$、 $Warner Bros Discovery (WBD.US)$. "Intellectual property king""Intellectual property king"In close proximityThe "Yonko"Can also be said to be a presence.
◆Nintendo: Focusing on expanding the population engaging with IP through films and theme parks
Having long served as a frontrunner in the gaming market,Powerful IP including Pokémon and MarioHave brought into existence.
The company's fundamental strategy includesexpanding the population exposed to Nintendo IP. As part of that effort, the company is focusing on expanding beyond the gaming sector. In particular,efforts are being made to effectively utilize channels that have contact with a large number of people, such as Hollywood movies and theme parksIs
The film 'The Super Mario Brothers Movie', released in April 2023,was viewed by approximately 1.07 billion people。In April 2026, Nintendo Co. Ltd is progressing with the development of a new animated film for Mario, followed by plans for a live-action film for "The Legend of Zelda".At the theme parks, in 2021 Universal Studios Japan in Osaka launched the "Super Nintendo World", while in 2023 Universal Studios Hollywood in the USA will open it.
Furthermore, in February 2025, it is planned to open in Orlando, USA, and later in Singapore.Furthermore, in February 2025, it is planned to open in Orlando, USA, and later in Singapore.In February 2025, it is planned to open in Orlando, USA, and later in Singapore.In February 2025, it is planned to open in Orlando, USA, and later in Singapore.Furthermore, in February 2025, it is planned to open in Orlando, USA, and later in Singapore.In December 2024, a new area, Donkey Kong Country, will be opened at USJ.In addition, in October 2024, the Nintendo Museum will also open in Uji City, Kyoto Prefecture.Sony Group: The solid "IP Kingdom" built through years of large-scale investments, solidified by the acquisition of KADOKAWA?I did.
Having long served as a frontrunner in the gaming market,Powerful IP including Pokémon and MarioHave brought into existence.
The company's fundamental strategy includesexpanding the population exposed to Nintendo IP. As part of that effort, the company is focusing on expanding beyond the gaming sector. In particular,efforts are being made to effectively utilize channels that have contact with a large number of people, such as Hollywood movies and theme parksIs
The film 'The Super Mario Brothers Movie', released in April 2023,was viewed by approximately 1.07 billion people。In April 2026, Nintendo Co. Ltd is progressing with the development of a new animated film for Mario, followed by plans for a live-action film for "The Legend of Zelda".At the theme parks, in 2021 Universal Studios Japan in Osaka launched the "Super Nintendo World", while in 2023 Universal Studios Hollywood in the USA will open it.
Furthermore, in February 2025, it is planned to open in Orlando, USA, and later in Singapore.Furthermore, in February 2025, it is planned to open in Orlando, USA, and later in Singapore.In February 2025, it is planned to open in Orlando, USA, and later in Singapore.In February 2025, it is planned to open in Orlando, USA, and later in Singapore.Furthermore, in February 2025, it is planned to open in Orlando, USA, and later in Singapore.In December 2024, a new area, Donkey Kong Country, will be opened at USJ.In addition, in October 2024, the Nintendo Museum will also open in Uji City, Kyoto Prefecture.Sony Group: The solid "IP Kingdom" built through years of large-scale investments, solidified by the acquisition of KADOKAWA?I did.
◆Sony Group, not limited to character IP, has a diverse range of channels covering entertainment such as film, music, and gaming in the "IP Kingdom" established through long-term massive investments.
Sony Group: The solid "IP Kingdom" built through years of large-scale investments, solidified by the acquisition of KADOKAWA?Sony Group, not limited to character IP, has a diverse range of channels covering entertainment such as film, music, and gaming in the "IP Kingdom" established through long-term massive investments.It has been established. It can be said that it is a company that has valued intellectual property (IP) since the earliest days, such as the acquisition of American Columbia Pictures in 1989.Spider-Man is under the ownership of Sony Pictures Entertainment, which holds the rights for visual adaptations.Is
The companyIn the past 6 years, the company has invested approximately 1.5 trillion yen in IP-related activities, such as the acquisition of the American anime streaming company Crunchyroll.President Hiroki Toji stated in the management policy briefing on May 23, 24, that the value of the IP acquired and created so far has increased, and the entire group will continue to focus on maximizing IP value. As part of this strategy, in the fields of anime, movies, gaming, music, and sports, the company will create, nurture, and expand IPs in a 360-degree approach.The company engages in creating, nurturing, and expanding intellectual property (IP) across various sectors including anime, movies, gaming, music, and sports.としている。A global strategy investment framework of 1.8 trillion yen over the next three years.There is a plan to focus on 'IP investments' as well.
One of them is the move towards acquiring lear. $Kadokawa (9468.JP)$On November 20, KADOKAWA revealed that it had received an initial expression of interest from the Sony Group regarding the acquisition of shares.By acquiring the IP creation expertise of KADOKAWA, mainly focused on books, and popular games like 'Elden Ring' developed by its subsidiary FromSoftware, the aim is to solidify the kingdom.It is said to have a specific goal in mind.
Sony Group: The solid "IP Kingdom" built through years of large-scale investments, solidified by the acquisition of KADOKAWA?Sony Group, not limited to character IP, has a diverse range of channels covering entertainment such as film, music, and gaming in the "IP Kingdom" established through long-term massive investments.It has been established. It can be said that it is a company that has valued intellectual property (IP) since the earliest days, such as the acquisition of American Columbia Pictures in 1989.Spider-Man is under the ownership of Sony Pictures Entertainment, which holds the rights for visual adaptations.Is
The companyIn the past 6 years, the company has invested approximately 1.5 trillion yen in IP-related activities, such as the acquisition of the American anime streaming company Crunchyroll.President Hiroki Toji stated in the management policy briefing on May 23, 24, that the value of the IP acquired and created so far has increased, and the entire group will continue to focus on maximizing IP value. As part of this strategy, in the fields of anime, movies, gaming, music, and sports, the company will create, nurture, and expand IPs in a 360-degree approach.The company engages in creating, nurturing, and expanding intellectual property (IP) across various sectors including anime, movies, gaming, music, and sports.としている。A global strategy investment framework of 1.8 trillion yen over the next three years.There is a plan to focus on 'IP investments' as well.
One of them is the move towards acquiring lear. $Kadokawa (9468.JP)$On November 20, KADOKAWA revealed that it had received an initial expression of interest from the Sony Group regarding the acquisition of shares.By acquiring the IP creation expertise of KADOKAWA, mainly focused on books, and popular games like 'Elden Ring' developed by its subsidiary FromSoftware, the aim is to solidify the kingdom.It is said to have a specific goal in mind.
- Moomoo News Mark
Source: Cabinet Office materials, respective company websites, moomoo
Source: Cabinet Office materials, respective company websites, moomoo
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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