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Get Exposure to Millennials' Purchasing Power With This ETF
MarketBeat· 2025-09-27 14:44
Global X Millennial Consumer ETF TodayMILNGlobal X Millennial Consumer ETF$49.85 +0.17 (+0.34%) 52-Week Range$36.87▼$50.86Dividend Yield0.20%Assets Under Management$128.67 millionAdd to WatchlistMillennials have been assigned a lot of blame, from spurring the downfall of paper napkins and bars of soap to turning their backs on mothballs and canned tuna fish. As a millennial myself, I shoulder some of that blame. While I still use napkins and bars of Dial soap, I haven’t opened a can of tuna fish since I le ...
JPMorgan Raises Roblox Corporation (RBLX)’s Price Target To $160, Maintains Overweight Rating
Yahoo Finance· 2025-09-26 14:48
Roblox Corporation (NYSE:RBLX) is among the Renaissance Technologies Portfolio: 10 Biggest Stocks. On September 22, JPMorgan raised the stock’s price target to $160 from $150, while maintaining an Overweight rating for its shares. JPMorgan Raises Roblox Corporation (RBLX)'s Price Target To $160, Maintains Overweight Rating 10 stocks receiving a massive vote of approval from Wall Street analysts The firm noted an increase in engagement on Roblox Corporation (NYSE:RBLX)’s platform during Q2, driven by Gro ...
SharpLink Gaming To Tokenize Stock on Ethereum
Yahoo Finance· 2025-09-25 14:48
SharpLink Gaming (SBET) plans to tokenize the company's stock on the Ethereum blockchain. In today's "Chart of the Day," presented by Crypto.com, CoinDesk's Jennifer Sanasie breaks down this strategic move, which could pave the way for other public companies to use blockchain infrastructure to create shareholder value and enhance market efficiency. ...
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims on Behalf of Investors of Roblox Corporation – RBLX
Globenewswire· 2025-09-24 14:39
NEW YORK, Sept. 24, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Roblox Corporation (“Roblox” or the “Company”) (NYSE: RBLX). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Roblox and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action] On August 14, ...
Why Roblox Stock Looks Like a Solid Buy Despite Growing Concerns About Safety
Yahoo Finance· 2025-09-24 10:05
Key Points Roblox's online gaming platform attracts millions of users every day, which has translated to incredible growth for the business over the years. The company has come under fire for not doing enough to protect kids online, but it does have safety measures available for parents. 10 stocks we like better than Roblox › What I've learned from watching my two kids play Roblox (NYSE: RBLX) is that when it comes to games, what matters most is the overall experience and connectivity with their fr ...
PrizePicks Valued at $2.5 Billion in Sale as Gaming Lines Blur
Yahoo Finance· 2025-09-22 15:25
Swiss gaming giant Allwyn has reached an agreement to buy a majority stake in PrizePicks in a deal that values the daily fantasy platform at $2.5 billion. The move comes with the U.S. gaming industry in chaos; it’s become harder and harder to define what sports gambling is, or how it should be regulated. More from Sportico.com Prediction marketplace Kalshi is advertising that it “makes legal sports betting possible in all 50 states,” operating outside of the industry’s traditional regulation and tax stru ...
Benchmark Highlights DraftKings’ (DKNG) Growth Amid Bettor-Friendly NFL Outcomes
Yahoo Finance· 2025-09-21 08:11
DraftKings Inc. (NASDAQ:DKNG) ranks among the best fast growth stocks to buy now. On September 15, Benchmark reaffirmed its Buy rating and $53 price target for DraftKings Inc. (NASDAQ:DKNG) following the company’s NFL Week 1 results in New York, which exhibited significant handle growth. The firm highlighted that substantial margin compression across the market was caused by bettor-friendly NFL outcomes such as favorites covering and overs hitting, as well as excellent results on popular props and parlay ...
FanDuel And Delaware North Announce Market Access Partnership For West Virginia
Prnewswire· 2025-09-18 16:00
Accessibility StatementSkip Navigation NEW YORK, Sept. 18, 2025 /PRNewswire/ --Â FanDuel, North America's premier online gaming company, and Delaware North today announced a new market access partnership for online sports betting and igaming in the state of West Virginia through Delaware North's Mardi Gras Casino & Resort. The partnership combines Delaware North's extensive gaming and hospitality expertise with FanDuel Group's market-leading sports betting technology and brand recognition. Mardi Gras Casino ...
2025 年中国网络游戏考察核心要点-China Internet_ Key Takeaways from Citi‘s 2025 China Online Gaming Tour
2025-09-18 13:09
**行业与公司** 中国互联网与在线游戏行业 涉及公司包括世纪华通、巨人网络、吉比特、恺英网络、完美世界、三七互娱[1] 会议为花旗2025年中国在线游戏路演的纪要 涵盖与多家A股游戏公司的管理层会议及专家分享[1] **核心观点与论据** * **世纪华通** * 世纪华通旗下世纪游戏已成为全球领先的休闲策略游戏厂商 月流水达3.5-4亿美元[2] 其成功源于创新的内容提供、流量获取专长及经过验证的领导力[2] * 公司产品命中率高 过去1-2年多款游戏连续成功 其中《Whiteout Survival》的利润率超预期[2] 得益于《Kingshot》的贡献 利润增长周期预计将延长至2028-2029年[2] * 《Whiteout Survival》目前贡献了世纪游戏总流水的约40%(海外版)和20%(国内版)[14] 其海外版买量成本占流水约30-40%[15] 公司预计其流水峰值将在运营的第三年达到[15] * 《Kingshot》海外版贡献了世纪游戏约20%的流水[18] 其国内版于8月28日在小游戏平台上线 9月8日在APP上线 当前表现超管理层预期[19] 该游戏目前处于早期投资阶段 今年亏损 预计明年开始盈利[20] * 公司预计未来将运营至少4款月流水超5000万美元的游戏(包括国内外版本的《Whiteout Survival》和《Kingshot》)以及2-3款月流水超1000万美元的游戏[22] * 盛趣游戏从3Q25E开始 增量IP授权收入将开始计入[2] 公司正通过授权传奇IP给第三方发行商和开发商来逐步整合传奇游戏市场[23] * 公司已追溯更正2018-22年所有关联交易以满足证监会审查 预计可在2024年11月6日最终行政裁决后的12个月内申请撤销ST限制[24] * **巨人网络** * 《Supernatural Action》展现出成为下一个大DAU游戏的巨大潜力 用户日均使用时间超2小时[3] 这得益于强大的用户洞察、相较于同行最频繁的每周内容更新以及女性玩家更高的付费意愿[3] * 该游戏利用其强大的社交属性且不依赖传统安卓渠道分发 8月买量成本仅占流水的约20% 实现了显著更好的毛利率和更低的流量获取成本[3][31] 公司估计其8月流水超5亿元人民币[30] * 公司看到多个商业化机会 尤其是在国庆节、万圣节、圣诞节、元旦和春节等节日期间[32] 尽管存在海外发布的潜力 但管理层会谨慎调整内容以适应海外市场 今年不太可能发布[33] * 公司将继续为现有游戏运营和新游戏开发投入研发资源 主要新游戏包括棋盘卡牌游戏《名将杀》和策略游戏《5000 Years》[36] * 公司通过战略投资(如9月10日对AIsphere的投资)和专有AI技术 专注于加强图形和视频生成能力 以改善工作流程、内容生成能力、编码和广告生成[37] * **吉比特** * 管理层将专注于加强《Scepter & Sword》在中国香港、澳门、台湾地区和日本的市场地位 并计划探索西方和韩国市场作为全球扩张的下一阶段[4] * 公司将在下半年逐步推出《问剑长生》的海外版本 并通过小游戏《道友来挖宝》重新激活《Asktao》用户[4] * 股东回报政策保持不变 将在FY25分配第三季度和年度股息 总收益派息率可能维持在70%以上[4] 公司手持现金超40亿元人民币[54] * 《Scepter & Sword》7月15日在海外上线 日本玩家 monetization 提速较慢但在8月显著追赶[43] 其国内DAU和流水贡献仍占绝大部分[44] * 《道友来挖宝》6月流水达数千万元人民币 并在7月/8月实现环比增长[47] * 公司有意识地减少自研和授权产品的管线数量 以专注于选择性更高质量的内容和优化资源利用[48] 未来海外扩张将专注于自身擅长的品类 并鼓励制作人开发具有通用玩法、面向全球受众的游戏[52] * **恺英网络** * 即将于9月19日续签的传奇IP被视为下一个近期催化剂 可推动传奇IP整合下的信息服务收入增长[5] * 若EVE和其他AI计划被证明成功 公司可能成为AI游戏的主要代表之一[5] * 公司建立了三大核心业务支柱:发行、围绕传奇和创新游戏的开发以及投资与IP业务[58] * 公司对传奇游戏的市场机会保持信心 估计其年总市场规模稳定在350-400亿元人民币[60] 过去5-6年持续通过建立996游戏中心作为垂直分发平台 以及将各种关键传奇游戏从韩国IP提供商授权至移动和跨平台适配来扩大市场份额[60] * 996游戏中心的DAU从2021年的约10万增长至去年的45万[61] 信息服务收入在1H25达到6.57亿元人民币[61] * 主要的AI计划包括发布AI伴侣应用EVE(女性版计划年底在中国推出)[66] 内部孵化的AI自动化游戏开发工具Soon[68] 以及发布AI玩具和AI眼镜DPVR AI Glasses[69] * 董事长及管理层承诺未来5年(2024年7月3日至2029年7月2日)不减持任何形式的股份 并在2024年1月1日至2028年12月31日期间使用税后现金分红增持公司股份[71] * **行业长期顺风** * 结构性顺风包括:1)有利的政策支持;2)长期运营执行能力的改善;3)中国玩家在海外市场的更强定位;4)直接分发渠道的存在感增加[6] * 尽管存在对买量成本上升环境的担忧 投资者也对AI如何重塑行业和增强竞争力表现出兴趣[6] **其他重要内容** * **财务数据与预测** * 根据花旗估计 世纪华通FY25收入预测较2024年基期上调了54% FY25净利润预测上调了58%[78] * 巨人网络FY25收入预测较2024年基期上调了48% FY25净利润预测上调了33%[78] * 多家公司的市场市值、收入增长、毛利率、费用率及利润率对比详见文档[76] * **A股游戏公司偏好排序** * 花旗的A股游戏公司偏好排序为:世纪华通 > 巨人网络 > 吉比特 > 恺英网络 > 完美世界 > 三七互娱[1] * **免责声明与披露** * 报告包含分析师认证、重要披露和研究分析师关联信息[7][80] 花旗全球市场公司及其关联公司可能与报告覆盖的公司有业务往来 因而可能存在利益冲突[7] 报告并非投资建议 投资者应将其仅作为投资决策的单一因素[7]
SharpLink Announces Participation in Upcoming Digital Assets Conferences
Globenewswire· 2025-09-18 12:00
MINNEAPOLIS, MN, Sept. 18, 2025 (GLOBE NEWSWIRE) -- SharpLink Gaming, Inc. (Nasdaq: SBET) (“SharpLink” or the “Company”), one of the world’s largest corporate holders of Ether (“ETH”) and prominent industry advocate of Ethereum adoption, today announced that senior members of its leadership team will participate in a series of keynotes, fireside chats, panel discussions and onsite interviews at the following upcoming digital assets conferences and events: September 22, 2025 – DATCON 2025, Seoul, KoreaSeptem ...