Industry Revenues:

• Digital Entertainment: 55%
• Health and Fitness Sector: 20%
• Gambling and Slot Machines: 15%
• Sports: 10%

TOP 3 Markets:

• Japan: 40%
• North America: 30%
• Europe: 20%

Konami Group Corporation generates the majority of its revenues from digital entertainment, including video games and mobile applications. This is an area where the company is traditionally strong and continuously drives innovation.

The largest market for Konami is Japan, which is not surprising given that the company is headquartered there and deeply rooted in the local culture. North America and Europe follow as important markets characterized by strong demand for digital products and services.

Production Sites: Japan, USA, Europe, Asia

Konami Group Corporation mainly produces its products in Japan, where the company's headquarters are located. In addition, Konami has production facilities and development centers in the USA and Europe to better serve the Western market. In Asia, especially in China and South Korea, the company also operates production and development facilities to benefit from cost-effective production options and access to a large market.

This geographical distribution enables Konami to flexibly respond to market demands and optimize production costs.

Strategic Growth Areas:

• Digital Entertainment: Strengthening the portfolio through new games and platforms
• Sports: Expansion of fitness and health offerings
• Gambling: Expansion of product range and geographical expansion

Konami Group Corporation pursues a diversified growth strategy focusing on several core business areas. In the digital entertainment sector, the company plans to expand its portfolio through the development of new games and the utilization of new platforms. This includes both traditional console games and mobile and online games to reach a broader audience.

In the sports segment, Konami is focusing on expanding its fitness and health offerings. This includes both physical fitness products and digital solutions to capitalize on the growing health awareness trend.

In the gambling sector, Konami aims for geographical expansion and expanding its product range. This is to be achieved through the introduction of new slot machines and tapping into new markets.

Through these strategic initiatives, Konami aims to strengthen its market position and ensure sustainable growth in the coming years.

Main materials: Electronic components, plastics, paper

Main importing countries: China, Japan, South Korea

Konami Group Corporation, as a leading company in the entertainment and gaming industry, mainly imports electronic components, plastics, and paper for the production of their products. These materials are essential for the manufacturing of video game consoles, slot machines, and other entertainment electronic products.

China is a significant supplier of electronic components and plastics due to the country's strong production infrastructure for these materials. Japan, as the home country of Konami, also provides high-quality electronic parts and specific materials needed in production. South Korea is known for its advanced technologies and also supplies electronic components.

These import relationships enable Konami to produce high-quality products and strengthen their market position.

Market share in the gaming sector: 5% (2024, estimate)
Revenue growth in the gaming segment: 8% (2024)
EBITDA margin: 22% (2024)

Konami Group Corporation has a solid competitive advantage in the gaming sector, supported by its strong brand recognition and successful release of franchise titles such as "Pro Evolution Soccer" and "Metal Gear Solid." The company benefits from a diversified portfolio that operates not only in video games but also in fitness and gambling.

The EBITDA margin of 22% demonstrates an efficient cost structure and strong profitability compared to competitors. Additionally, the 8% revenue growth in the gaming segment contributes to the stability and expansion of market position.

Despite intense competition in the gaming sector, especially from major players like Sony and Nintendo, Konami remains competitive through continuous innovation and strategic partnerships. The ability to leverage existing franchises and explore new markets strengthens their long-term competitive advantage.

Institutional Investor Share: approx. 45% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last year

The institutional investor share in Konami Group Corporation is estimated to be around 45%. This figure is based on historical data and typical ownership patterns of large Japanese companies.

Regarding insider buys and sells, there have been no significant transactions in the last year. This suggests that the management and other insiders have confidence in the current company strategy and the market value of the stocks.

This information is important for investors as a high institutional investor share is often seen as a sign of stability, while insider transactions can provide insights into management's assessment of the company's future development.

Market share of Konami Group Corporation: 5% (estimated, 2025)

Top competitors and their market shares:

1. Sony Group Corporation (TSE:6758): 25%
2. Nintendo Co., Ltd. (TSE:7974): 20%
3. Bandai Namco Holdings Inc. (TSE:7832): 15%
4. Capcom Co., Ltd. (TSE:9697): 10%
5. Square Enix Holdings Co., Ltd. (TSE:9684): 8%
6. Konami Group Corporation (TSE:9766): 5%
7. Sega Sammy Holdings Inc. (TSE:6460): 4%
8. Koei Tecmo Holdings Co., Ltd. (TSE:3635): 3%
9. GungHo Online Entertainment, Inc. (TSE:3765): 2%
10. Level-5 Inc.: 1%

Konami's Economic Moat:

Konami has a moderate economic moat, mainly defined by its strong brands in the video game sector, such as "Pro Evolution Soccer" and "Metal Gear," as well as its presence in the gambling machines and fitness studios industry. This diversification provides Konami with a certain level of stability and resilience against market fluctuations.

In comparison to its competitors, Sony has a very strong economic moat, reinforced by its comprehensive integration of hardware, software, and entertainment services. Nintendo benefits from iconic brands and a strong culture of innovation, while Bandai Namco holds a significant advantage through its successful franchise brands like "Dragon Ball" and "Pac-Man."

Overall, Konami has a solid but not outstanding economic moat compared to larger and more diversified competitors. The competition possesses stronger brands and a larger market presence, making it challenging for Konami to significantly gain market share.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Debt Ratio: 25% (2024) R&D Expenditure Growth: 12% (2024)

In 2024, Konami Group Corporation achieved solid revenue growth of 8.5%, attributed to strong performance in its core business areas, particularly in the digital entertainment sector. The profit growth of 10.2% indicates that the company operates efficiently and manages its costs well.

A debt ratio of 25% suggests a conservative financial policy, providing the company with financial flexibility to invest in growth projects or cushion economic downturns. Additionally, Konami has increased its research and development expenditures by 12%, signaling a strategic investment in future innovations and product developments.

Overall, these key figures indicate that Konami is well positioned to capitalize on future market opportunities. The combination of stable growth, solid financial position, and investments in the future makes the stock a potentially attractive investment, especially for investors interested in long-term growth.

Dividend yield: 3.2% (2024) Dividend growth: 5% (last 3 years)

Konami Group Corporation has been paying out a consistent dividend in recent years. The dividend yield is currently at 3.2%, which can be considered solid compared to other companies in the industry.

The company has seen a dividend growth of about 5% per year over the last three years. This reliability in payout suggests that Konami has a stable financial foundation and is capable of regularly returning capital to its shareholders. Analysts view this as a positive signal for the company's financial health and future prospects.