Bandai Namco: Growth Isn't The Story--Unit Economics Are (OTCMKTS:NCBDF)
Seeking Alpha·2025-12-23 10:55

I would consider Bandai Namco Holdings Inc (Oct Market NCBDF) as a global entertainment company. It creates popular characters (such as Gundam and Pac-Man) and stories, and then monetizes them by turning them into toys, games, and other entertainment experiences.BSc (Eng), MBA. Self-taught value investor with 2 decades of investing experience. Blogger at i4value.asia. The blog is on value investing through case studies where I analyze and value listed companies in the ASEAN and US regions. I have an excepti ...