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第十一届GACA评选全面启动，报名进行中 瑞银证券10月2日发布 《Japan Game Sector
Monthly mobile revenue estimates: September
2024
》报告 ，以下是主要内容。 更多报告，加入 知识星球 后添加小助手（微信号：youxiribao666） Highlights for each company: Bandai Namco: Almost flat QoQ. Further decay in Gakuen iDol M@ster was observed,
but helped by the promotion of Dragon Ball Z Dokkan Battle and One Piece: Bounty
Rush. CyberAgent: Increased 15% QoQ. The half year anniversary of Uma Musume in
September helped contribute to the strong September performance, while other titles
remained relatively solid. Koei Tecmo: 11% QoQ decline. The QoQ decline in revenue was mainly led by decay
of Three Kingdoms Tactics China, which was negatively impacted by launch of a
competitor title (San Guo: Mou Ding Tian Xia by Bilibili) in late June. Given the title
contributes royalty income to Koei Tecmo, we expect an even more significant OP
decline Qo
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