/vt/ - Virtual Youtubers

KURO ANCHOR
Post black corpo happenings here: bad business decisions, talent cliques, management mishaps, cryptic tweets, graduation letters, google docs, and other substantiated activity of dubious corporate legality and morality.

>>77516233
Report Watch anon here, it’s time to discuss what to expect with the upcoming Q4 report. I’ve looked over the past financial reports of the 2024 FY and the 2023 Q4/FY report to see what we can expect/are looking for.
As we all know, there are two main things everyone is interested in: The performance of Nijisanji English after the termination, and if they’ll hit that yearly forecast. Despite beliefs that Anycolor may try and “hide” NijisanjiEN’s performance, it’s unlikely. In the past year Anycolor has never hidden NijisanjiEN’s results, and unless the results of EN are abysmal I don’t expect that to change.
Expect them to showcase their number of employees and VTtubers (Typically ID/KR are excluded). And while this is a more newer addition, I expect them to also showcase investment of capital into their talents like they announced they invested into their motion capture and recordings. I’m suspecting that they’ll showcase they’re trying to be “better” at handling HR, since via the Raziel C&D we learned that in April they implanted a “Internal Whistleblowing Policy for Livers.”
In addition to featuring revenue/profit numbers, they’ll also be showcasing events/merch that took place this quarter. Considering their uncertainty overseas, It’s reasonable to assume that they’ll put a highlight on events like VRhapsody and the ARLive on a pedestal to placate investors.. Showcases of overseas involvement with conventions like Anime Impulse, Anime Expo, etc. are also usually shown.
After all that, the report just reiterates their vision, explaining VTubers to investors, their “support system”, and how they fit in the entertainment industry. Closing out with an Appendix of their Income statement and balance sheet. Unfortunately, they don’t have a recent precedent of releasing a transcript of the report/meeting, so don’t expect a Q&A like Cover.

AFTER THE REPORT
As for announcements regarding NijisanjiEN, I would not expect anything coming from them on Wednesday. Historically, both ID and KR were announced to be merging in February, before it becoming official in April. There is simply no precedent of them announcing such major changes at a report/meeting.
The report finally releasing may cause some changes however. There would be little to no excuse for graduations to continue if the queue is actually true. However it’s still possible they’re waiting till after the Shareholder’s meeting.
Speaking of that, The Shareholder’s meeting will be happening next month in July. Based on the two available PDFs of resolutions made during the 2022 and 2023 meetings, I don’t expect changes to be made during them to NijisanjiEN. It’s usually intended to pass resolutions on assigning directors/representatives of various positions and other miscellaneous things. Though, it will be intriguing on what Riku Tazumi’s position will be considering how he’s handled his past businesses.

Putting my personal opinion here, It's gonna fail to meet the forecasts. But I'm doubtful on if it will have the same severity as it did last time. I sadly don't think we'll see any mergers in the days after, other than maybe some graduations with the potential roadblock of the report being gone.

TLDR: Expect numbers, and showing off what little good will they can. Don't expect announcements/major changes until maybe the shareholder's meeting, if not longer.

>>76269145
>>76242626
Charmwood anon here, morning report for today so I only got time for pure numbers, no charts unfortunately.

ANYCOLOR FALLS BACK
Anycolor continue to fell as we opened up after lunch, closing out at 2250 yen (-42). Seemingly softening the blow by the new EN Debut and the scarcity of actual trading, as their trading volume has hit ANOTHER record low. They're looking at a 10 yen loss for the week.

COVER IN FREEFALL
Cover isn't so lucky however, as the momentum from before lunch continues and even ACCELERATES as we're ending the day at 1819 yen (-95), a near 5% decrease. While I'm not sure on the exact reasoning for the current decrease, the reason for their sharper decline can be attributed to their trading volume being still abnormally high (or perhaps a new average?) and the overwhelming negative feelings from the stock. Still, a grim sign as they're now looking at a 64 yen loss for the week.

OTHER
Nikkei fell by 0.31% today.
Here are today's trading volumes
Anycolor: 321k
Cover: 5.79 Million

That's all for now, I'll see you all at lunch time (JPN time) later today. If there's anything I missed I'll cover it later on the next lunch or closing report. Try not to entertain certain posts for my sake please.

>>74081525
Spock watch anon here, I did some digging into the chart/reddit post mentioned by >74217256 and >>74243342 respectively. So here's what you need to know. (Also don't take this as financial advice. I'm stupid and I'm just here to yap about numbers and trends.)

In short (sales), short selling by institutions has increased dramatically not only for Anycolor, but also Cover Corp. This has been the case since the Anycolor financial report for Q3.

What's really interesting is the current trends as noted by the original post, Cover's short selling seems to go in a cycle, as shown at the end of this post as currently it's overall trending downward in institutional short sales. The reason for this I can only guess is potentially the upcoming Cover Q4 reports in May.

Anycolor is different however, It also had a cycle as well but it has yet to indicate a return to this cycle. It has instead stabilized close to where it ended up after the March 15th crash after 3Q financial reports. Which mean's confidence in stock, by institutions at least, are for the most part negative. Do not expect this to change suddenly however (barring some miracle like the Nikkei shooting up tenfold, or they find the actual Gura killer.) Because we've now essentially left a "consolidation phase" like the original post mentioned. Which effectively means not much erratic change and we're left with gradual trends. Unfortunately for Anycolor, they've failed to stop the bleeding from the consolidation phase jumpstarted from their crash, and instead continued a gradual downward trend leading to a feedback loop of confidence dropping and institutional shortselling. It also doesn't help that nothing really has shown their on the upturn except for maybe the ARLive & Chronair concert.

Also, based off Anycolor charts, it seems that margin sales ban is still in place for Anycolor. Which effectively leaves the stock in the hands of financial institutions it seems. So have fun with that tidbit cause I don't know what this could mean.

TLDR: Institutional short selling shot up and stabilizing following the crash in March for Anycolor. The lack of results following the crash (Poor 3D numbers, CCV shot down to smithereens, ARLive getting memed on) has left to still go on a downward trend.

If anyone wishes to have a look at these graphs, here are Cover's and Anycolor's.
Cover: https://japan-kabuka.com/chart/?id=5253&candledate=2023-04-01
Anycolor: https://japan-kabuka.com/chart/?id=5032&candledate=2023-04-01
Assuming Google Translate isn't a piece of shit, the bars in color indicate the following:
Black: Stock price
Red: Shorts held by financial institutions
Light Blue: Margin Selling
Blue: Margin Buying
Also here's the original post mentioned by me and >>74243342. They're probably smarter than me.
https://www.reddit.com/r/kurosanji/comments/1ca3tow/cover_corp_stock_seems_to_have_a_decoupling_from/l0q5o82/

That's all for now. I'll see you all in like, 7 hours. Apologies if I get anything wrong here, I'm not the most knowledgeable when it comes to this despite the name.

>>73719229 (Me)
>>73752087
Based off my observations, there's three potential reasons this happens (Please correct me if I'm wrong on this.)

1.) Investor's inputs don't really matter to them. (The main reason in my opinion.)
Cover for the most part is still largely owned by Yagoo himself, with only a small part of the company open for public trading. It's only partially public due to circumstances surrounding investors wanting to cash out and getting funding for that 3D studio.
Since he's defacto #1 of the company in terms of ownership, It means he's not really burdened by anyone else's wishes for the company. He's also said that he's planning for the long-term future of the company, rather than the short-term profits, the exact opposite of a certain CEO.
Because of this, it's rather unlikely they'll do anything to prevent investors from wanting to back out or prevent the stock itself from falling like Anycolor did with their buyback their loan margin shtick right before the 3Q reports.

2.) Anycolor fucks it up for everyone.
This is pretty simple and is also amplifier for reason #1. Anycolor as a whole just absolutely tanked confidence in the industry since February, and their Q3 reports made that tank into a M1 Abrams of how much damage it dealt to the industry. there's a reason why sometimes the graphs for the two on certain days are eerily similar.

3.) Nothing to show (Yet) & The Japanese economy
While there are collabs with other companies coming out, Cover has yet to release their Q4/Yearly financial reports yet. And with industry confidence shaken, it's likely more people want to dip first rather than wait more.
And there's also the Nikkei/Japanese economy that's been rather stagnant and even decreasing (albeit just by 1% over the last month as of writing) right now. So that's also a potential factor.

Overall, it's just not really that enticing to invest right now in most investor's eyes with the following conditions/factors.