← G-bits Network Technology Xiamen overview

G-bits Network Technology Xiamen vs Capcom Co.: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

G-bits Network Technology Xiamen Co Ltd (603444.CG)

Q3 202615 Jul – 13 Aug 2026

▲3

G-bits H1 profit jumps 69%, big dividend and overseas surge

H1 profit up 69% on strong game revenue G-bits reported first-half 2026 revenue up 48% to 3.73 billion yuan and net profit up 69% to 1.09 billion yuan. Long-running games like Wen Dao and newer titles drove growth, showing the core business is healthy and profitable.
This is the main new financial result that directly explains the stock's positive momentum.
Large cash dividend of 100 yuan per 10 shares The company plans to pay 718 million yuan in cash dividends, about 66% of first-half profit. This returns real cash to shareholders and signals management confidence, which can attract income-focused investors and support the share price.
The dividend is a new capital return event that directly boosts investor appeal.
Overseas revenue more than triples International sales jumped 201% to 607 million yuan, driven by new launches in Hong Kong, Macau, Taiwan, Japan, and Korea. This opens a much larger market and reduces reliance on China, though new Western launches are not yet profitable.
Overseas expansion is a key new growth driver with a clear positive impact on future earnings.
New Western game launches still losing money The European and American versions of Staff and Sword Legend launched in May 2026 but are not yet profitable due to heavy initial marketing spending. This is a real counterweight: overseas growth is strong but costly, and future profits depend on these games eventually paying off.
It provides the necessary balance, showing that not all overseas expansion is immediately profitable.

July 202615 Jul – 13 Aug 2026

▲3

G-bits H1 profit jumps 69%, big dividend and overseas surge

H1 profit up 69% on strong game revenue G-bits reported first-half 2026 revenue up 48% to 3.73 billion yuan and net profit up 69% to 1.09 billion yuan. Long-running games like Wen Dao and newer titles drove growth, showing the core business is healthy and profitable.
This is the main new financial result that directly explains the stock's positive momentum.
Large cash dividend of 100 yuan per 10 shares The company plans to pay 718 million yuan in cash dividends, about 66% of first-half profit. This returns real cash to shareholders and signals management confidence, which can attract income-focused investors and support the share price.
The dividend is a new capital return event that directly boosts investor appeal.
Overseas revenue more than triples International sales jumped 201% to 607 million yuan, driven by new launches in Hong Kong, Macau, Taiwan, Japan, and Korea. This opens a much larger market and reduces reliance on China, though new Western launches are not yet profitable.
Overseas expansion is a key new growth driver with a clear positive impact on future earnings.
New Western game launches still losing money The European and American versions of Staff and Sword Legend launched in May 2026 but are not yet profitable due to heavy initial marketing spending. This is a real counterweight: overseas growth is strong but costly, and future profits depend on these games eventually paying off.
It provides the necessary balance, showing that not all overseas expansion is immediately profitable.

Latest15 Jul – 13 Aug 2026

▲3

G-bits H1 profit jumps 69%, big dividend and overseas surge

H1 profit up 69% on strong game revenue G-bits reported first-half 2026 revenue up 48% to 3.73 billion yuan and net profit up 69% to 1.09 billion yuan. Long-running games like Wen Dao and newer titles drove growth, showing the core business is healthy and profitable.
This is the main new financial result that directly explains the stock's positive momentum.
Large cash dividend of 100 yuan per 10 shares The company plans to pay 718 million yuan in cash dividends, about 66% of first-half profit. This returns real cash to shareholders and signals management confidence, which can attract income-focused investors and support the share price.
The dividend is a new capital return event that directly boosts investor appeal.
Overseas revenue more than triples International sales jumped 201% to 607 million yuan, driven by new launches in Hong Kong, Macau, Taiwan, Japan, and Korea. This opens a much larger market and reduces reliance on China, though new Western launches are not yet profitable.
Overseas expansion is a key new growth driver with a clear positive impact on future earnings.
New Western game launches still losing money The European and American versions of Staff and Sword Legend launched in May 2026 but are not yet profitable due to heavy initial marketing spending. This is a real counterweight: overseas growth is strong but costly, and future profits depend on these games eventually paying off.
It provides the necessary balance, showing that not all overseas expansion is immediately profitable.

Capcom Co., Ltd. (9697.JP)

Q3 202628 Jul – 22 Sep 2026

▲4

Capcom's record Q1, new game hits, and Nikkei inclusion drive gains

Record Q1 earnings beat expectations Capcom reported a record first quarter with revenue up 54% and operating profit up 67%, beating market expectations by about 12 billion yen. This strong financial performance shows the company is growing faster than expected, which pushes the stock price up.
This is the core financial result that directly drove the stock's sharp rise and limit-up move.
New game Onimusha sells 1 million on day one Capcom's new game Onimusha: Way of the Sword sold over 1 million units on its first day, showing strong player demand. Successful new titles boost revenue and reassure investors that Capcom can keep making hit games, supporting a higher stock price.
It demonstrates fresh demand for Capcom's products, a key driver of future earnings.
Added to Nikkei Stock Average index Capcom will join the Nikkei Stock Average on October 1, replacing Konica Minolta. Index funds that track the Nikkei must buy Capcom shares, creating automatic demand that can lift the stock price.
Index inclusion is a concrete event that forces passive funds to buy the stock, directly affecting demand.
Share buyback and dividend signal confidence Capcom repurchased about 8 million shares for 31.6 billion yen and kept its annual dividend at 50 yen per share. Buybacks reduce the number of shares, which can raise earnings per share, and show management's confidence in the company's future.
Buybacks and stable dividends are capital returns that support the stock price and investor confidence.

August 202628 Jul – 22 Sep 2026

▲4

Capcom's record Q1, new game hits, and Nikkei inclusion drive gains

Record Q1 earnings beat expectations Capcom reported a record first quarter with revenue up 54% and operating profit up 67%, beating market expectations by about 12 billion yen. This strong financial performance shows the company is growing faster than expected, which pushes the stock price up.
This is the core financial result that directly drove the stock's sharp rise and limit-up move.
New game Onimusha sells 1 million on day one Capcom's new game Onimusha: Way of the Sword sold over 1 million units on its first day, showing strong player demand. Successful new titles boost revenue and reassure investors that Capcom can keep making hit games, supporting a higher stock price.
It demonstrates fresh demand for Capcom's products, a key driver of future earnings.
Added to Nikkei Stock Average index Capcom will join the Nikkei Stock Average on October 1, replacing Konica Minolta. Index funds that track the Nikkei must buy Capcom shares, creating automatic demand that can lift the stock price.
Index inclusion is a concrete event that forces passive funds to buy the stock, directly affecting demand.
Share buyback and dividend signal confidence Capcom repurchased about 8 million shares for 31.6 billion yen and kept its annual dividend at 50 yen per share. Buybacks reduce the number of shares, which can raise earnings per share, and show management's confidence in the company's future.
Buybacks and stable dividends are capital returns that support the stock price and investor confidence.

Latest28 Jul – 22 Sep 2026

▲4

Capcom's record Q1, new game hits, and Nikkei inclusion drive gains

Record Q1 earnings beat expectations Capcom reported a record first quarter with revenue up 54% and operating profit up 67%, beating market expectations by about 12 billion yen. This strong financial performance shows the company is growing faster than expected, which pushes the stock price up.
This is the core financial result that directly drove the stock's sharp rise and limit-up move.
New game Onimusha sells 1 million on day one Capcom's new game Onimusha: Way of the Sword sold over 1 million units on its first day, showing strong player demand. Successful new titles boost revenue and reassure investors that Capcom can keep making hit games, supporting a higher stock price.
It demonstrates fresh demand for Capcom's products, a key driver of future earnings.
Added to Nikkei Stock Average index Capcom will join the Nikkei Stock Average on October 1, replacing Konica Minolta. Index funds that track the Nikkei must buy Capcom shares, creating automatic demand that can lift the stock price.
Index inclusion is a concrete event that forces passive funds to buy the stock, directly affecting demand.
Share buyback and dividend signal confidence Capcom repurchased about 8 million shares for 31.6 billion yen and kept its annual dividend at 50 yen per share. Buybacks reduce the number of shares, which can raise earnings per share, and show management's confidence in the company's future.
Buybacks and stable dividends are capital returns that support the stock price and investor confidence.