Damai Entertainment reported its fiscal year‑ending March 2026 net profit could miss consensus estimates, citing a minimum guidance of 700 million yuan, below Citi's 832 million and analysts' 853 million forecasts. Shares slid 3.3% to HK$0.59 as Citi kept a buy rating and a HK$1.00 price target.

Morningstar analyst Kazunori Ito argues Nintendo is overly conservative on its 2027 shipment forecast. The company expects a 17% decline in Switch 2 units and an 11% drop in game shipments, yet Ito predicts higher volumes and trims assumptions. Morningstar cut fair‑value to 11,000 yen, a 12% reduction, and shares tumbled 7% to Y7,127.

Macquarie analysts upgraded News Corp to outperform from neutral, citing strong AI‑driven content‑license deals and internal efficiencies. Target price rose 4.2% to A$46.25, while the stock slipped 0.1% to A$43.11 today. The media conglomerate leverages its Dow Jones ownership and AI push to support margin expansion.

These three updates illustrate diverging pressures across the TMT sector. A profit miss at Damai Entertainment flags headwinds for China’s ticketing market, while Nintendo’s lowered outlook drags its valuation lower. Conversely, News Corp’s AI‑focused strategy earns analyst confidence and a modest price boost. Investors must weigh regional earnings volatility against tech‑driven growth opportunities.