gumi Inc. provides mobile online games in Japan and internationally. It is also involved in blockchain and XR businesses. The company was incorporated in 2007 and is headquartered in Tokyo, Japan.
gumi extends losses, hits year-to-date low as Q1 results include 1.5 billion yen crypto impairment and 2 billion yen ordinary loss
gumi extended its decline and hit a new year-to-date low. The market appears to be reacting negatively to the company's first-quarter earnings, announced on Friday, September 11, which showed an approximately 1.5 billion yen impairment loss on crypto assets booked as a non-operating expense, resulting in an ordinary loss of 2 billion yen. The stock is currently at 193 yen, down 23 yen from the previous day.
3903.JP · Capital · Negative Q1 results showed a ~1.5 billion yen crypto impairment and 2 billion yen ordinary loss, driving the stock to a year-to-date low.
gumi Rises for First Time in Three Days, Stimulated by SBI's Additional Acquisition of Brangista
gumi rose for the first time in three days. The previous day, September 3, SBI Holdings announced that it would acquire additional shares of Brangista through its subsidiary SBINM to strengthen business consolidation, and expectations are growing that this could also be a tailwind for gumi, which is also advancing business collaboration with the SBI Group. Meanwhile, Brangista saw a rush of buying from the morning and was indicated at its limit-up price.
6176.JP · Capital · Positive SBI Holdings announced additional share acquisition of Brangista, driving the stock to its limit-up price.
3903.JP · Capital · Positive SBI's additional acquisition of Brangista raises expectations of a tailwind for gumi via its business collaboration with the SBI Group.
8473.JP · Capital · Positive SBI Holdings announced it will acquire additional Brangista shares through subsidiary SBINM to strengthen business consolidation.
Bitcoin Recovers to $80,000 Range, Japanese and US Crypto-Related Stocks Rally
Bitcoin strengthened its rebound from the $77,000 level hit the previous day, recovering to around $81,000 on the morning of the 4th. Following this trend, Japanese crypto-related stocks such as Metaplanet were broadly bought on the Tokyo market, and US Strategy also surged over 17%. Among Japanese listed companies, Metaplanet holds 43,000 BTC, maintaining its position as the largest domestic holder. Nexon holds 1,717 BTC, Remixpoint holds 1,506 BTC, and ANAP Holdings holds approximately 1,431 BTC. In addition, Escrit Energy, GYET, and gumi also hold smaller amounts, bringing the total holdings of listed companies to approximately 48,500 to 49,000 BTC. Notably, Converano previously held around 763 BTC but decided to sell all of it in July, and now holds zero. In the US market, Marathon Digital, Strive, and Coinbase also rose more than 10%.
BTC · Demand · Positive Bitcoin rebounded from $77,000 to around $81,000, strengthening its recovery on renewed buying.
3350.JP · Demand · Positive Metaplanet, the largest domestic BTC holder with 43,000 BTC, was broadly bought as Bitcoin rebounded to ~$81,000.
3189.JP · Demand · Positive ANAP Holdings, holding ~1,431 BTC, is among the Japanese crypto-related stocks bought amid Bitcoin's rebound.
3825.JP · Demand · Positive Remixpoint, holding 1,506 BTC, was bought along with other Japanese crypto-related stocks as Bitcoin recovered.
COIN · · Positive Coinbase rose more than 10% as part of the crypto-related stock rally driven by Bitcoin's rebound, with no company-specific development.
MARA · · Positive Marathon Digital rose more than 10% amid the broad crypto-related stock rally on Bitcoin's recovery, no company-specific news.
SBI and gumi to Launch 3 Billion Yen Crypto Asset Management Fund in August
gumi announced on July 28 that its subsidiary gC Labs and SBI Financial Services will begin operating the jointly established crypto asset management fund, SBI Crypto Fund I, on August 1. The fund size is approximately 3 billion yen, with investments from multiple investors including Daiwa Securities Group. The investment targets will center on exchange-listed crypto assets such as Bitcoin and major altcoins, combining staking with rebalancing and hedging strategies. With an eye on the approval of crypto asset ETFs in Japan, gumi aims to accumulate track record and data, building a framework capable of handling future product reviews. The company also plans to leverage the accumulated data for joint research on investment strategies combining traditional assets and crypto assets, and to develop financial products including their inclusion in investment trusts.
Prediction Markets Emerge in Japan, With Shopping Vouchers
Japan is seeing the rise of homegrown prediction market platforms that let users wager on real-world events and win points convertible into gift cards, skirting the country's strict anti-gambling laws. The largest, seven-month-old Miraima, has amassed close to 1 million monthly users since its November debut, while rival Poyp launched in March and mobile gaming developer Gumi Inc. rolled out a point-based prediction game in June. Unlike global platforms Polymarket and Kalshi, no money changes hands; the entire system is built on non-monetary virtual tokens that can later be swapped for gift coupons or retail loyalty points, a workaround similar to the one used by Japan's $100 billion pachinko industry. Miraima founder Keita Adachi says the platform is now in the black thanks to commissions from advertisements and app downloads, though margins remain razor thin. While the apps are still in their infancy, their gamified pursuit of point-to-voucher rewards has fueled rapid growth, particularly among men in their 20s, and some lawyers warn they could face scrutiny under sweepstakes regulations.
Japan