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Multi-bagger in the Making
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For_The_Next_Leg
Master |
19-Jan-2026 09:54
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" Launch of Vertic Studios: Debuted in 2H 2025, this new high-end art production brand caters specifically to sophisticated, high-budget AAA game needs, aimed at lifting average realization rates and margins."
The company is trying to increase margins and cater to higher budget production.
https://verticstudios.com/
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For_The_Next_Leg
Master |
12-Jan-2026 09:22
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Just realised this - " The Switch 2 console, released in June 2025, sold over 3.5 million units in its first four days1, making it the fastest-selling Nintendo hardware ever and surpassing the original, which sold over 1.5 million units in its first week2. Winking Studios is currently engaged on multiple Switch 2 titles and is actively involved in the development of multiple next-generation PlayStation titles, alongside ongoing work on current-generation platforms."
Other than Playstation, it is also involved with Switch. Looks like 2026 revenue is something to look forward to.
https://www.research-tree.com/newsfeed/article/winking-studios-ltd-half-year-results-ended-30-june-2025-2955806
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Alignment
Elite |
07-Jan-2026 17:06
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The company being listed is the one owning the Winking Studios stake? |
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Joelton
Supreme |
07-Jan-2026 10:47
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Acer Gaming scales global agency and outsourcing play
Acer Group is accelerating the build-out of its listed subsidiaries, with its fast-growing gaming arm, Acer Gaming (AGM), securing board approval to list on Taiwan' s Innovation Board (TIB), marking a key milestone in the group' s gaming push.
Acer Gaming president James Hsu said the global gaming market continues to expand steadily, adding that AGM' s dual positioning in game publishing and large-scale outsourcing underpins management' s confidence in its 2026 operating outlook.
Acer chairman and CEO Jason Chen has steadily pushed forward the group' s subsidiary listing strategy. Established just five years ago, Acer Gaming serves as Sony PlayStation' s official agent across Taiwan, the Philippines, Hong Kong, and Singapore, while its subsidiary Winking Studios ranks as the world' s fourth-largest game art outsourcing provider, covering a full spectrum of game development services.
Winking Studios is already listed in Singapore and maintains a secondary listing in London. With AGM now cleared for a TIB listing, Acer Gaming is expected to debut between the first and second quarters of 2026 as the latest publicly listed growth unit within the Acer Group.
Gaming market enters new cycle
Estimates from research firms including Newzoo, Xsolla, and Mordor Intelligence show the global gaming market reached US$197 billion in 2024, up 7.5% year over year, and is expected to exceed US$200 billion in 2026, rising to US$205&ndash 210 billion with growth of 3&ndash 5%.
2026 is emerging as a major AAA release cycle, led by big-budget titles such as GTA 6, alongside next-generation console launches from PlayStation and Xbox that extend through 2029.
Hsu said the surge in game releases has intensified marketing competition, prompting developers to lean more heavily on professional regional agents. Acer Gaming already holds PlayStation agency rights across several Asian markets and sees room for further geographic expansion.
Rising game output is also boosting demand for scaled, industrialized outsourcing partners. Winking Studios now serves 22 of the world' s top 25 game developers, excluding one Russian developer and two gambling firms, cementing its position as the fourth-largest game outsourcing provider globally.
Hsu noted that the top four outsourcing firms together capture just 7% of the global market, with the remaining 93% fragmented among small and mid-sized studios. As development volumes climb, developers are expected to gravitate toward larger partners, leaving significant room for industry consolidation.
Acer Gaming is also scaling through acquisitions. Winking Studios' subsidiary Shanghai Winking Entertainment Ltd. recently acquired 100% of Mineloader Digital for CNY146 million (US$20.9 million), further strengthening its game art outsourcing pipeline.
Hsu added that game development remains deeply culture-specific. Western art teams, for example, often struggle to capture the aesthetic of franchises such as Chinese Paladin: Sword and Fairy. To address this, Acer Gaming is considering setting up teams in Europe and the US to work closer to local clients and align more tightly with regional creative expectations.
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Alignment
Elite |
01-Jan-2026 09:27
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The UK AIM listing has not done much for the SGX share price. The opposite in fact seems to have happened. Has anyone tried to move the share between SGX and AIM? |
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Nippon72
Veteran |
26-Dec-2025 09:04
Yells: "Dude, is ALWAYS Time in the market than Timing the market! " |
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Winking studio is just like a grandmother' s broth. We need to brew it slowly. She is not those high adrenalin stock that swing up or down 10-20%. Bought into this stock becos my boy ever shared his classmates, outside friends or even colleagues now are " hooked" onto games despite well into their 20s or 30s. I see this as kinda of " drug" addiction or income recurring theme. Hopefully WKS can capture a slice of this globally (just the Europe or China young populace will do) or have some mega collaboration to launch a global game theme!!! Vested. Just need it to creep up a few cts every quarter I will be a happy retiree. And best part can wait for the brew over next 10yrs! |
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Alignment
Elite |
24-Dec-2025 09:43
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What is your thinking behind that? |
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ahberngh
Elite |
24-Dec-2025 09:41
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I think this one is going to be a marathon if one is hoping for a multibagger return. Unless something extraordinary happens. Vested. |
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For_The_Next_Leg
Master |
24-Dec-2025 09:29
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The main thesis for Winking Studios centers on its highly predictable recurring revenue, a factor often overlooked by those outside the gaming industry. Using the EA Sports FC franchise as an example, the annual release cycle creates a perpetual demand for high-quality art assets. This ensures that major publishers like EA return to Winking Studios year after year. The primary risk is a sudden shift in client strategy, though such a pivot is unlikely without a massive industry disruption.
https://links.sgx.com/1.0.0/corporate-announcements/67S4N5OG1UTDGCUX/587d61cd3ce7338a24981882500742bf8649b6fa07a5d750c3e47ef5239533dc
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For_The_Next_Leg
Master |
15-Dec-2025 09:03
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Many of the titles they do the art are for recurring titles - for example, FIFA and Call of Duty. This meant that they actually have recurring revenue.
nextinsight.net/story-archive-mainmenu-60/948-2025/16321-this-unique-sgx-listco-delivers-premium-digital-art-for-global-gaming-giants
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For_The_Next_Leg
Master |
10-Nov-2025 14:00
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I believe the gaming industry will start to boom again...especially with all the privatization.
https://www.bbc.com/sport/football/articles/c0jq24yy4z9o
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Alignment
Elite |
21-Oct-2025 22:05
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Has anyone tried moving shares between the SGX and LSE listings? |
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For_The_Next_Leg
Master |
13-Oct-2025 17:47
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The moment an industry leader like Musk launches a true AI-generated game, science fiction will become a commercial reality. Winking Studios' technological advancements place it at the forefront of this revolution, positioning the company to monetize this new frontier and create a powerful revenue stream.
https://www.afr.com/technology/musk-s-xai-joins-race-to-build-world-models-to-power-video-games-20251012-p5n1wj
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For_The_Next_Leg
Master |
22-Sep-2025 12:25
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" When Johnny Jan, founder and CEO of Winking Studios, reflects on the gaming industry, he puts it simply: &ldquo In good times or bad, people will always turn to games for entertainment, connection, and escape.&rdquo
This is the thesis to this company.
https://growbeansprout.com/winking-studios-ceo
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Alignment
Elite |
05-Sep-2025 10:35
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I saw the Saudis are now looking to put money into Asian game art development. |
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Joelton
Supreme |
04-Sep-2025 11:44
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This Unique SGX Listco Delivers Premium Digital Art for Global Gaming Giants
Winking Studios -- rare Singapore play on global scale
As a rare SGX-listed company capturing business across the world, Winking works with an impressive 22 of the world' s top game developers like EA, Ubisoft, and Sony.
Zeus notes Winking is a " global top four game art outsourcing company" in a US$10.9 billion market.
Its edge? Low costs from staff mostly in China and Taiwan&mdash average employee cost is US$30.5k a year, half of US rates.Winking recently added a London listing (LSE: WKS) to attract more investors and grow outside Asia.
Winking is 64.2% owned by Acer Group, a stake achieved through a combination of its pre-IPO stake, an investment during the 2023 IPO, and share acquisitions in 2024 and during the 2024 AIM listing.
A S$3.7 billion market cap provider of IT products and services, Acer views Winking as integral to its strategy of expanding into higher-margin services and content provision, having invested a total of S$63.4 million.
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For_The_Next_Leg
Master |
25-Aug-2025 11:20
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An older analyst report for the AIM listing but still remains relevant.
https://investor.winkingworks.com/frontend/web/misc/Winking-IPO-Note-Oct-24-v1.pdf
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Joelton
Supreme |
08-Aug-2025 09:53
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Winking Studios 1H2025 Results Briefing on 13 August 2025 (4pm)
On Wednesday, 13 August 2025. Winking Studios&rsquo management team will host an online presentation and Q& A for its results ending 30 June 2025 (&ldquo 1H2025&rdquo ) that is open to all investors and analysts on the same day at 4:00pm SGT.
To register for the online presentation and Q& A, please follow this link:https://engageinvestor.news/WKS_IP25
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For_The_Next_Leg
Master |
28-Jul-2025 09:34
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An introduction to the company - https://www.youtube.com/watch?v=equXqGUuM8A |
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Alignment
Elite |
22-Jul-2025 09:10
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Closer to home Virtuos in Singapore got a $150m investment from BPEA (now also EQT). |
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