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Softbank: The Mobile Games Business Is Booming

I made it very clear last year that Softbank (OTCPK:SFTBY), not King Digital (NYSE:KING), is the world s biggest player in the lucrative mobile games business. I reiterate my thesis that Softbank will do well if it keeps expanding its mobile games assets.

Aside from King Digital, there is no other worthy rival to Softbank's subsidiaries, Supercell and GungHo Entertainment.

It may not be possible for Mr. Son to buy a controlling stake in King Digital but I insist there are other game studios that are still worth buying. Expanding in mobile games is easier done via mergers & acquisitions than by making new games. Read more