[Co-op Lab Analysis] September 26, 2025 | Year-End Strategy Focusing on Risk Hedging

✅ Market Environment (September 26)

• There were no major changes in the market yesterday.

• While the 'Day of 5 = Juggler Day' boosted the slot sector overall, utilization was lower than average for this year.

• This is due to a decrease in the gaming population caused by seasonal factors.

✅ Trends in Top-Performing Models

• L Azur Lane: Reputation rising as a stable pillar of the slot department.

• PA Azur Lane: Performing steadily as a 'sweet' (low-stakes) machine. High IP recognition is contributing.

✅ Strategic Perspective for Year-End

Toward the end of the year, assuming a market contraction, a avoidance of over-concentration = risk hedging strategy is essential.

• e Eva 17: There are high expectations, but relying on a single-pillar approach is dangerous.

• e Azur Lane: Promising in terms of both specs and IP.

• e Ushio and Tora: High potential as an LT 3.0 light-middle machine.

• LT 3.0 Light Spec Group: High value for introduction as the next trend category.

✅ Unchanging Stable Pillars

📍 Pachinko Department

• P Eva 15

• e Tokyo Ghoul

• Large-Heso e Ikki Tousen

• Large-Heso e Goddess Cafe Terrace

• e Garo

📍 Slot Division

• L Tokyo Ghoul

• L Monkey Turn

• L Kaguya-sama

• L Karakuri Circus

• L Valvrave

• BT Claire

• BT Alex

🧠 Summary

• Market contraction due to seasonal factors is becoming clear.

• "Azur Lane" remains solid in both PS divisions, proving the strength of the IP.

• The key to year-end strategy is to diversify the risk of over-concentration on e-Eva 17.

• Risk hedging should be considered by focusing on e-Azur Lane, e-Ushio and Tora, and LT 3.0 light specs.

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