AGEM Index Rises 9.8 Percent in July on Konami and Aristocrat Gains
TL;DR — The AGEM Index gained 9.8% in July to 1,874.77, up 167.62 points month-over-month but down 0.8% year-over-year. Konami added 108.32 points and Aristocrat added 49.60 points while Inspired subtracted 0.91. U.S. indices were mixed with NASDAQ down 3.2% and S&P 500 down 0.1%.
SCCG Take — Supplier stock movements reveal selective strength. The index result signals uneven performance across the nine constituents against broader market volatility.
The AGEM Index rose by 167.62 points to 1,874.77 in July. This equals a 9.8 percent increase from the prior month. The index sits 0.8 percent lower than one year ago, a decline of 15.00 points.
Five of the nine companies in the index reported stock price increases. Those moves produced six positive contributions and three negative contributions to the index.
Positive Contributors Lead Rebound
Konami Corp. delivered the largest positive contribution. Its stock price increased 16.8 percent and added 108.32 points to the index. Aristocrat Leisure Limited followed with a 4.6 percent stock price rise that contributed 49.60 points.
Inspired Entertainment, Inc. produced the largest negative contribution. A 16.6 percent stock price decrease subtracted 0.91 points. As reported by CDC Gaming, these company-level moves determined the overall index result.
Mixed Performance Across U.S. Stock Indices
Two of the three major U.S. stock indices declined in July. The NASDAQ fell 3.2 percent. The S&P 500 recorded a 0.1 percent loss. The Dow Jones Industrial Average rose 0.3 percent. The AGEM Index outperformed two of those three benchmarks for the month.
Reporting: CDC Gaming
Supplier stock strength is selective — two suppliers drove the whole index while others lagged or fell.
We track supplier health closely because it signals capital allocation, M&A appetite, and product investment. When two companies drive the entire index and others stumble, that tells us which suppliers have momentum and which partners may be distracted. SCCG clients need to know who's reinvesting and who's retrenching.
- Konami added 108 points, Aristocrat added 50 — two companies carried the index
- Inspired fell 16.6%, subtracting nearly a point despite small weighting
- AGEM outperformed NASDAQ and S&P 500 despite being down 0.8% year-over-year
SCCG angle: SCCG works with suppliers across all nine AGEM constituents and their competitors. When performance diverges this sharply, we help clients identify which suppliers are positioned to invest in innovation, co-development, and market expansion — and which partnerships carry execution risk. We connect operators to the suppliers with momentum.