UBI.PA Ubisoft Entertainment SA Loading... : Investor Sentiment and Bull/Bear Views
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00:23
Jan 23
Jan 23
Ubisoft beaten-down turnaround risk/reward
The author argues Ubisoft's share price dropped hard after a profit warning and restructuring news, but much of the fear is already priced in. They contend that studio closures and game cancellations are part of fixing years of bloat, with management now focusing on fewer franchises instead of spreading money everywhere. At the beaten-down price, the author sees good risk/reward, with the main risk being that the turnaround fails to materialize.
HIGH
11:11
Jan 15
Jan 15
Contrarian Ubisoft value buy at 0.42 P/S
The author argues Ubisoft is now a contrarian value buy after a -92% five-year decline, with P/S at 0.42 making it a steal if the company returns to even moderate profitability. He notes the ugly balance sheet (enterprise value nearly 3x market cap) but argues Tencent, a major shareholder with deep pockets, will ensure the company stays afloat. He cites a cost reduction program and a promising last earnings report with declining losses, and states he bought a sizable position at 2% of his portfolio.
HIGH
16:15
Jan 04
Jan 04
Ubisoft cheap; French family may sell to Saudis or Chinese.
The author argues Ubisoft is cheap and expects the founding French family to sell control to Saudi or Chinese interests because Saudi Arabia wants to control the entertainment industry. The catalyst would be a sale of the family stake.
MED
About UBI.PA Investor Commentary
Across the available history and selected sources, Buzzberg tracks UBI.PA (Ubisoft Entertainment SA) across 3 sources: 3 bullish vs 0 bearish calls from 3 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 3 total trade ideas tracked. Latest voices: u/estrelacelesthh, u/abrahamlincoln20, u/IhateEfrickingA.