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TO

SAP: When Expectations Collide with Transformation

Fair Value: €246.79 30.9% undervalued

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HE

PlaySide Studios: Market Is Sleeping on a Potential 10M+ Unit Breakout Year, FY26 Could Be the Rerate of the Decade

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AN

FY2025

Fair Value: US$168.12 32.5% overvalued

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OO

Undervalued Key Player in Magnets/Rare Earth

Fair Value: CA$25.33 25.7% undervalued

8.3k

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The "Sleeping Giant" Stumbles, Then Wakes Up

Fair Value: US$82 51.3% undervalued

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DA

Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share

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Trending Discussion

KA

As a gamer, I would not touch this company now. They are hated by the community and have been releasing major flops on their AAA games during the last 5 years (for good reasons). It is true that the valuation is ridiculously low compared to what the licenses are worth, but if the trend continues the value of those will also decline. Management needs to almost make a 180° turnaround to get things right. I agree that a take-private deal before it is too late might be the best option for an investor entering today. We might also see a split sales of the different studios. It is a very risky play, but potentially with high reward.

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US

Silver stop at 50 then slow recovery higher hold on tight

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US

The commentary is about the WRONG company. MTN is JSE listed Telecomms operator, whilst the commentary is based on a US resorts company that trades in the US on the ticket MTN. AI gone wrong.

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Commercial Services Hungarian Community

Recently Updated Narratives

SAP: When Expectations Collide with Transformation

PlaySide Studios: Market Is Sleeping on a Potential 10M+ Unit Breakout Year, FY26 Could Be the Rerate of the Decade

FY2025

Popular Narratives

Undervalued Key Player in Magnets/Rare Earth

The "Sleeping Giant" Stumbles, Then Wakes Up

Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share

Trending Discussion

Silver stop at 50 then slow recovery higher hold on tight

The commentary is about the WRONG company. MTN is JSE listed Telecomms operator, whilst the commentary is based on a US resorts company that trades in the US on the ticket MTN. AI gone wrong.

Value any company in seconds

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Commercial Services Hungarian Community

Commercial Services Hungarian Investing Ideas

Recently Updated Narratives

SAP: When Expectations Collide with Transformation

PlaySide Studios: Market Is Sleeping on a Potential 10M+ Unit Breakout Year, FY26 Could Be the Rerate of the Decade

FY2025

Popular Narratives

Undervalued Key Player in Magnets/Rare Earth

The "Sleeping Giant" Stumbles, Then Wakes Up

Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share

Trending Discussion

Silver stop at 50 then slow recovery higher hold on tight

The commentary is about the WRONG company. MTN is JSE listed Telecomms operator, whilst the commentary is based on a US resorts company that trades in the US on the ticket MTN. AI gone wrong.

Value any company in seconds

Popular companies