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CO

composite32

Valuation Update

Fair Value: US$57.14 12.5% undervalued

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AL

alex30free

Quintessential serial acquirer

Fair Value: SEK 256.86 8.9% undervalued

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TO

SAP: When Expectations Collide with Transformation

Fair Value: €246.79 30.6% undervalued

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Popular Narratives

OO

Undervalued Key Player in Magnets/Rare Earth

Fair Value: CA$25.33 22.3% undervalued

8.3k

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DA

davidlsander

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

Fair Value: €33.8 88.1% undervalued

7.5k

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WE

WealthAP

The "Sleeping Giant" Stumbles, Then Wakes Up

Fair Value: US$82 50.7% undervalued

11.8k

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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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CG

CGHHDEEU2026

It is very interesting to overlook the how strongly the fair values assessed by various analysists divergent (based on HANDELSBLATT today): Barclays 14€, GoldmanIt Sachs 10€, UBS 14€, Jeffries 17€, Berenberg 18€, Warburg € 21, Deutsche Bank 27€. So, Anglo-Saxon analysts are much less optimistic than their continental European colleagues. Yesterday the Lanxess share price jumped by 11 percent. Hopefully it won't be a one-off event...

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US

Please do away with the black background and blue lettering. Print any part of an article kill's my ink supply . A white background is appreciated Please reply. Thank you, Paul Marecki

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