UBSFF News and Press, Ubisoft Entmt Inc

2024-06-05 11:45:26 ET Summary Ubisoft traded down due to weak guidance, but the dip-buying activity isn't so crazy with good early reports about XDefiant. However, the weak guidance makes us think some of this year's releases don't have staying power, specifically Skull and Bones...

2024-03-19 04:13:44 ET Summary Ubisoft and Embracer are both terrible performers for some years and worth studying. We see a recent history of poor handling of otherwise attractive IPs, and greedy practices. Ubisoft is hyping up the Q4 on the back of Skull and Bones, which has not...

2024-02-14 21:40:00 ET Summary Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, ...

2024-01-18 11:41:19 ET More on videogame names Warner Bros. Discovery: Poised To Win The Content Wars Reevaluating Warner Bros. Discovery: Navigating A Turbulent Transition In The Streaming Age Microsoft 2024 Outlook: Why I Think Gaming Is Under-Appreciated N...

2024-01-08 08:00:00 ET Summary Despite concerns over Chinese government restrictions, Chinese companies like Tencent continue to generate significant cash flow. Tencent's dominance extends beyond China, with its products and services being widely used internationally. Tencent'...

2024-01-03 01:34:33 ET Summary Ubisoft has generated positive returns, but still has a long path back to profitability. The company's 1H results were decent, with good bookings and strong digital revenues. Ubisoft needs to focus on quality and reinvent itself as a quality game...

2024-01-02 11:56:45 ET More on Microsoft Microsoft: Still Attractively Valued When Factoring In Each Segment Microsoft: Roadblocks In GenAI Based Growth Can Lead To Near-Term Price Deterioration Microsoft: Worth Holding Onto For Long-Term Investors Apple, Mic...

2023-12-11 10:48:08 ET More on Airbnb, Amazon, etc. Airbnb: Top Travel Leader 'At An Inflection Point' Meta Platforms Triggers Our Buy On Weakness Signal Investors Take Note, Alphabet Stock Is Still A Buy Amazon files motion to dismiss FTC antitrust case ...

2023-12-05 11:22:15 ET More on NetEase and Tencent Tencent: Only Chinese Tech Giant You Should Own (Via A Dutch Holding) Tencent: Deep Value For Long-Term Investors NetEase, Inc. (NTES) Q3 2023 Earnings Call Transcript AI Innovation: NetEase Drives Engagement...

2023-11-15 10:00:00 ET Summary Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, ...