Activision Blizzard Inc. - Investment Thesis
Activision delivered a decent result but suffered on account of strong comps associated with the strong 2020 performance. The company benefitted...
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Roblox 2Q21: The “Other Metaverse” Company
So much attention from Facebook’s call was about Zuckerberg declaring it the “metaverse” company. Roblox's platform is aging up, monetization...
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ATVI 2Q21: Its Time to Buy Activision
The controversy around ATVI's work environment has provided an entry point for one of the best video game franchises as it is trading at 19x...
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Netmarble Buys SpinX for $2.2 Billion: Biggest Ever Overseas M&A Deal by a Korean Game Company
Netmarble Corporation (251270 KS) announced today after the market close that it has agreed to purchase a 100% stake of a Hong-Kong based game...
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Krafton IPO - Assumptions and Valuation
Krafton Inc (259960 KS) is looking to raise up to US3.8bn in its South Korea IPO. In this note, we will share our thoughts on assumptions and...
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