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A. Stotz Investment Research

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Com2us: The Cheapest Mobile Game Company on the Planet

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Equity Bottom-Up

<ul><li>Strong cash levels, low core profit valuation, and relatively strong analyst recommendation relative to its sector</li><li>The revenue flow from the most successful mobile game, Summoners War should continue further as its life cycle is currently being extended by updates adding new game features</li><li>The global mobile game market is expected to reach US$53bn by 2019, a CAGR of 11% since 2017, according to market research from Newzoo**</li><li>Attractive at 17CE* 11.3% ROE/PB versus Asian Info Tech at 7.1%</li><li>Risks: Faster-than-expected revenue decline of Summoners War, unimpressive new launches and increasing marketing costs</li></ul>* Consensus Estimates** Newzoo is a market research and consulting firm specializing in the games industry

Strong cash levels, low core profit valuation, and relatively strong analyst recommendation relative to its sectorThe revenue flow from the most successful mobile game, Summoners War should continue further as its life cycle is currently being extended by updates adding new game featuresThe global mobile game market is expected to reach US$53bn by 2019, a CAGR of 11% since 2017, according to market research from Newzoo**Attractive at 17CE* 11.3% ROE/PB versus Asian Info Tech at 7.1%Risks: Faster-than-expected revenue decline of Summoners War, unimpressive new launches and increasing marketing costs* Consensus Estimates** Newzoo is a market research and consulting firm specializing in the games industry

Com2uS (078340 KS): Gaming Company Summons Cash Inflow

Com2us Corp

Com2uS (078340 KS): Gaming Company Summons Cash Inflow