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Billets
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Date 11/07/2014
Points intéressants :
* Solid Q1, EBITA set to beat guidance
* The full year guidance is likely to be topped for EBITA (guidance >150 mio, Natixis 200 mio (!!!!))
* Well stocked pipeline, benefiting from console renewal cycle
* FULL YEAR GUIDANCE IS UNCHANGED, BUT ROBUST PERFORMANCE OF WATCH DOGS COULD OFFER UPSIDE POTENTIAL FOR THE MARGIN (Natixis : 200 mio vs 150 mio guidance)
* Maintaining BUY rating and target price of 17 € (average between DCF, peer comparison and average multiples over past two cycles)
* Watch dogs : > 10 mio for the year ?
* Enhancing margins via strong digital sales 14% of total sales for Watch Dogs
* Q2 unsurprising, no major releases
* We estimate that the next-gen consoles will see the physical software market return to growth after five straigth years of decline, with a shift from the old generation to the new likely IN FISCAL Q3 OR Q4 (around Christmas).=> la faiblesse du cours d’Ubi est plutot une point d’entrée
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Tiens il y a quelques jours je disais qu’à mon humble avis ubi allait avoir un exercice d’avance (cf les 200 millions).
WD est bien parti pour dépasser les 10 millions et s’approcher furieusement des 12 millions (oui j’ai presque rehaussé ma borne annuelle)
Jean, esprit libre et créateur / administrateur du site.
Mon blog sur http://www.jeanbernard.net
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