Asamacubi

Encore une excellente nouvelle, merci !

Vraiment très intéressant, merci !!

Voici le résumé :

NATIXIS
« Point sur les ventes de jeux à la mi-décembre : déjà 6,5 M unités pour Assassin’s Creed selon nous, et 4,8 M pour Far Cry 4. Ce qui rend nos prévisions du T3 fiscal (T4 calendaire) de resp. 8,5 M et de 7 M très crédibles désormais. Le consensus va s’ajuster en hausse. Acheter »

C/B 15,3 et 11.7, Ce n’est pas trop, vu le potentiel amha…

Some other interesting points in the JP Morgan report :

JP MORGAN :

* According to JP Morgan, it is very well possible that console sales in the first three years will be as high as the total sales of prev gen consoles in the first FOUR years; the next gen console sales cycle is faster than the previous cycle
* JP Morgan expects number of next…En afficher davantage

Some other interesting point in the JP Morgan report :

JP MORGAN :

* According to JP Morgan, it is very well possible that console sales in the first three years will be as high as the total sales of prev gen consoles in the first FOUR years; the next gen console sales cycle is faster than the previous cycle
* JP Morgan expects number of next…En afficher davantage

JP MORGAN SAYS :

* We have been too cautious on the company’s cash generation ability over the next years
* We think Ubi can deliver consistent positive free cash flow over the next few years
* Potential upside resulting from
a) increasing digital sales
b) new console cycle
c) Ubi’s ability to leverage its franchises
* Ubisoft offers attractive…En afficher davantage

JP Morgan : « We think we might have been too cautious » LOL !!

à suivre…