Embracer Group

  • TickerEMBRAC B
  • ISINSE0013121589
  • ExchangeNasdaq Nordic Stockholm
  • SectorLeisure Goods
  • CountrySweden

Analysts

Jesper Birch-Jensen ...
  • Stefan Knutsson

Embracer Group - Solid Q3, but story all about M&A today

Solid Q3’19/20, adj. EBIT +4.1% vs. consensus M&A: Saber Interactive adds 25-27% adj. EBIT 2020-21e 20/21e EV/adj. EBIT 15.4x , ~30% below peer avg.

Jesper Birch-Jensen ...
  • Stefan Knutsson

Embracer Group - Seasonally strong quarter ahead

Solid Q3’19/20e expected; however, we adjust… …estimates due to FF VII, Shenmue III & Biomutant EV/operational EBIT 17.3x-11.8x for ’19e-‘21e

EMBRACER GROUP AB sees an upgrade to Positive due to a better fundamental star rating

The general evaluation of EMBRACER GROUP AB (SE), a company active in the Toys industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as defensive. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Positive. As of the analysis date January 14, 2020, the closing price was SEK 74.70 and its potential was estimated at SEK 83.43.

Jesper Birch-Jensen

Sector Fast Comment - Video Game Trends – Nov. 2019 update

Nov. ’19 revenues of USD 2,220m down by 20.2% y-o-y Several major releases in ‘20e, timing vital for PDX-SE Waning console generation trend continues

Feasibility Study Results in December to be a Catalyst for this Junior

Feasibility Study Results in December to be a Catalyst for this Junior

Jesper Birch-Jensen ...
  • Stefan Knutsson

Embracer Group - Solid Q3, but story all about M&A today

Solid Q3’19/20, adj. EBIT +4.1% vs. consensus M&A: Saber Interactive adds 25-27% adj. EBIT 2020-21e 20/21e EV/adj. EBIT 15.4x , ~30% below peer avg.

Jesper Birch-Jensen ...
  • Stefan Knutsson

Embracer Group - Seasonally strong quarter ahead

Solid Q3’19/20e expected; however, we adjust… …estimates due to FF VII, Shenmue III & Biomutant EV/operational EBIT 17.3x-11.8x for ’19e-‘21e

Jesper Birch-Jensen

Sector Fast Comment - Video Game Trends – Nov. 2019 update

Nov. ’19 revenues of USD 2,220m down by 20.2% y-o-y Several major releases in ‘20e, timing vital for PDX-SE Waning console generation trend continues