Ubisoft Entertainment S.A.

Ubisoft Entertainment is an international independent developer, publisher & distributor of video games. Co. centers its business activities on developing, publishing & distributing video games for portable & home consoles, the PC, smartphones & tablets in both physical & online formats: high-definition with games for Xbox 360, PlayStation®3 & PC; casual with games for Nintendo®, KINECT & PlayStation®3 Move; and online for on-line games. Co.'s catalogue includes various types of games: Action/Adventure, Shooters, Sports, Strategy, Simulation, TV and Movie licenses, Games for everyone and Driving. Co.'s trademarks include Assassin's Creed®, Rainbow Six® Vegas 2, and Rayman Raving Rabids®.
  • TickerUBI
  • ISINFR0000054470
  • ExchangeEuronext Paris
  • SectorLeisure Goods
  • CountryFrance
Matthew Breda ...
  • Michael Pachter
  • Nick McKay

Worth the Wait: Last of Us to Drive Big Growth in Quiet June

Dave Nicoski ...
  • Ross LaDuke

Int'l Macro Vision: Sector Synopsis

Int'l Equity Strategy Global equities were on a tear in early January, continuing the trend that began in 4Q2019. As global equities started to get extended, the coronavirus outbreak hit in mid-January, leading to some market setbacks and deterioration in market indicators as global growth expectations were dialed-in. Despite this deterioration, what was important to us was that there were not any breakdowns. Even the areas of the market most-directly affected by the outbreak -- China (MSCI China) and EM (MSCI EM) -- were not breaking down. To us, this was a reassuring sign of underlying stre...

Matthieu DRIOL

Analyse court terme - UBISOFT : La tendance est baissière.

La tendance est baissière. Le mouvement se poursuit. Le prochain objectif est à 76,26 €, puis 72,23 €. Le franchissement de 107,90 € remettrait en cause la suite de la baisse.

Matthieu DRIOL

Short term view - UBISOFT : The trend is bearish.

The trend is bearish. The movement goes on. The next target is at €76.26, then €72.23. Passing €107.90 would question the continuation of the fall.

Matthieu DRIOL

Analyse court terme - UBISOFT : La tendance est baissière.

La tendance est baissière. Le mouvement se poursuit. Le prochain objectif est à 76,26 €, puis 72,23 €. Le franchissement de 107,90 € remettrait en cause la suite de la baisse.

Matthieu DRIOL

Short term view - UBISOFT : The trend is bearish.

The trend is bearish. The movement goes on. The next target is at €76.26, then €72.23. Passing €107.90 would question the continuation of the fall.

Ubisoft Entertainment: 1 director sold

A director at Ubisoft Entertainment sold 6,297 shares at 70.340EUR and the significance rating of the trade was 57/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of...

Matthew Breda ...
  • Michael Pachter
  • Nick McKay

Worth the Wait: Last of Us to Drive Big Growth in Quiet June

Matthew Breda ...
  • Michael Pachter
  • Nick McKay

July 2020 Video Game Industry Monthly

Matthew Breda ...
  • Michael Pachter
  • Nick McKay

More Growth in May Thanks to Ongoing Boost from Shelter-in-Place

Joan Sehim

UBISOFT- 1Q18/19 results

Ubisoft, the world’s No. 3 video games publisher, last night released 1Q18/19 sales results. Net bookings came in at €381.5m (+89% reported, +96% at cc), outstripping management’s initial guidance of €350m.

Joan Sehim

UBISOFT - RATING REPORT

Our rating is supported by Ubisoft’ strong position as the world’s No. 3 video games publisher, just behind Activision-Blizzard and Electronic Arts. It enjoys very promising industry fundamentals with a sharp rise in the global player base generated by new technologies as well as the dawning of emerging mar-kets and occasional players.

Marnik Hinnekens

Morning CreditUpdate 16/01/2018 - CGG / Ubisoft

CGG     CA 2017 et prévision d’EBITDA Ubisoft     Nouvelle émission à venir de maturité 5A Fiat Chrysler Automobiles (Achat) prévoit de scinder Magneti Marelli Renault (Conserver) affiche une hausse des volumes de vente en 2017 de +8,5% Petrobras (Conserver) a finalisé le transfert de 2 participations à Total (Achat) Metro (Conserver) enregistre au cours du T1 2017-18 un CA en croissance organique de +0,8%  

Ahmed Ben Salem ...
  • Anis Zgaya
  • Benoit Valleaux
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Jean Sassus
  • Louis Boujard, CFA
  • Philippe Ourpatian
  • Steven Gould
  • Sylvain Goyon, CFA

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/15/2020

After our attempt to establish a sector hierarchy last week, we now adopt an approach using a comparable methodology (speed of revision, performance price / revisions relative to the market, earnings yield/risk-free rate spread) to that of Stoxx 600 stocks. We present a list of 64 stocks combining high scores and a Buy rating from ODDO BHF analysts and a list of stocks to sell, comprising 33 names with a low score and a Reduce rating. The appendix outlines the ranking of all the Stoxx...

Ahmed Ben Salem ...
  • Anis Zgaya
  • Benoit Valleaux
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Jean Sassus
  • Louis Boujard, CFA
  • Philippe Ourpatian
  • Steven Gould
  • Sylvain Goyon, CFA

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/05/2020

Après notre tentative de hiérarchisation sectorielle la semaine passée, nous nous attaquons maintenant, en utilisant une méthodologie comparable (vitesse de révision, performance prix / révisions relative au marché, spread Earnings Yield taux sans risque) à celle des valeurs du Stoxx 600. Nous présentons une liste de 64 valeurs combinant scores élevés et recommandation à l’Achat des analystes d’ODDO BHF ainsi qu’une liste de ventes, comprenant 33 titres à score faible et recommandatio...

Alain William ...
  • Alfred Glaser
  • Anis Zgaya
  • Benoit Valleaux
  • Charles Lepetitpas
  • Delphine Brault
  • Emmanuel Matot
  • Georges Dieng
  • Haris Ladouari
  • Jean Sassus
  • Jerôme Bodin
  • Louis Boujard, CFA
  • Michael Foundoukidis
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/07/2020

The coronavirus epidemic added to an already uncertain economic/geopolitical outlook is prompting us to play late-cycle commodities/stocks. We are upgrading AngloAmerican to Buy (vs Neutral) for its exposure to platinoids, diamonds and thermal coal. We are downgrading BHP to Reduce (vs Neutral) for its exposure to iron ore and oil, which are more sensitive to macroeconomics. We maintain our Buy on Eramet, which will benefit from the upturn in manganese and nickel prices. - ...

Alain William ...
  • Alfred Glaser
  • Anis Zgaya
  • Benoit Valleaux
  • Charles Lepetitpas
  • Delphine Brault
  • Emmanuel Matot
  • Georges Dieng
  • Haris Ladouari
  • Jean Sassus
  • Jerôme Bodin
  • Louis Boujard, CFA
  • Michael Foundoukidis
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 07/02/2020

L'épidémie de coronavirus ajoutée à des perspectives économiques/géopolitiques déjà incertaines nous incitent à jouer les commodités/valeurs "late cycle". Nous relevons AngloAmerican à Achat (vs Neutre) pour son exposition aux platinoïdes, diamants et charbon thermique. Nous dégradons BHP à Alléger (vs Neutre) très exposé au minerai de fer et au pétrole, plus sensibles à la macroéconomie. Nous demeurons à l’Achat sur Eramet qui profitera de la remontée des prix du manganèse et du nick...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Baptiste Lebacq
  • Delphine Brault
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Louis Boujard, CFA
  • Martial Descoutures
  • Oussema Denguir
  • Philippe Ourpatian
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/31/2019

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Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

Jehanne Leroy

Ubisoft Entertainment - Assemblée Générale des actionnaires du 2 Juillet 2020

GouvernanceLa société propose le renouvellement d’Yves Guillemot, PDG. Malgré le fait que la société ait multiplié la mise en place de dispositifs contrebalançant le cumul des pouvoirs, l'indépendance du conseil n'est toujours pas acquise (avec de surcroit une surreprésentation de l'actionnaire historique). RémunérationsLa communication de la société sur le bonus attribué à Yves. Guillemot fait partie des meilleures du SBF120, et nous l’en félicitons, puisqu’elle permet une compréhension parfaite des montants attribués. Concernant la politique de rémunération pour 2020/2021, les changements ...

Expert Corporate Governance Service (ECGS)

Ubisoft Entertainment – AGM 2 July 2020

 ITEM 6: The Company's disclosure on the bonus awarded to Yves. Guillemot is one of the best in the SBF120, and we congratulate him on this, as it provides a perfect understanding of the amounts awarded.  ITEMS 11 and 12: Regarding the remuneration policy for 2020/2021, the proposed changes notably have the effect of removing the redundancy of the EBIT criterion between the bonus and the LTI, but also strengthen the link between the remuneration to be awarded and CSR. These changes are therefore welcome and we recommend supporting these remuneration policies. ITEM 14: The Company proposes the ...

Expert Corporate Governance Service (ECGS)

Ubisoft, 02 July 2019

ITEM 5: The Company’s disclosure on its Chairman and CEO's annual bonus is one of the best in the SBF120 as it not only clearly discloses targets that need to be achieved in 2018-2019, but also targets that will have to be achieved in 2019-2020. In addition, amounts are acceptable and structure is quite similar to our recommendations. Thus, we support item 5 ITEM 6: Changes proposed for the 2019-2020 Chairman and CEO’s remuneration policy are a 3%-increase of the fixed remuneration and the addition of a CSR criterion to the annual bonus. The 3%-increase of the fixed remuneration increases all...

Jehanne Leroy

Ubisoft, 2 juillet 2019

RémunérationsLa communication de la société sur le bonus attribué à son PDG fait partie des meilleures du SBF120, et nous l’en félicitons, puisqu’elle permet une compréhension parfaite des montants attribués. Par ailleurs, on appréciera que la majeure partie de la rémunération variable soit de long-terme. On regrettera que la société ne communique pas l’objectif d’EBIT cumulé à atteindre pour la rémunération long-terme. Concernant la politique de rémunération pour l’exercice 2019/2020, la société propose une augmentation de 3% du fixe du PDG et l’ajout d’un critère RSE (protection des joueurs...

Ubisoft – Proxinvest Corporate Governance Rating ® : A

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

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