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
Wedbush Research

Wedbush Morning Call - Jun 14 2021 6:52AM

Michael Pachter ...
  • Nick McKay

It Takes a Village for SW Growth, with Supply Constraints Hitting HW

Michael Pachter ...
  • Nick McKay

All-Virtual E3 2021 To Highlight the Industry’s Resilience and Growth Potential

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

A director at Ubisoft Entertainment sold 300,000 shares at 60.434EUR and the significance rating of the trade was 67/100. 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 ...

Wedbush Research

Wedbush Morning Call - Jun 14 2021 6:52AM

Michael Pachter ...
  • Nick McKay

It Takes a Village for SW Growth, with Supply Constraints Hitting HW

Michael Pachter ...
  • Nick McKay

All-Virtual E3 2021 To Highlight the Industry’s Resilience and Growth Potential

Wedbush Research

Wedbush Morning Call - Jun 07 2021 6:57AM

Michael Pachter ...
  • Nick McKay

Solid Slate to Drive SW Growth, but Supply Constraints Cloud HW Projections

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...

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.

Jean-Baptiste Rouphael ...
  • Louis Boujard, CFA
  • Oddo Sustainability Team
  • Philippe Ourpatian
  • Sylvain Goyon, CFA

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/17/2021

The inflation of risky asset valuations has already prompted us to preach patience in the short term and to continue rebalancing portfolios in favour of value and the cycle. That's fine, but what should we do in this context? In the present note, we attempt to determine roughly which sectors had positive upside potential at their bottom-up valuation (2022e EPS applied to the average forward 2019 P/E). This exercise highlights 10 sectors. These include telecoms and insurance. In contra...

Jean-Baptiste Rouphael ...
  • Louis Boujard, CFA
  • Oddo Sustainability Team
  • Philippe Ourpatian
  • Sylvain Goyon, CFA

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 17/03/2021

L’inflation des valorisations des actifs risqués nous a déjà poussés à émettre un message de patience à court terme et de poursuite du rééquilibrage des portefeuilles en faveur de la value et du cycle. Très bien mais que faire dans ce contexte ? Nous avons cherché à déterminer de façon basique quels étaient les secteurs dont la valorisation bottom up (BPA 22e appliqué au PE 2019 forward moyen) ménageait un potentiel d’appréciation positif. Cet exercice met en lumière 10 secteurs. Parm...

Ahmed Ben Salem ...
  • Sylvain Goyon, CFA

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/10/2021

The exposure of the convictions list to the advertising sector is warranted by the prospects of an upturn in investment as the global cycle is invigorated by base effects and the promise of a return to normal thanks to vaccination strategies. Publicis had previously been the best vehicle to play this trend in Europe. Since joining the ODDO BHF Top Picks universe on 16 September 2020, the stock has delivered an absolute performance of +55%. Based on its outperformance relative to WPP, ...

Increased risk weighs on UBISOFT ENTERTAINMENT SA, penalising its rating down to Slightly Negative

The independent financial analyst theScreener just lowered the general evaluation of UBISOFT ENTERTAINMENT SA (FR), active in the Software industry. As regards its fundamental valuation, the title still shows 0 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as moderately risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date May 14, 2021, the closing price was EUR 54.40 and its target price was estimated at EUR 51.68.

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 we...

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