2026 Q3 -tulosraportti
53 päivää sitten
‧49 min
26,62 SEK/osake
Viimeisin osinko
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Tarjoustasot
Nasdaq Stockholm
Määrä
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-
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-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 12.2. | ||
2026 Q2 -tulosraportti 13.11.2025 | ||
Vuosittainen yhtiökokous 2025 18.9.2025 | ||
2026 Q1 -tulosraportti 14.8.2025 | ||
2025 Q4 -tulosraportti 22.5.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·4 t sittenLars Wingefors 2.0: Which of the three companies is actually worth buying? Read the full analysis here: https://sparainvestera.substack.com/p/fredagsfighten-lars-wingefors-edition Embracer debacle or stroke of genius? Now that the split into Fellowship, Asmodee and Coffee Stain is complete, we face a completely new investment landscape. We see an extreme spread in valuation – from Fellowship trading at "junk multiples" below 7x EV/EBIT, to Coffee Stain valued as a pure growth company with its unique 50-percent margins. But the big question is the balance sheets. Has Asmodee really shaken off the mountain of debt, and can Phil Rogers operationally deliver where Lars Wingefors previously failed?. I have taken a deep dive into "Fredagsfighten – Lars Wingefors Edition" where I pit the companies against each other, analyze management's new incentives and set target prices for Bear, Base and Bull scenarios. The winner in my analysis? It is neither the largest nor the most profitable company, but the one with the best risk/reward right now.
·1 t sittenPure AI babble Take for example the statement you have under risk for Embracer "IP concentration: A large part of the company's future value rests on the Lord of the Rings license. If one fails to capitalize on this in a sustainable way, significant write-downs are risked." We incur no costs for the LotR license, all revenue there is pure profit. So no matter what, there cannot be any significant write-downs. Eidos just shut down a project that several billions have been poured into. There, one can discuss the risk of write-down.
·1.4.Is there even any point in holding this stock that has fallen by just over 90 % in the last 5 years? It will probably take another 5 years before we see any significant increase. Embracer might at best perhaps reach 60 kr/share in the coming year. Is it better to sell now and invest in something other than the gaming industry, which is generally doing poorly now? What do YOU think?
·2 päivää sitten · MuokattuWouldn't say a 90% decline. The company as a whole is up approximately 100% since the bottom in 2024, including asmodee and coffe Stain. I would say that Embracer is probably the best risk reward on the entire Swedish market within this segment, the company has half the market cap of its revenue if you deduct net cash, and with a topline of 16-20 billion, they should probably be able to push out 15% margins in the future as a minimum, so EV/EBIT is insanely low at perhaps 3, could be doubled and multiplied many times over before it's even expensive, furthermore with a pipeline already invested in. Expect an average FCF of 1.5-3 billion in the coming years when the pipe is out 27/28-28/29-29/30, so you get your money back in 2-3 years. It's hard to see that offer anywhere else on the stock market right now.
31.3.31.3.Deus Ex and Tomb Raider developer Eidos-Montréal has announced a wave of layoffs alongside the departure of head of studio David Anfossi. The Embracer Group developer confirmed the significant reduction to its workforce with a social media post today. Its message comes with confirmation that 124 employees across its production and support teams and is “a result of changing project needs.”
·1.4.Or will another studio take over?·1.4.That would be very negative, if one hasn't managed to create a game that is even worth releasing after several billions and 7 years, then it's better to shut it down. It is we who finance it, so if another studio were to take over, we would have to finance them, and then it could be another billion that one would never see again. But with that said, we already knew beforehand that the game would never reach an ROI of 1, I think most of us expected the game to contribute a cash flow of a few hundred million, and that's probably how much I would count as lost yesterday. Just a bit sad to go from 2 clear AAA games in 2026 to 1 (Metro)
·30.3.Ugh ... what a boring stock!
·27.3.CrazyLabs has had a good finish to March.·27.3.Where can you see that the numbers have gone up in March? The image shows the total number of installations for the apps' entire lifetime. I checked some of the games in Google Trends and there they seem to be at the same level as previous quarters. Most games seem to have peaked in 2022-2023 and since then remained stable at lower levels (probably because less has been invested in advertising, which is good)
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
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Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q3 -tulosraportti
53 päivää sitten
‧49 min
26,62 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·4 t sittenLars Wingefors 2.0: Which of the three companies is actually worth buying? Read the full analysis here: https://sparainvestera.substack.com/p/fredagsfighten-lars-wingefors-edition Embracer debacle or stroke of genius? Now that the split into Fellowship, Asmodee and Coffee Stain is complete, we face a completely new investment landscape. We see an extreme spread in valuation – from Fellowship trading at "junk multiples" below 7x EV/EBIT, to Coffee Stain valued as a pure growth company with its unique 50-percent margins. But the big question is the balance sheets. Has Asmodee really shaken off the mountain of debt, and can Phil Rogers operationally deliver where Lars Wingefors previously failed?. I have taken a deep dive into "Fredagsfighten – Lars Wingefors Edition" where I pit the companies against each other, analyze management's new incentives and set target prices for Bear, Base and Bull scenarios. The winner in my analysis? It is neither the largest nor the most profitable company, but the one with the best risk/reward right now.·1 t sittenPure AI babble Take for example the statement you have under risk for Embracer "IP concentration: A large part of the company's future value rests on the Lord of the Rings license. If one fails to capitalize on this in a sustainable way, significant write-downs are risked." We incur no costs for the LotR license, all revenue there is pure profit. So no matter what, there cannot be any significant write-downs. Eidos just shut down a project that several billions have been poured into. There, one can discuss the risk of write-down.
- ·1.4.Is there even any point in holding this stock that has fallen by just over 90 % in the last 5 years? It will probably take another 5 years before we see any significant increase. Embracer might at best perhaps reach 60 kr/share in the coming year. Is it better to sell now and invest in something other than the gaming industry, which is generally doing poorly now? What do YOU think?·2 päivää sitten · MuokattuWouldn't say a 90% decline. The company as a whole is up approximately 100% since the bottom in 2024, including asmodee and coffe Stain. I would say that Embracer is probably the best risk reward on the entire Swedish market within this segment, the company has half the market cap of its revenue if you deduct net cash, and with a topline of 16-20 billion, they should probably be able to push out 15% margins in the future as a minimum, so EV/EBIT is insanely low at perhaps 3, could be doubled and multiplied many times over before it's even expensive, furthermore with a pipeline already invested in. Expect an average FCF of 1.5-3 billion in the coming years when the pipe is out 27/28-28/29-29/30, so you get your money back in 2-3 years. It's hard to see that offer anywhere else on the stock market right now.
- 31.3.31.3.Deus Ex and Tomb Raider developer Eidos-Montréal has announced a wave of layoffs alongside the departure of head of studio David Anfossi. The Embracer Group developer confirmed the significant reduction to its workforce with a social media post today. Its message comes with confirmation that 124 employees across its production and support teams and is “a result of changing project needs.”·1.4.Or will another studio take over?·1.4.That would be very negative, if one hasn't managed to create a game that is even worth releasing after several billions and 7 years, then it's better to shut it down. It is we who finance it, so if another studio were to take over, we would have to finance them, and then it could be another billion that one would never see again. But with that said, we already knew beforehand that the game would never reach an ROI of 1, I think most of us expected the game to contribute a cash flow of a few hundred million, and that's probably how much I would count as lost yesterday. Just a bit sad to go from 2 clear AAA games in 2026 to 1 (Metro)
- ·30.3.Ugh ... what a boring stock!
- ·27.3.CrazyLabs has had a good finish to March.·27.3.Where can you see that the numbers have gone up in March? The image shows the total number of installations for the apps' entire lifetime. I checked some of the games in Google Trends and there they seem to be at the same level as previous quarters. Most games seem to have peaked in 2022-2023 and since then remained stable at lower levels (probably because less has been invested in advertising, which is good)
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 12.2. | ||
2026 Q2 -tulosraportti 13.11.2025 | ||
Vuosittainen yhtiökokous 2025 18.9.2025 | ||
2026 Q1 -tulosraportti 14.8.2025 | ||
2025 Q4 -tulosraportti 22.5.2025 |
2026 Q3 -tulosraportti
53 päivää sitten
‧49 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 12.2. | ||
2026 Q2 -tulosraportti 13.11.2025 | ||
Vuosittainen yhtiökokous 2025 18.9.2025 | ||
2026 Q1 -tulosraportti 14.8.2025 | ||
2025 Q4 -tulosraportti 22.5.2025 |
26,62 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·4 t sittenLars Wingefors 2.0: Which of the three companies is actually worth buying? Read the full analysis here: https://sparainvestera.substack.com/p/fredagsfighten-lars-wingefors-edition Embracer debacle or stroke of genius? Now that the split into Fellowship, Asmodee and Coffee Stain is complete, we face a completely new investment landscape. We see an extreme spread in valuation – from Fellowship trading at "junk multiples" below 7x EV/EBIT, to Coffee Stain valued as a pure growth company with its unique 50-percent margins. But the big question is the balance sheets. Has Asmodee really shaken off the mountain of debt, and can Phil Rogers operationally deliver where Lars Wingefors previously failed?. I have taken a deep dive into "Fredagsfighten – Lars Wingefors Edition" where I pit the companies against each other, analyze management's new incentives and set target prices for Bear, Base and Bull scenarios. The winner in my analysis? It is neither the largest nor the most profitable company, but the one with the best risk/reward right now.·1 t sittenPure AI babble Take for example the statement you have under risk for Embracer "IP concentration: A large part of the company's future value rests on the Lord of the Rings license. If one fails to capitalize on this in a sustainable way, significant write-downs are risked." We incur no costs for the LotR license, all revenue there is pure profit. So no matter what, there cannot be any significant write-downs. Eidos just shut down a project that several billions have been poured into. There, one can discuss the risk of write-down.
- ·1.4.Is there even any point in holding this stock that has fallen by just over 90 % in the last 5 years? It will probably take another 5 years before we see any significant increase. Embracer might at best perhaps reach 60 kr/share in the coming year. Is it better to sell now and invest in something other than the gaming industry, which is generally doing poorly now? What do YOU think?·2 päivää sitten · MuokattuWouldn't say a 90% decline. The company as a whole is up approximately 100% since the bottom in 2024, including asmodee and coffe Stain. I would say that Embracer is probably the best risk reward on the entire Swedish market within this segment, the company has half the market cap of its revenue if you deduct net cash, and with a topline of 16-20 billion, they should probably be able to push out 15% margins in the future as a minimum, so EV/EBIT is insanely low at perhaps 3, could be doubled and multiplied many times over before it's even expensive, furthermore with a pipeline already invested in. Expect an average FCF of 1.5-3 billion in the coming years when the pipe is out 27/28-28/29-29/30, so you get your money back in 2-3 years. It's hard to see that offer anywhere else on the stock market right now.
- 31.3.31.3.Deus Ex and Tomb Raider developer Eidos-Montréal has announced a wave of layoffs alongside the departure of head of studio David Anfossi. The Embracer Group developer confirmed the significant reduction to its workforce with a social media post today. Its message comes with confirmation that 124 employees across its production and support teams and is “a result of changing project needs.”·1.4.Or will another studio take over?·1.4.That would be very negative, if one hasn't managed to create a game that is even worth releasing after several billions and 7 years, then it's better to shut it down. It is we who finance it, so if another studio were to take over, we would have to finance them, and then it could be another billion that one would never see again. But with that said, we already knew beforehand that the game would never reach an ROI of 1, I think most of us expected the game to contribute a cash flow of a few hundred million, and that's probably how much I would count as lost yesterday. Just a bit sad to go from 2 clear AAA games in 2026 to 1 (Metro)
- ·30.3.Ugh ... what a boring stock!
- ·27.3.CrazyLabs has had a good finish to March.·27.3.Where can you see that the numbers have gone up in March? The image shows the total number of installations for the apps' entire lifetime. I checked some of the games in Google Trends and there they seem to be at the same level as previous quarters. Most games seem to have peaked in 2022-2023 and since then remained stable at lower levels (probably because less has been invested in advertising, which is good)
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt