2027 Q1 -tulosraportti
29 päivää sitten
‧49 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 124 | - | - | ||
| 6 | - | - | ||
| 1 936 | - | - | ||
| 124 | - | - | ||
| 124 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q2 -tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2027 Q1 -tulosraportti 13.8. | ||
2026 Q4 -tulosraportti 20.5. | ||
2026 Q3 -tulosraportti 12.2. | ||
2026 Q2 -tulosraportti 13.11.2025 | ||
Vuosittainen yhtiökokous 2025 18.9.2025 |
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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·6 t sittenAh, but, it must be expensive now for the short sellers to get out. Love it 🥰
·1 päivä sittenI have made a new video about Embracer Group, where I take a closer look at the company's business, game portfolio, risks and valuation, as well as the major transformation where Embracer Group will become two independent publicly listed companies. If you want to get to know Embracer Group better, you can watch the video here: https://www.youtube.com/watch?v=DLe3ANT8zeQ
Embracer is indeed undervalued, but the analysis of history has nothing to do with reality, but is a repetition of the narrative that has existed based on the stock price development and not the company's or the capital allocation Lars made. Shareholders who have been there from the start have not put in an extra krona; at the same time, Embracer has sold and distributed companies for just over 60mdr and still holds assets that are easily worth as much if sold off-market. Everything has been financed with an extremely expensive share until it became cheap, then the purchases were financed with loans. At its peak, the debt was such that Asmodee alone could have carried it. I can promise that there haven't been more than a handful of people in Sweden and the world for that matter who have made a better capital allocation over 7 years. In 3 years, when FCF in Embracer and Fellowship will get a reasonable multiple again, when no one needs to fantasize about what the company has earned, today's price targets will appear as if no one looked ahead but lived in a narrative that did not reflect reality. The allocation of capital could have been done better, but no one could foresee Russian assets becoming worthless, but the successful acquisitions outweigh the unsuccessful ones by a gigantic margin.- ·3 päivää sittenI have written an analysis of Embracer Group, which I believe has become an interesting investment case after several turbulent years. With a more focused strategy and the upcoming spin-off of Fellowship Entertainment, there could be an exciting future ahead for the company. In the analysis, I take a closer look at the business, opportunities, risks, and valuation. Read the analysis here: https://www.investseekers.com/post/embracer-group-the-value-of-great-games
I myself think the company is massively undervalued, but the analysis was far too long and mostly about the gaming industry shifting form again going forward etc etc, something about Asia also bringing in more, no financials or discounted cash flows calculated for the company as far as I can see? Or an SOTP analysis on the remaining parts at the split. What was even the point of the analysis? - ·3 päivää sitten23% up so far this year, buybacks are ticking along and short sellers are pulling out one by one. Big game releases are approaching. I am very positive about this company.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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.
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 536 585 | 536 585 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 536 585 | 536 585 | 0 | 0 |
2027 Q1 -tulosraportti
29 päivää sitten
‧49 min
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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·6 t sittenAh, but, it must be expensive now for the short sellers to get out. Love it 🥰
- ·1 päivä sittenI have made a new video about Embracer Group, where I take a closer look at the company's business, game portfolio, risks and valuation, as well as the major transformation where Embracer Group will become two independent publicly listed companies. If you want to get to know Embracer Group better, you can watch the video here: https://www.youtube.com/watch?v=DLe3ANT8zeQEmbracer is indeed undervalued, but the analysis of history has nothing to do with reality, but is a repetition of the narrative that has existed based on the stock price development and not the company's or the capital allocation Lars made. Shareholders who have been there from the start have not put in an extra krona; at the same time, Embracer has sold and distributed companies for just over 60mdr and still holds assets that are easily worth as much if sold off-market. Everything has been financed with an extremely expensive share until it became cheap, then the purchases were financed with loans. At its peak, the debt was such that Asmodee alone could have carried it. I can promise that there haven't been more than a handful of people in Sweden and the world for that matter who have made a better capital allocation over 7 years. In 3 years, when FCF in Embracer and Fellowship will get a reasonable multiple again, when no one needs to fantasize about what the company has earned, today's price targets will appear as if no one looked ahead but lived in a narrative that did not reflect reality. The allocation of capital could have been done better, but no one could foresee Russian assets becoming worthless, but the successful acquisitions outweigh the unsuccessful ones by a gigantic margin.
- ·3 päivää sittenI have written an analysis of Embracer Group, which I believe has become an interesting investment case after several turbulent years. With a more focused strategy and the upcoming spin-off of Fellowship Entertainment, there could be an exciting future ahead for the company. In the analysis, I take a closer look at the business, opportunities, risks, and valuation. Read the analysis here: https://www.investseekers.com/post/embracer-group-the-value-of-great-gamesI myself think the company is massively undervalued, but the analysis was far too long and mostly about the gaming industry shifting form again going forward etc etc, something about Asia also bringing in more, no financials or discounted cash flows calculated for the company as far as I can see? Or an SOTP analysis on the remaining parts at the split. What was even the point of the analysis?
- ·3 päivää sitten23% up so far this year, buybacks are ticking along and short sellers are pulling out one by one. Big game releases are approaching. I am very positive about this company.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 124 | - | - | ||
| 6 | - | - | ||
| 1 936 | - | - | ||
| 124 | - | - | ||
| 124 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q2 -tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2027 Q1 -tulosraportti 13.8. | ||
2026 Q4 -tulosraportti 20.5. | ||
2026 Q3 -tulosraportti 12.2. | ||
2026 Q2 -tulosraportti 13.11.2025 | ||
Vuosittainen yhtiökokous 2025 18.9.2025 |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 536 585 | 536 585 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 536 585 | 536 585 | 0 | 0 |
2027 Q1 -tulosraportti
29 päivää sitten
‧49 min
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: Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q2 -tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2027 Q1 -tulosraportti 13.8. | ||
2026 Q4 -tulosraportti 20.5. | ||
2026 Q3 -tulosraportti 12.2. | ||
2026 Q2 -tulosraportti 13.11.2025 | ||
Vuosittainen yhtiökokous 2025 18.9.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·6 t sittenAh, but, it must be expensive now for the short sellers to get out. Love it 🥰
- ·1 päivä sittenI have made a new video about Embracer Group, where I take a closer look at the company's business, game portfolio, risks and valuation, as well as the major transformation where Embracer Group will become two independent publicly listed companies. If you want to get to know Embracer Group better, you can watch the video here: https://www.youtube.com/watch?v=DLe3ANT8zeQEmbracer is indeed undervalued, but the analysis of history has nothing to do with reality, but is a repetition of the narrative that has existed based on the stock price development and not the company's or the capital allocation Lars made. Shareholders who have been there from the start have not put in an extra krona; at the same time, Embracer has sold and distributed companies for just over 60mdr and still holds assets that are easily worth as much if sold off-market. Everything has been financed with an extremely expensive share until it became cheap, then the purchases were financed with loans. At its peak, the debt was such that Asmodee alone could have carried it. I can promise that there haven't been more than a handful of people in Sweden and the world for that matter who have made a better capital allocation over 7 years. In 3 years, when FCF in Embracer and Fellowship will get a reasonable multiple again, when no one needs to fantasize about what the company has earned, today's price targets will appear as if no one looked ahead but lived in a narrative that did not reflect reality. The allocation of capital could have been done better, but no one could foresee Russian assets becoming worthless, but the successful acquisitions outweigh the unsuccessful ones by a gigantic margin.
- ·3 päivää sittenI have written an analysis of Embracer Group, which I believe has become an interesting investment case after several turbulent years. With a more focused strategy and the upcoming spin-off of Fellowship Entertainment, there could be an exciting future ahead for the company. In the analysis, I take a closer look at the business, opportunities, risks, and valuation. Read the analysis here: https://www.investseekers.com/post/embracer-group-the-value-of-great-gamesI myself think the company is massively undervalued, but the analysis was far too long and mostly about the gaming industry shifting form again going forward etc etc, something about Asia also bringing in more, no financials or discounted cash flows calculated for the company as far as I can see? Or an SOTP analysis on the remaining parts at the split. What was even the point of the analysis?
- ·3 päivää sitten23% up so far this year, buybacks are ticking along and short sellers are pulling out one by one. Big game releases are approaching. I am very positive about this company.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 124 | - | - | ||
| 6 | - | - | ||
| 1 936 | - | - | ||
| 124 | - | - | ||
| 124 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 536 585 | 536 585 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 536 585 | 536 585 | 0 | 0 |