Ubisoft: Is Tencent Ready To Level Up?

Company Update - Ubisoft revised its guidance for the 2024-2025 fiscal year, with net bookings expected to be EUR1 9bn and Q3FY2024-2025 bookings projected at EUR300mn [4] Industry Expertise - Astrada Advisors specializes in technology, media, internet, and consumer sectors across North America and Asia, leveraging extensive local and global experience to identify high-potential investments [2] - The company integrates rigorous fundamental analysis with data-driven insights to provide a nuanced understanding of key trends, growth drivers, and competitive landscapes [2] Research Approach - Astrada Advisors focuses on delivering actionable recommendations to enhance portfolio performance and uncover alpha opportunities, supported by a strong track record in investment research [2] - The research aims to empower investors with timely insights and a comprehensive view of industry dynamics, particularly in volatile markets and emerging trends [2]