E-Sport Markt steht vor einem Hype. Thrustmaster - Logitech - Endor (Seite 109)
eröffnet am 21.09.17 08:41:54 von
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ISIN: FR0000066722 · WKN: 917556
7,3200
EUR
+6,40 %
+0,4400 EUR
Letzter Kurs 22:35:40 Lang & Schwarz
Werte aus der Branche Hardware
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 7,0000 | +18,64 | |
| 7,3200 | +6,40 | |
| 1,2000 | +5,73 | |
| 2,2400 | +4,67 | |
| 21,130 | +4,45 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 8,4800 | -4,50 | |
| 2,2200 | -7,50 | |
| 3,2300 | -7,71 | |
| 0,8350 | -10,70 | |
| 2,0000 | -11,11 |
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Antwort auf Beitrag Nr.: 55.972.371 von Aktienangler am 18.10.17 10:44:34
Habe meine zwecks Gewinnmitnahme zu 6,80 € verkauften Stücke heute zu rund 5,40 € zurückgeholt. Nach den überzeugenden Zahlen von Bigben und Logitech, die erneut einen generellen positiven Gaming-Markt widerspiegeln, bin ich hier nicht nur aufgrund der morgen bevorstehenden Q3-Umsatzzahlen lieber wieder voll investiert. Thrustmaster dürfte zumindest in 2017 der Hauptprofiteur im Gaming-Bereich sein! Das Q4 dürfte den bisherigen Jahresverlauf dann nochmals in den Schatten stellen....
Bin wieder All-in!
Zitat von Aktienangler: Habe heute 25% meiner Position mit über 100% Plus bei 6,80€ verkauft. Inzwischen schon wieder 1€ tiefer. Irre, was hier die letzten Tage abging. Die Volatilität wird hoch bleiben. In ein paar Tagen dann harte Fakten zu den Q3 Umsätzen. Bin sehr gespannt und mit 75% meiner Originalposition immer noch gut aufgestellt für mögliche weitere Kurssteigerungen.
Habe meine zwecks Gewinnmitnahme zu 6,80 € verkauften Stücke heute zu rund 5,40 € zurückgeholt. Nach den überzeugenden Zahlen von Bigben und Logitech, die erneut einen generellen positiven Gaming-Markt widerspiegeln, bin ich hier nicht nur aufgrund der morgen bevorstehenden Q3-Umsatzzahlen lieber wieder voll investiert. Thrustmaster dürfte zumindest in 2017 der Hauptprofiteur im Gaming-Bereich sein! Das Q4 dürfte den bisherigen Jahresverlauf dann nochmals in den Schatten stellen....
Antwort auf Beitrag Nr.: 56.022.417 von walmo am 25.10.17 12:30:37Mir ging es hier zu schnell. Performance letzten 3Monate über 200%. Nehme meine bescheidenen Prozente mit und spekuliere darauf dass wir die 4€ Marke wiedersehen.
mdn
mdn
Die Zahlen kommen morgen, Donnerstag, nach Börsenschluss
Weiss von euch jemand wann die Zahlen kommen sollen ?
Kurs dümpelt ja nur langweilig vor sich her,Mal sehen was bei den Zahlen passiert
Kurs dümpelt ja nur langweilig vor sich her,Mal sehen was bei den Zahlen passiert
Take a look on the US Import Data and you can see a growth over 100% and more in Q3.
if its true then we the the same or more on Endor AG
if its true then we the the same or more on Endor AG
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Antwort auf Beitrag Nr.: 56.013.774 von Torben83 am 24.10.17 12:59:30That is THE question 
Virtually no financial analyst is covering Guillemot (tto small), except for Genesta
This is a september update but you have to be aware that Guillemot paid for this analyst (as indicated on page 16, point 5.2 of the report)
https://www.boursorama.com/actualites/guillemot-vers-une-ann…
Anyway, I think the figure they give for 2017 (77,3 M€ of revenues) is too conservative.
My guess would be like a 90 to 100 M€ range as I think Q3 and Q4 will point to a significant acceleration of growth.
In the mean time, an other important point will be a potential takeover bid on Ubisoft by Vivendi or maybe a large player in video games (EA) or entertainment (you name them). Given the growing importance of the industry, I thina a price of 100€/Ubisoft share is credible (particularly in case of a counter-bid). And as you know Guillemot Corp owns 443 874 Ubisoft shares.
Virtually no financial analyst is covering Guillemot (tto small), except for Genesta
This is a september update but you have to be aware that Guillemot paid for this analyst (as indicated on page 16, point 5.2 of the report)
https://www.boursorama.com/actualites/guillemot-vers-une-ann…
Anyway, I think the figure they give for 2017 (77,3 M€ of revenues) is too conservative.
My guess would be like a 90 to 100 M€ range as I think Q3 and Q4 will point to a significant acceleration of growth.
In the mean time, an other important point will be a potential takeover bid on Ubisoft by Vivendi or maybe a large player in video games (EA) or entertainment (you name them). Given the growing importance of the industry, I thina a price of 100€/Ubisoft share is credible (particularly in case of a counter-bid). And as you know Guillemot Corp owns 443 874 Ubisoft shares.
Antwort auf Beitrag Nr.: 56.013.003 von ParisInvestor am 24.10.17 11:17:24Thanks for your Feedback.
What is your scenario for our Share this year?
What is your scenario for our Share this year?
Antwort auf Beitrag Nr.: 56.013.003 von ParisInvestor am 24.10.17 11:17:24Thank you for your words.
They are showing the current situation clearly and make curious about the day after tomorrow.
They are showing the current situation clearly and make curious about the day after tomorrow.
Sorry guys, I don't speak German and as I assume you don't speak my own language (French), let's try it in English.
I assume you saw the Logitech figures this morning (+44% for the gaming part). But waiting for Guillemot's Q3 figures (to be published next Thursday), I wanted to share those published yesterday evening by another french company (Bigben Interactive), both active in video games and game accessories and mobile accessories. By the way, Bigben is controlled by Bolloré, who also runs Vivendi, a company that could bid on Ubisoft (the main business of the Guillemot brothers).
Yes, French capitalism is such a small world !
Three points I want to make about Bigben's Q2 figures (july/september) :
1- top line growth is accelerating, at 34.2 % (from 23.9% on previous quarter)
2- the "gaming" division (about one half of the revenues) is the best performer : +93.6%)
3- inside the gaming division, the hardware part (accessories) enjoys a stunning 156.3% growth
This illustrates how the current year is friendly to the accessories business.
And remember 2 things about Guillemot Corp :
- the game accessories (Thrustmaster) accounted for 84% of the revenues during Q3 2016
- their steering wheel business give them a very ingteresting position as a number of car games have juste been released.
Tschüss !
I assume you saw the Logitech figures this morning (+44% for the gaming part). But waiting for Guillemot's Q3 figures (to be published next Thursday), I wanted to share those published yesterday evening by another french company (Bigben Interactive), both active in video games and game accessories and mobile accessories. By the way, Bigben is controlled by Bolloré, who also runs Vivendi, a company that could bid on Ubisoft (the main business of the Guillemot brothers).
Yes, French capitalism is such a small world !
Three points I want to make about Bigben's Q2 figures (july/september) :
1- top line growth is accelerating, at 34.2 % (from 23.9% on previous quarter)
2- the "gaming" division (about one half of the revenues) is the best performer : +93.6%)
3- inside the gaming division, the hardware part (accessories) enjoys a stunning 156.3% growth
This illustrates how the current year is friendly to the accessories business.
And remember 2 things about Guillemot Corp :
- the game accessories (Thrustmaster) accounted for 84% of the revenues during Q3 2016
- their steering wheel business give them a very ingteresting position as a number of car games have juste been released.
Tschüss !
Am 26. kommen die neuen Zahlen oder?
Gibts hier Einschätzungen wie die werden von jemanden ?
Gibts hier Einschätzungen wie die werden von jemanden ?
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