Fri, Jan 30, 2015, 2:30 AM EST - U.S. Markets open in 7 hrs.


% | $
Quotes you view appear here for quick access.

Activision Blizzard, Inc. Message Board

  • ezk00 ezk00 Dec 24, 2012 10:11 AM Flag

    Video Game Sector

    Bodes Well for Outlook for 2013 and 2014
    􀂃 Investment Summary
    􀂃 Bottom Line: Results from our proprietary consumer survey point to stronger-than-expected demand for new video game
    consoles, particularly the yet-to-be announced next Xbox and PlayStation device. While ultimately we expect sales to
    depend on the level innovation in these new devices, this indication of interest bodes well for the'13/'14 outlook as new
    products are introduced, after several difficult years in the industry.
    􀂃 Key Investment Highlights:
    􀂃 Recent industry weakness may reflect both cyclical & structural issues, not just structural.
    􀂃 Gaming ecosystem is becoming more complex, but consumers are not planning to abandon consoles.
    􀂃 Solid demand for new consoles, including the next Xbox or PlayStation, which have not been announced yet, while demand
    responses for the recently launched Wii U seem lukewarm.
    􀂃 The ability to play used games remains a must-have for many consumers, a positive for GameStop.
    􀂃 How to Play This:
    􀂃 GameStop (GME, Outperform, $29 TP)
    􀂃 Activision (ATVI, Outperform, $16 TP, Credit Suisse US Focus List)

20.75+0.08(+0.36%)Jan 29 4:00 PMEST

Trending Tickers

Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.