External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>Playtech restructured its contract with Caliplay and sold its Italian gaming arm, Snaitech, for €2.3 billion.</li><li>The company issued a special dividend exceeding 60% of its pre-dividend market cap and retains a 20% stake in Caliplay.</li><li>Analysts suggest the share price undervalues Playtech's assets as it aims to enhance B2B margins and expand its live casino business.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Playtech restructured its contract with Caliplay and sold its Italian gaming arm, Snaitech, for €2.3 billion.The company issued a special dividend exceeding 60% of its pre-dividend market cap and retains a 20% stake in Caliplay.Analysts suggest the share price undervalues Playtech's assets as it aims to enhance B2B margins and expand its live casino business.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Playtech Plc (PTEC LN) - Thursday, Jul 3, 2025

Global Head of Research & Head of Europe, Lucror Analytics

Felix Fischer

Global Head of Research & Head of Europe

High Yield Experts

Lucror Analytics

Lucror Analytics is a leading credit and ESG research specialist and a provider of technology solutions for differentiated fixed income strategies. Our roots are in bottom-up fundamental credit analysis with a specialization in high yield corporate credits from Europe, Asia and Latin America. We are one of few research specialists integrating ESG considerations with fundamental credit research through a dedicated ESG platform. Our ESG assessment covers five key criteria: Disclosure, E,S, & G Pillars, Controversies, ESG Impact on Credit and ESG Momentum.

Recognizing the importance and value-add of Factor Investing in fixed income, Lucror developed the Smart Quant Navigator (SQN), an intuitive platform that helps clients devise and implement factor-based strategies ranging from pure quant to active fundamental, with integrated ESG.

Our company has been at the forefront of developments in the fixed income markets, identifying opportunities and consistently delivering new products and value-adding solutions to clients. Lucror has close relationships with the largest and most reputable asset managers, family offices, hedge funds, investment and wealth managers globally.

Credit

The Europe HY Trade Book for September 2024 includes current trade recommendations drawn from our European HY coverage universe, along with relative-value scatter plots and tables by industry.

  The Europe HY Trade Book for September 2024 includes current trade recommendations drawn from our European HY coverage universe, along with relative-value scatter plots and tables by industry. 

Europe HY Trade Book - September 2024 - Lucror Analytics

<h3>Europe High Yield Trade Book</h3>
 The Europe HY Trade Book for August 2024 includes current trade recommendations drawn from our European HY coverage universe, along with relative-value scatter plots and tables by industry.

Europe High Yield Trade Book
 The Europe HY Trade Book for August 2024 includes current trade recommendations drawn from our European HY coverage universe, along with relative-value scatter plots and tables by industry.  

Europe HY Trade Book - August 2024 - Lucror Analytics

Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

Equity Capital Markets

<ul>
<li>Games Global, a promising iGaming content provider and B2B online gaming supplier, set terms for its U.S. IPO. The IPO price is expected to be between $16 and $19/share.</li>
<li>With the most recent F-1/A, the company may raise ~$114M at the high end of the range at $19/share. Zinnia Limited sells additional 8.5M shares in this offering.   </li>
<li>Games Global has created an impressive portfolios of iGaming content through a series of successful acquisitions, and I see upside potential vs. IPO price of $17.50 at the midpoint.</li>
</ul>


Games Global, a promising iGaming content provider and B2B online gaming supplier, set terms for its U.S. IPO. The IPO price is expected to be between $16 and $19/share.
With the most recent F-1/A, the company may raise ~$114M at the high end of the range at $19/share. Zinnia Limited sells additional 8.5M shares in this offering.   
Games Global has created an impressive portfolios of iGaming content through a series of successful acquisitions, and I see upside potential vs. IPO price of $17.50 at the midpoint.


Games Global IPO: Strong Profitability and Impressive Portfolios of IGaming Content

<ul><li>Playtech is recommended as a long investment due to its undervalued status and strong financial position</li><li>The company has divested non-core assets and shifted focus to two profitable segments, including a B2B software and services provider and a leading B2C gaming operator in Italy under the Snaitech brand</li><li>Playtech's Snaitech segment is considered a crown jewel in its portfolio, with significant market share in Italy and potential for share price to triple over the next 3 years</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Playtech is recommended as a long investment due to its undervalued status and strong financial positionThe company has divested non-core assets and shifted focus to two profitable segments, including a B2B software and services provider and a leading B2C gaming operator in Italy under the Snaitech brandPlaytech's Snaitech segment is considered a crown jewel in its portfolio, with significant market share in Italy and potential for share price to triple over the next 3 yearsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

United Kingdom

Playtech plc develops unified software platforms and content for the online, mobile and land-based gaming industry.  The Company's gaming applications include casino, poker, bingo, sports betting, live gaming, casual and fixed odds games.

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Playtech Plc (PTEC LN)