Recent IPO Insights: AppLovin
AppLovin's choice to build up its own mobile game portfolio as a means of turbocharging the value of its software is highly differentiated. A...
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Netmarble Buys SpinX for $2.2 Billion: Biggest Ever Overseas M&A Deal by a Korean Game Company
Netmarble Corporation (251270 KS) announced today after the market close that it has agreed to purchase a 100% stake of a Hong-Kong based game...
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International Games System: An Undervalued Online Social Gaming Stock in Taiwan
International Games System (3293 TT) is high growth, social games provider in Taiwan that we believe is undervalued versus leading global social...
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Playtika IPO – Doubling Down on DoubleDown’s Failed IPO
Despite initially being positive on Playtika for its healthy margins and steady growth, pricey valuation multiples have us looking elsewhere for...
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Playtika IPO – A Surprisingly Steady Mobile Game Roll-Up Play
Playtika is slightly unusual in that it appears to combine the attractive monetisation ability of mobile gaming with very steady margins and...
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