Microsoft Corp

Microsoft – Thinking Through the ATVI Acquisition Further

Equity Bottom-Up
210 Views, 20 Jan 2022 08:40
EXECUTIVE SUMMARY
  • Our initial thoughts on Microsoft’s bid for Activision Blizzard were on the sceptical side given various signs of trouble at the company. 
  • In contrast the majority of commentary on the deal has been somewhere between positive and euphoric though there are monopoly concerns from customers. 
  • Yet the more we examine the implications the less we like this deal for Microsoft.
detail (4-minute read)
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Mio Kato
Japan/Asia Long-Short
LightStream Research
JapanEquity Bottom-UpEquity Capital Markets

Over 15 years analysing Japanese and Asian stocks from a long/short perspective I focus on cyclically driven sectors su... 

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