contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls {
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    id
    name
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


redeye-eg7-limited-impact-from-softer-margin-guidance

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

alternatePageUrls

imgUrl

description

Enad Global 7 is a group in the gaming industry that develops, markets, and distributes PC, console and mobile games to the global gaming market. The company develops its own IPs, and is a consultant to other companies worldwide through the game development divisions Toadman Studios and Antimatter Games. The Group's marketing department has contributed to release several brands and the publishing department works with both physical and digital placement. The head office is located in Stockholm.

Q3 siffror från EG7. July – September 2023 in Summary  Net Revenue of SEK 517.3 (444.5) million, representing 16.4 percent organic growth. EBITDA of SEK 114.5 (123.2) million. Adjusted EBITDA of SEK 140.7 (113.1) million, corresponding to 24.5% percent growth and 27.2% percent margin. The net adjustments for non-recurring items totaled SEK 26.2 million, consisting of SEK 31.8 million in revaluation of Earn-Out liability for Piranha and -6.3 million in restructuring reserve reversal for Antimatter Games’ closure. EBIT of SEK 43.0 (59.2) million. Adjusted EBIT of SEK 78.4 (56.9) million. Profit before tax of SEK 37.1 (49.5) million. Earnings per share of SEK 0.11 (1.35). Adjusted earnings per share of SEK 0.43 (0.30). Cash flows from operations of SEK 112.8 (131.3) million. Cash balance of SEK 472.5 million with no bank debt at group level.

Såhär skriver @Atte_Riikola och @anton.damsten om bolaget i artikeln: Valuations in the gaming sector have gone down in many places Publicerad i dag.   Läs artikeln i sin helhet:                  Inderes — Connecting Investors and Companies              Valuations in the gaming sector have gone down in many places    We looked at the current valuation levels of listed gaming companies and their growth and profitability forecasts for the coming years. The companies are divided into three groups: 1) Mobile games companies, 2) Console and PC games companies, and 3)...

Efter att ha fått lite upprättelse på senaste tiden för sin vändning inom bolaget är EG7 nu tillbaka i blåsväder. Det är inte helt lätt att förstå sig på nyheten som nyligen kom ut (för min del) men mottagandet på marknaden och hos investerare har inte varit positiv överhuvudtaget. EG7 håller en kapitalmarknadsdag under nästa vecka och det kommer bli väldigt intressant hur tonen kring detta kommer vara.

I don’t have strong opinion about EG7 even though I have from time to time looked through their earnings materials. I think I was many years ago looking it a little bit more in detail when the company was still named Toadman Interactive. I also noticed Alta Fox’s statement about the company and only in light of the current consensus estimates, it is easy to say that the valuation looks pretty low. Numbers below are from Capital IQ.   Because I have not done any deep dive into the company, I don’t know how realistic those estimates are. I also haven’t played any games of EG7 so I don’t have any opinion about the quality of the games portfolio. It seems that My Singing Monsters has performed really well in the past couple of quarters, but it is interesting to see, what will be the new run-rate for the game after the dust settles.  The lates earnings presentation can be found from here:            storage.mfn.se              investors-deck-q1-v-11.pdf

My singing Monster satte ju intressant nog EG7 tillbaka på kartan… MGI gjorde sig av med EG7 iom strömlinjeformningen av sin egen verksamhet (bort från spel), så detta är säkert ngt som @anton.damsten har bra koll på. Eller hur går dina tankar kring caset? Also @Atte_Riikola : do you have an opinion about EG7?

Jag bevakade i början av pandemin flertalet gaming-bolag och däribland EG7. Sedan dess har det varit en rätt krokig historia för bolaget med kursuppgång och fall som kröntes med uppmärksammat VD byte och EG7 försvann ur mitt synfält. Människan har en tendens att gilla en bra comeback story och även om vi må ha lärt oss en del av styrkan i SoMe generationen efter låten Running Up That Hill från 1985 medverkande i Netflix’s Stranger Things så var det kanske inte på börsen vi trodde att vi skulle kunna få en liknande berättelse. Men EG7 spelet My Singing Monster, som fyllde hela 10 år i slutet av förra sommaren, återupplivades efter en TikTok trend och blev ett av de mest nedladdade iOS spelen 2022. Aktien är upp över 100% på en rullande 12-månaders basis i skrivande stund och under de senaste veckorna har även flertalet svenska aktie-poddar satt EG7 under bevakning där de framförallt kanske nämner det starka kassaflödet. Idag 22 maj meddelade storägaren Alta Fox att de uppmanar styrelsen till att se över olika strategiska alternativ där kanske mest uppmärksammat en 100%ig försäljning ingick. Är det någon som har tittat närmare på EG7 och håller med Alta Fox analys att aktien ska vara undervärderad? Eller är det redan ’’för sent’’ att gå in?

Enad Global 7

Redeye updates on EG7 post Q3-results which were better than expected, driven by strong profitability in Daybreak. While the company lowered its guidance for 2024, we have made limited changes...

<div class="mfn-body"><p>Redeye updates on EG7 post Q3-results which were better than expected, driven by strong profitability in Daybreak. While the company lowered its guidance for 2024, we have made limited changes to our estimates as we had already assumed that the target would be challenging to achieve. Nevertheless, the company looks set to end the year strongly with continued result improvement in Q4 2024.</p><p><a rel="noopener" href="https://www.redeye.se/research/1055894/eg7-limited-impact-from-softer-margin-guidance?utm_source=MFN&amp;amp;utm_medium=pmcour">Read more and download the Research Update.</a></p><p>Follow companies at Redeye to receive the latest equity research within Life Science and Technology.</p><p>This is a press release from Redeye - Research Powered Investment Banking. www.redeye.se/</p></div><div class="mfn-footer mfn-attachment mfn-attachment-general"><p><strong class="mfn-heading-1">Attachments</strong></p><hr><p><a rel="noopener" href="https://storage.mfn.se/f9d42c0e-0be8-49d0-92ab-a51f8b16656a/eg7-limited-impact-from-softer-margin-guidance.pdf" class="mfn-generated mfn-primary">EG7 - Limited impact from softer margin guidance</a></p></div>

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