Electronic Arts Inc. EA

I think it probably would be more interesting to buy certain studios of Warner Bros. The licensing might be a big issue of the big brands like Batman and Harry Potter. Still for the right price this is a great asset for all 3 of them. Especially $TTWO would dramatically increase their catalog with this. Also the development cycle of those studios probably fit more to Take Two releasing quality instead of yearly cyclic games $TTWO, $EA, $ATVI

Financially its definately the higher risk for Take Two and a massive gamble to close the gap to EA and Activision

Gaming is massively undervalued. Covid is changing our behavior for long term to consume and live more at home than outside. 2020/2021 will be gamings strongest years ever before thr industry will need to tranform again in the years 2023-2025 because of mobile trend and a shift away from consoles

@visage you must have missed something
EA announced 14+ new titles for the next 12 month in their last earnings call

The problem with gaming is that right now investors switch theor investment from assets in the Dow vs technology stocks. When this balance is finally done I think gaming has a bright future especially because of 0% interest rates gaming stocks all should hit their all time highs in the next 12 months. These companies are least affected by the lockdowns. To be honest Im suprised those stocks are not pumped 50% more

Warner wants to sell its gaming division
Seems like $EA, $ATVI, $TTWO are all interested to buy at 4B$

Imagine Take Two buys them would be a huge boost to their catalog and put them on the same level $EA

Back to 119,50? Market needs to hit Dow support level of 24000.
will probably go down back to 22700

More corona cases mean people will even longer period stay more at home and play games

Corona is redefining our society.

People change their habits. Also after the pandemic we all will be used to stay more at home spent time with family television and games. The industry will be stronger than it was before the pandemic

If it dips again next week in the range of 113-116 buy!!

EA play delayed to 18th of June
Another chance gaming stocks will suffer next week before going up again