Latest ideas and analyses related to mobile gaming

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
AAPL , GOOGL , FB , U , MTCH , BMBL

+38 pts



Morgan Stanley says #AppStore fee changes would impact $AAPL revenues by 2% in 'worse case', accelerate mobile gaming consolidation

By labjordan on Sept. 13, 2021, 5:19 p.m.
Tagged topics: market consolidation , App Store , big tech , Morgan Stanley , mobile gaming , Epic Games lawsuit , in-app purchases

Views: 181, Votes: 2, Responses: 0, Attachments: 2
EA

+32 pts



$EA - JP Morgan says Playdemic brings expertise in casual/clash games, complements Gluu and Codemasters, and helps monetize mobile sports portfolio

By junkfoodlover on June 24, 2021, 12:54 p.m.
Tagged topics: mergers and acquisitions , JP Morgan , Codemasters , mobile gaming , Playdemic , Gluu

Views: 134, Votes: 2, Responses: 0, Attachments: 2
DKNG

+5 pts



strong buy

By johnoneoff on March 30, 2021, 9:19 a.m.
Tagged topics: analyst checks , regulatory environment , sports betting , online gambling , Deutsche Bank , mobile gaming

Views: 1, Votes: 1, Responses: 0, Attachments: 0
DKNG

+5 pts



Nice

By arstgurujai on March 29, 2021, 9:54 p.m.
Tagged topics: analyst checks , regulatory environment , sports betting , online gambling , Deutsche Bank , mobile gaming

Views: 1, Votes: 1, Responses: 0, Attachments: 0
DKNG

+41 pts



$DKNG - Deutsche says sports betting legislation is off to a 'tough start' and 'doesn't appear promising'

By mooreideas on March 29, 2021, 4:06 p.m.
Tagged topics: analyst checks , regulatory environment , sports betting , online gambling , Deutsche Bank , mobile gaming

Views: 135, Votes: 3, Responses: 2, Attachments: 3
U

+65 pts



$U - Goldman says Unity Software is driving a structural shift in video game creation, and now is a good entry point following recent pullback

By rIsILAwr on March 16, 2021, 1:29 p.m.
Tagged topics: valuations , video games , deep dive , Goldman Sachs , mobile gaming , 3D content

Views: 171, Votes: 3, Responses: 0, Attachments: 17
PLTK

+67 pts



$PLTK - Goldman and Morgan Stanley say buy Playtika for its lead in social casino and expansion into casual gaming (deep dive)

By phenphen on Feb. 9, 2021, 1:23 p.m.
Tagged topics: deep dive , Goldman Sachs , Morgan Stanley , social casino , mobile gaming

Views: 427, Votes: 3, Responses: 0, Attachments: 83