UBISOFT WKN: 901581 ISIN: FR0000054470 Forum: Aktien Thema: Hauptdiskussion

Alphavalue hat das doch schon im Jänner gemacht?

Jeder redet schlecht über die aktie - die können genauso gut auch eine Nummer ziehen und sich hinten anstellen.

Nicht gutes :-D

Was bedeutet das?

Falls sich jemand wundert warum es heute evtl. runtergeht: "Alphavalue cuts to reduce from add"

Denke da brauchen wir noch Geduld. Aber wenn die Momentum bekommt, dann geht's hier richtig steil

Komm Ubisoft, jetzt steig mal bitte nachhaltig & nicht wieder am morgigen Tag Richtung Süden 😅

So...ja...

,In short, Tencent hasn't just been "buying shares"; they’ve been "buying insurance." They have essentially ensured that even if the Ubisoft ship sinks, they already own a very large piece of the best lifeboats.

Tencent also owns nearly 50% of Guillemot Brothers Ltd, the holding company owned by Ubisoft’s founders. This gives Tencent a "backdoor" influence over the family’s voting power. If Ubisoft were to face bankruptcy (Insolvency), Tencent would be the most likely "stalking horse bidder"—the preferred buyer who already has their foot in the door to sweep up the remaining 75% of the big IPs or the company as a whole.

In 2025, Ubisoft formed a new subsidiary (often referred to in industry reports as Vantage Studios). This move was a "carve-out" of their most profitable Intellectual Property (IP). The Setup: Ubisoft granted this subsidiary a worldwide, exclusive, irrevocable, and perpetual license to its top three franchises. Tencent’s Role: Tencent invested approximately €1.16 billion for a 25% stake in this specific subsidiary. The Result: Because this subsidiary is a separate legal entity from "Ubisoft Entertainment SA" (the parent company), its assets (the AC, Far Cry, and Rainbow Six licenses) are partially insulated. If the parent company goes insolvent, the subsidiary—and Tencent’s 25% interest in those specific IPs—remains a distinct asset that is much harder for creditors to dismantle or liquidate.

Yes, Tencent has already positioned itself to retain rights to Ubisoft's biggest hits.

nJa, allerdings besitzt Tencent bereits die Rechte an den besten Spielen.Sollte Ubisoft Pleite gehen, würde Tencent die Lizenzen erhalten und hätte die Möglichkeit, die Spiele weiterzuentwickeln.

2030 spätestens...würde mich nicht wundern, wenn diese Abmachung einkassiert wird, sobald es wirklich schlimm steht. Noch ist es nicht soweit...

https://www.cnbc.com/2022/09/07/ubisoft-shares-plunge-after-tencent-ups-stake-potentially-shutting-door-on-full-takeover.html

But Tencent will not be able to sell its shares for five years and will not be able to increase its stake in Ubisoft beyond 9.99% for a period of eight years.