Market's view on Frontier Dev

Published on April 2024

  • Tencent and its board member have significantly increased their shareholding in the discussed company, surpassing the 10 percent threshold.
  • The stock is currently forming a technical bullish flag on the chart, suggesting a potential breakout and upward movement soon.
  • Recent DLC announcement for Planet Zoo is expected to generate additional high-margin revenue.
  • Frontier Developments has been highlighted for its strong potential in park builders and dinosaur games, with multiple expansions and a focus on its own intellectual properties.
  • Comparisons between Team17 and Frontier Developments indicate Frontier has a lower enterprise value to sales ratio, suggesting it is undervalued relative to Team17.
  • Frontier Developments’ focus on reducing costs and the upcoming release of Planet Coaster 2 could significantly enhance earnings, making current valuations attractive.
  • The observed increase in market capitalisation before sales figures are considered provides a positive outlook for the stock’s future.
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