Consequences

vindex · 05-19-07, 09:48 AM

Ubisoft thinks we are a bunch of chumps. They will continue thinking we are bunch of chumps until we prove otherwise.

Ubisoft is also a public company. Its primary listing is in France, but it is also listed in the US. Hmmm, public company ... that's interesting ....

Here is a list of the financial analysts that cover Ubisoft's stock:

SELL-SIDE ANALYSTS COVERING UBISOFT
Company, Name, Location

Arkeon, Charles Planade, France
BMO, Edward Williams, U.S.A.
Citigroup, Sebastien Lalevée, France
Deutsche Bank, Eric Elalouf, France
Exane BNP Paribas, Stéphane Nières-Tavernier, France
Fideuram Wargny, Jean Michel Salvador, France
IXIS, Richard-Maxime Beaudoux, France
ING, Laurent Gras, France
Oddo, Brice Mari, France
Wedbush Morgan, Michael Pachter, U.S.A.

Very easy to get their email or phone contact info, since it's always listed on the research reports. I'd bet they'd like to know that Ubisoft just pissed off a major community that supports its games, severely damaging its reputation.

Here are the major institutional investors in Ubisoft. Bet they would be interested in what people are saying about the company.

Top 20 Holders

Electronic Arts (EA) Inc. 16.40%
Guillemot Family 13.56%
Fidelity 9.19%
IXIS Asset Management 4.33%
Morgan Stanley Investment Management 3.50%
MFS Investment Management 1.45%
Pictet Asset Management UK 1.34%
T. Rowe Price Associates 1.10%
Norges Bank 1.01%
Dimensional Fund Advisors 1.00%
JPMorgan Asset Management UK 0.91%
Alkeon Capital Management 0.78%
Lord, Abbett & Co. 0.57%
Manning & Napier Advisors 0.49%
Societe Generale Asset Management 0.44%
Canada Life Ltd. 0.28%
Goldman Sachs Asset Management 0.25%
Halbis Capital Management 0.22%
Oddo Asset Management 0.22%

Okay, maybe EA won't care (they'd probably cheer!), but I notice quite a lot of overlap with the coverage analysts, so I suspect the analysts have a lot of weight here.

Here are a couple major investors that have been buying Ubisoft lately. I bet they'd be REALLY interested in how the company is handling its customer relationships.

TOP 5 BUYERS
Fidelity (just bought over 2 million shares)
JPMorgan Asset Management
MFS Investment Management
Pictet Asset Management
Lord, Abbett & Co.

I really hope Ubi reads this post and responds accordingly. A notice that 1.3 will be here any day now will soothe my feelings, and save me a lot of emails calling investors' and analysts' attention to what's going on in this forum.

05-19-07, 09:48 AM	#1
vindex Planesman Join Date: Apr 2007 Posts: 192 Downloads: 17 Uploads: 0	Consequences Ubisoft thinks we are a bunch of chumps. They will continue thinking we are bunch of chumps until we prove otherwise. Ubisoft is also a public company. Its primary listing is in France, but it is also listed in the US. Hmmm, public company ... that's interesting .... Here is a list of the financial analysts that cover Ubisoft's stock: SELL-SIDE ANALYSTS COVERING UBISOFT Company, Name, Location Arkeon, Charles Planade, France BMO, Edward Williams, U.S.A. Citigroup, Sebastien Lalevée, France Deutsche Bank, Eric Elalouf, France Exane BNP Paribas, Stéphane Nières-Tavernier, France Fideuram Wargny, Jean Michel Salvador, France IXIS, Richard-Maxime Beaudoux, France ING, Laurent Gras, France Oddo, Brice Mari, France Wedbush Morgan, Michael Pachter, U.S.A. Very easy to get their email or phone contact info, since it's always listed on the research reports. I'd bet they'd like to know that Ubisoft just pissed off a major community that supports its games, severely damaging its reputation. Here are the major institutional investors in Ubisoft. Bet they would be interested in what people are saying about the company. Top 20 Holders Electronic Arts (EA) Inc. 16.40% Guillemot Family 13.56% Fidelity 9.19% IXIS Asset Management 4.33% Morgan Stanley Investment Management 3.50% MFS Investment Management 1.45% Pictet Asset Management UK 1.34% T. Rowe Price Associates 1.10% Norges Bank 1.01% Dimensional Fund Advisors 1.00% JPMorgan Asset Management UK 0.91% Alkeon Capital Management 0.78% Lord, Abbett & Co. 0.57% Manning & Napier Advisors 0.49% Societe Generale Asset Management 0.44% Canada Life Ltd. 0.28% Goldman Sachs Asset Management 0.25% Halbis Capital Management 0.22% Oddo Asset Management 0.22% Okay, maybe EA won't care (they'd probably cheer!), but I notice quite a lot of overlap with the coverage analysts, so I suspect the analysts have a lot of weight here. Here are a couple major investors that have been buying Ubisoft lately. I bet they'd be REALLY interested in how the company is handling its customer relationships. TOP 5 BUYERS Fidelity (just bought over 2 million shares) JPMorgan Asset Management MFS Investment Management Pictet Asset Management Lord, Abbett & Co. I really hope Ubi reads this post and responds accordingly. A notice that 1.3 will be here any day now will soothe my feelings, and save me a lot of emails calling investors' and analysts' attention to what's going on in this forum.