TOPIC

VIDEO GAMES News & Analysis

Industry champions on the cheap: Emerging markets at the Morningstar Investment Conference
Stocks
Industry champions on the cheap: Emerging markets at the Morningstar Investment Conference
Strong commodity prices, cheap valuations and a head start on interest rate hikes means emerging markets are set for strength, says Dr. Joseph Lai of...
Lewis Jackson | 23 February 2022
Activision Blizzard acquired by Microsoft in historic deal: Expect more M&A in video games
Stocks
Activision Blizzard acquired by Microsoft in historic deal: Expect more M&A in video games
After Microsoft agreed to buy Activision Blizzard, Morningstar analysts expect more firms could be targets – both fair value estimates remain...
Ruth Saldanha | 19 January 2022
Tencent fair value lowered on delayed game launches
Stocks
Tencent fair value lowered on delayed game launches
Morningstar analysts expect delayed game launches will have an impact on profits.
Kate Lin | 28 September 2021
Have we reached peak video gaming?
Stocks
Have we reached peak video gaming?
Video gaming has soared under lockdown, can this sector keep growing post-covid? Morningstar analyst Neil Macker takes a look.
Holly Black | 19 March 2021
Video games power up during pandemic
Stocks
Video games power up during pandemic
Lockdowns and next-generation consoles are supercharging growth.
Neil Macker, CFA | 03 March 2021
Profiting from video games
Stocks
Profiting from video games
Video gaming has become a professional industry in recent years, and the covid-19 pandemic has created a new generation of gamers. That spells...
Annalisa Esposito | 24 November 2020
Grab your console: Investors bet on video game opportunities
Stocks
Grab your console: Investors bet on video game opportunities
The fastest growing segment of consumer entertainment risks being overlooked, according to some asset managers.
Nicki Bourlioufas | 08 September 2020
DNR Capital's eye for gaming, building supplies and software
Stocks
DNR Capital's eye for gaming, building supplies and software
DNR Capital's chief investment officer Jamie Nicol profiles some of the top ten holdings in his Australian Equities High Conviction fund. 
Lex Hall | 18 August 2020
Greencape's three top picks
Funds
Greencape's three top picks
Property listings, software for financial planners and AI machine-learning: Jonathan Koh has scoured the globe for opportunities.
Glenn Freeman | 12 May 2020
Coronavirus impact: will video streaming get a boost?
Stocks
Coronavirus impact: will video streaming get a boost?
Binge-watching in the coronavirus lockdown could boost video streaming services.
Emma Rapaport | 26 March 2020