Ubisoft’s situation may seem paradoxical: On paper, investors continue to doubt the group’s roadmap. On the other, the sector is subject to a phenomenon of spectacular concentration which could end up catching up with the tricolor group… Let us recall that the largest transaction in recent years concerned the American Activision Blizzard targeted by Microsoft for an amount of 69 $bn. Several giants of the entertainment/media/techno galaxy are now hunters like Tencent, Disney or Apple with a view to enriching their international catalog… Still benefiting from the confidence of investors despite the current context, these behemoths are capable of signing…
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