Keywords Studios Share Discussion Threads

[gswredland] 28/3/2018 10:32

What is the PE?

[villarich] 28/3/2018 10:25

Looking at the chart it's been range bound for months, bouncing between £14 and £17 (apart from the short lived breakout to over £18).I'll be topping up if this gets any lower.

[scooper72] 28/3/2018 09:29

Anyone got thoughts on how far this is going to pull back? The price seems to be going in the opposite direction of the positive media. Wondering if the high p/e is making some people nervous with all the market volatility. Hoping results at end of April will give it a boost...

[robow] 27/3/2018 08:50

bit more meat on the bone from Rivaldo's post from Citywire

Peel Hunt has initiated coverage of Keywords Studios (KWS), which offers outsourced services to the video games industry, and is growing twice as fast as its peers.

Analyst Ashu Sony initiated coverage with an ‘add’ recommendation and target price of £18.50 on the shares, which fell 2.5% to £15.70 yesterday.

Sony believes the company is ‘attractively positioned to corner the market’ thanks to its established position, ‘blue-chipR17; client base, significant cross-selling opportunity, and ‘unmatched record of value-accretive mergers and acquisitions’.

Based on his valuation methods the company is growing earnings ‘over twice as fast as the relevant peer group’ at 38% versus 15%. He said Keywords would ‘win out’ in its industry.

[scooper72] 26/3/2018 14:32

Yep. Absolutely. They never watch tv anymore and everyone they know plays fortnight too. I can't get on the TV to even watch Homeland...

[ali47fish] 26/3/2018 14:27

i hope it never leaves aim

[pyglet] 26/3/2018 12:55

Cannot for the life of me understand why this has dropped back to the £16 range. This has got to be a future FTSE 100 stock in the making in my opinion. Games just keep growing. Anyone got kids using fortnite?

[rivaldo] 26/3/2018 07:44

Good news - Peel Hunt today initiate coverage with a Buy and an 1850p target:

[snew] 22/3/2018 12:06

I am not sure what is causing the current dip, could be general market conditions I expect, judging by the AIM chart over the last few day. Expect it to push back up with results. IMO

[pyglet] 22/3/2018 11:51

Exactly. Hopefully will move back up to the £18 area

[snew] 22/3/2018 10:25

[...]

looking forward to results in April - management says they will be comfortably ahead of market expectations.

(tried to post link to article but it isnt working. It's on the proactive investors site if anyone is interested.

[rivaldo] 15/3/2018 23:18

Cheers mginvestor, a very good read. And a very nice close today too.

[glaws2] 14/3/2018 08:45

Good aticle MG

[mginvestor] 14/3/2018 08:40

Keywords Studios CEO Andrew Day explains why the company is so active with acquisitions #KWS @KeywordsStudios - thanks to @Chris_Dring & @GIBiz



@mginvestor

[the white house] 12/3/2018 19:06

Someone paying 1844 for 200 bags worth. They Know

[windsor430] 12/3/2018 18:23

Love this industry, firm & share price .. but what’s triggered todays rise? Or just people late to last weeks news?

[aimingupward2] 12/3/2018 09:33

I have a feeling this could go to around £20 pretty quickly - much sooner than has been generally thought.

[villarich] 12/3/2018 08:46

Darvas breakout? Think I may top up

[aimingupward2] 09/3/2018 16:44

All time high to close the week and an end-of-day uncrossing trade at 1760 suggests a positive start on Monday. Hopefully, continuing progress, then, up to the results on 9th April, and beyond, if we get a strong outlook statement.

[bigbigdave] 09/3/2018 09:34

Lovely move this morning confirming the breakout.

[aimingupward2] 08/3/2018 16:22

1k worth,yes, but not two. Shareprice at an ath now.

[scooper72] 08/3/2018 16:05

Just tried topping up despite this being about 20 percent of my portfolio. But can't even by 2k worth. Anyone else tried?

[pyglet] 08/3/2018 15:32

Start of the next leg up???

[pyglet] 08/3/2018 15:31

Depends on the results. Might be upgraded and zoom up even more. Gaming is pretty immune to any downturn in the economy so should be fine. Berenberg has a price target of over £20.