contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  createdAt
  changedAt
  isPremium
  authors {
    __typename
    name
    pageUrl
    id
  }
  companies {
    name
    id
  }
  tags {
    name
    id
  }
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
      researchContentUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


remedy-buying-opportunity-those-who-play-long-game

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

Analyst

Atte Riikola

Remedy Entertainment is a game developer. Its operations are primarily focused on the development of action games, with a particular focus on 3D technology. Examples of games that the company has developed include several different versions of Alan Wake, Max Payne, and Control. Remedy also develops its own game engine and tooling technology that powers many of its games. The company was founded in 1995 and is headquartered in Espoo, Finland.

Somehow, I feel like I always disagree with Puha. I mean, yeah, Redditors always write “no to preorders,” but if Resonant’s reviews come out before the game is released, then the game must be purchasable at that time, because that’s when players decide to buy the game. If you wait, the attention will have already shifted elsewhere. Secondly, most people will likely buy the game digitally. It would serve a better player experience to allow the game to be downloaded, for example, a day before its release, so that the most eager players can jump into the game immediately. This would also only be possible with pre-sales.

Saros lands on the last day of April, so it will get attention from the beginning of May. After that comes 007 First Light a couple of weeks later. After that, a release would be just before SGF + a possible Sony Showcase. I think it’s worth taking advantage of these events and releasing after them in week 24.

The rumor was that it would be a third-party event, meaning Wolverine would be seen at a later occasion. If we actually see/hear more about the game even this month, I’d even guess a May release. I’ll put Puh’s response on X here, which made me wonder if Resonant might get a release date very close to the actual release and no pre-orders, like Firebreak, but we’ll see.

I dug up that the original game’s language localizations were released (considerably more unofficially) 2 months before release.   If a SoP comes, then surely we’ll finally get a release date and preorder trailer after all this teasing. Considering Kasurinen’s Discord comment, the date-April Fools’ joke, and the probable Sony marketing deal. Sony and Insomniac’s Wolverine, competing in the same genre, is interesting. More was promised for “spring”. Sony’s next event is usually already in early summer, around May-June, just before SGF. It would be odd, in my opinion, to launch both Remdy’s and Wolverine’s preorders from the same event. Or will Wolverine get its own preorders in a SoP deep dive sometime, or only around SGF? In any case, the last straw for the June camp. A 2.5-month preorder window would still be possible to some extent.

Control Resonant’s language support was announced. Interestingly, the Chinese and Japanese dubs were available right at launch, meaning the Asian markets are being targeted. Alan Wake 2 had Japanese dubs, but not Chinese. Overall, the language support is significantly more extensive than Alan Wake 2.   What languages and localization does Alan Wake 2 support? Subtitles and voice-over (VO) English, French, German, Iberian Spanish and Japanese Subtitles only Italian, Latin American Spanish, Brazilian Portuguese, Polish, Russian, Korean, Simplified Chinese, Traditional Chinese and Ukrainian.  Currently, there’s a rumor mill that Sony will have a State of Play focused on 3rd parties on April 16th. That wouldn’t be too long for Kasurinen’s promise of more news soon. In my opinion, the E-America Gamescom at the end of the month is a bit too far away, and it’s not nearly as high-profile an event as, say, SOP.

Quantum Break turned 10 years old this Easter. Here’s a good article about the game, based on Mikko Rautalahti’s Bluesky thread.                   Muropaketti.com – 7 Apr 26              Remedyn toimintapeliä tehdessä Kinect lensi roskiin, eikä konsoliakaan ollut...    Quantum Breakin tuotannossa koettiin monenlaisia yllätyksiä.         Est. reading time: 2 minuuttia                               It gives a good idea of the kind of shenanigans Microsoft was involved in. My understanding is that this greatly influenced Remedy’s strong desire to move away from this subcontracting role, which eventually led to their listing on the stock exchange.

Firebreak tulee huomenna Gamepassiin …taas?                                                Hyvä vaan, jos Xbox on jatkosta jotain suostunut maksamaan.                     Xbox Wire – 7 Apr 26              Coming to Xbox Game Pass: Kiln, Hades II, Vampire Crawlers, and More - Xbox Wire    Coming soon to Xbox Game Pass: Kiln, Hades II, Vampire Crawlers, and more!         Est. reading time: 10 minutes

Remedy Entertainment

As we expected, Remedy’s Q4 result was exceptionally strong, partially because of timing-related factors. Thanks to the company’s outlook and the Tencent agreement for the Vanguard projects, the earnings growth outlook for 2023-2025 starts to clear up. 

<p>As we expected, Remedy’s Q4 result was exceptionally strong, partially because of timing-related factors. Thanks to the company’s outlook and the Tencent agreement for the Vanguard projects, the earnings growth outlook for 2023-2025 starts to clear up. Materializing the earnings potential of the games currently under development seem to focus more strongly on 2024-2025, in contrast to our previous estimates (2023-2024). Thus, a bit of patience is required. Then, the share’s valuation becomes so low that we consider the expected return very attractive for investors who play the long game. </p> 

	2021	22e	23e
Revenue	44.7	47.4	60.9
growth-%	8.9 %	6.0 %	28.5 %
EBIT (adj.)	14.7	11.5	15.8
EBIT-% (adj.)	32.9 %	24.3 %	26.0 %
EPS (adj.)	0.88	0.68	0.93
Dividend	0.17	0.20	0.25
Dividend %	0.4 %	1.6 %	2.0 %
P/E (adj.)	45.3	18.8	13.6
EV/EBITDA	29.9	8.6	4.1

Remedy: Buying opportunity for those who play the long game

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Key Estimate Figures14.02.2022

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