Ubisoft (UBI) Boosts Valuation with New Gaming Subsidiary and Tencent Investment

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Mar 28, 2025

Shares of Ubisoft Entertainment SA (UBI, Financial) surged 10% after announcing the creation of a new subsidiary that will encompass hit franchises like Assassin’s Creed and Far Cry, valued at approximately €4 billion. Tencent Holdings Ltd. is set to invest €1.16 billion for a 25% stake in this entity, strengthening its existing 10% stake in Ubisoft. The strategic move not only elevates the group's valuation but also resolves its recent financial hurdles. The deal, part of a broader restructuring initiated in response to challenges from post-pandemic market shifts, is projected to conclude by 2025.

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I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.