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Thunderful Group: Q3’21E preview - Redeye

Redeye provides a Q3'21 preview on Thunderful group. We slightly decrease our sales estimates for the distribution unit, primarily for Bergsala and AMO Toys, due to supply chain issues and timing effects regarding the new OLED Switch release. However, the adjustments do not affect our valuation as the games segment offsets it.

Redeye provides a Q3'21 preview on Thunderful group. We slightly decrease our sales estimates for the distribution unit, primarily for Bergsala and AMO Toys, due to supply chain issues and timing effects regarding the new OLED Switch release. However, the adjustments do not affect our valuation as the games segment offsets it.
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