PlaySide's Stock Rally 'Only Getting Started' -- Market Talk

Dow Jones

2025/10/13

2122 GMT - PlaySide Studios's 12-month extension of its Work for Hire contract with Meta Platforms bolsters Shaw & Partners's bullish call. "This extension de-risks our thesis, builds visibility on the WFH order book and allows investors to take a more confident view on its original IP portfolio," analyst Jules Cooper says. PlaySide's stock gained 13% on the contract extension and Shaw thinks the rally has just begun. It points to several catalysts over 6-9 months. They include the launch of MOUSE in 1H of FY 2026 and reveal trailers for Game of Thrones and Dumb Ways in FY 2026. "We also see 'green shoots' in WFH and feel we are now at the bottom of the cycle for the industry which bodes well for outsourcing moving forward," Shaw says. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

October 12, 2025 17:22 ET (21:22 GMT)

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PlaySide's stock gained 13% on the contract extension and Shaw thinks the rally has just begun. It points to several catalysts over 6-9 months. They include the launch of MOUSE in 1H of FY 2026 and reveal trailers for Game of Thrones and Dumb Ways in FY 2026. \"We also see 'green shoots' in WFH and feel we are now at the bottom of the cycle for the industry which bodes well for outsourcing moving forward,\" Shaw says. 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PlaySide's stock gained 13% on the contract extension and Shaw thinks the rally has just begun. It points to several catalysts over 6-9 months. They include the launch of MOUSE in 1H of FY 2026 and reveal trailers for Game of Thrones and Dumb Ways in FY 2026. \"We also see 'green shoots' in WFH and feel we are now at the bottom of the cycle for the industry which bodes well for outsourcing moving forward,\" Shaw says. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 12, 2025 17:22 ET (21:22 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"PLY.AU","symbol_name":"PLAYSIDE STUDIOS LTD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2575883448","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2575883448","pubTimestamp":1760304120,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2122 GMT - PlaySide Studios's 12-month extension of its Work for Hire contract with Meta Platforms bolsters Shaw & Partners's bullish call. \"This extension de-risks our thesis, builds visibility on the WFH order book and allows investors to take a more confident view on its original IP portfolio,\" analyst Jules Cooper says. PlaySide's stock gained 13% on the contract extension and Shaw thinks the rally has just begun. It points to several catalysts over 6-9 months. They include the launch of MOUSE in 1H of FY 2026 and reveal trailers for Game of Thrones and Dumb Ways in FY 2026. \"We also see 'green shoots' in WFH and feel we are now at the bottom of the cycle for the industry which bodes well for outsourcing moving forward,\" Shaw says. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"PLY.AU":"PLAYSIDE STUDIOS LTD","BK7011":"互动家庭娱乐"},"translate_title":"PlaySide的股价上涨“才刚刚开始”——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PLY.AU":0.9},"content_text":"2122 GMT - PlaySide Studios's 12-month extension of its Work for Hire contract with Meta Platforms bolsters Shaw & Partners's bullish call. \"This extension de-risks our thesis, builds visibility on the WFH order book and allows investors to take a more confident view on its original IP portfolio,\" analyst Jules Cooper says. PlaySide's stock gained 13% on the contract extension and Shaw thinks the rally has just begun. It points to several catalysts over 6-9 months. 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