Redeye provides a review following CI Games' Q2 report, which came in well above our estimates, driven by continued strong sales of LOTF 2023. Since our last review, the company has also announced that it is moving the release of LOTF II to Q1 2027, a decision we view positively. We present an updated fundamental value (base case) and our new fair value of PLN4.2, with the share currently screening as "Attractively Priced".
