In every market cycle there are sectors that quietly fall out of favor only to surge again when conditions shift — and we may be standing at the cusp of one such rebound. While headlines today spotlight macro pressures and risk aversion, inside some beaten-down industries lie companies with underlying fundamentals capable of exponential upside. If demand returns and execution aligns with strategic positioning, some of these players — currently trading far below their potential — could see share prices expand by multiples unseen in recent years. This is not mere speculation, but a scenario grounded in historical rebounds and changing investor sentiment.

The gaming industry has built a reputation in recent years as one of the most attractive growth segments of the digital economy. It has been characterised by low barriers to entry for new players, global distribution, a huge range of monetisation models, increasing time spent online and the ability to create long-term franchises. However,…