Report
Jerôme Bodin

ODDO : Léger ajustement en hausse de nos attentes T4 en Espagne

>Un T4 un peu meilleur qu’attendu - Nous faisons un point sur le marché publicitaire en Espagne et ajustons légèrement nos attentes pour le T4 et pour l’année 2022. Il nous semble que le T4 pourrait être un peu meilleur que nous l’attendions en Espagne, notamment grâce au mois de novembre et au « Black Friday ». Ainsi, nous estimons que le trimestre devrait être en amélioration séquentielle vs le T3 tout en restant en baisse. C’est pourquoi nous révisons légèrement en...
Underlyings
Atresmedia Corporacion de Medios de Comunicacion SA

Atresmedia Corporacion De Medios De Comunicacion is a television and radio broadcasting company based in Spain. Co. is engaged in the indirect management of television and radio services, which include the broadcasting, creation, production and distribution of television and radio programming, and the sale of advertising time. Group companies mainly carry on business activities relating to the production, copying and broadcasting of sounds and images, and TV and Internet home shopping. Co. provides National and World Digital Television Services. Co. is the parent company of Grupo Antena 3.

Mediaset Espana Comunicacion SA

Gestevision Telecinco is a television network company based in Spain. Co. heads a group of dependent companies, which form the Telecinco Group. Through its subsidiaries, Co. is engaged in the management and commercial exploitation of a television network. Co.'s television network acquires, produces, and distributes audiovisual content. Co. also sells the network advertising airtime, carried out by its subsidiary. In addition, Co. is involved in the sale of other advertising products; production of news programs; the production and sale of audiovisual property rights; and teleshopping.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Jerôme Bodin

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