Report
Jerôme Bodin

ODDO : Révisions en baisse des estimations sur Lagardère et à la hausse pour Mediaset

>Point sur Mediaset et Lagardère après leur conférence téléphonique - Lagardère et Mediaset ont publié hier, son CA du T1 2021 pour le premier et ses résultats annuels pour le second. Suite à leur conférence téléphonique qui se sont tenues hier matin, nous mettons à jour nos estimations et valorisations. Lagardère : une tendance qui va se normaliser pour Publishing mais rester positive. Révisions en baisse liées au Travel retail - Lagardère Publishing...
Underlyings
Lagardere SCA

Lagardere Groupe is a holding company. Through its subsidiaries, Co. is engaged in the media industry (news, education, culture and entertainment businesses). Co.'s main activities in the media industry can be divided into four separate divisions. Lagardere Publishing includes Co.'s Book Publishing and e-Publishing businesses. Lagardere Active encompasses Co.'s Magazine Publishing, Audiovisual (Radio, Television, Audiovisual Production), Digital and Advertising Sales Brokerage businesses. Lagardere Services encompasses the Travel Retail and Distribution businesses. Lagardere Unlimited specializes in sports and entertainment.

Mediaset S.p.A.

Mediaset S.p.A. is a joint stock company. Co.'s majority shareholder is Fininvest S.p.A. Mediaset is a multinational media group. Its core business is commercial television broadcasting in Italy and Spain. In Italy, Co. has two main areas of business: Integrated television operations and Network infrastructure services and management. In Spain, Co. is the main shareholder of Mediaset Espana, a Spanish commercial television broadcaster with two main general interest channels (Telecinco and Cuatro) and a range of six free-to-air thematic channels.

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

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch