Report
Jerôme Bodin

ODDO : Point sur la TV en France : pas de ralentissement à ce stade mais il viendra

>Un scénario publicitaire plus pour le marché publicitaire TV français mais pas d’effondrement - Comme nous le détaillons dans notre feedback de la conf TMT publié ce jour sur TF1, il nous semble probable que le marché publicitaire TV français soit plutôt correct au T1. En effet, les mois de janvier et février ont été plutôt bons (+2%e). Ce qui nous avait été confirmé par le management de M6 lors d’un roadshow que nous avions organisé le 27/02. Au regard de la sit...
Underlyings
Metropole Television SA

Co. is engaged in the media industry, primarily television edition & broadcasting. Co.'s operations can be divided into three segments. In the Free-to-Air segment, Co. operates a Free-to-Air terrestrial TV network, financed exclusively by advertising. In the Digital TV segment, Co. broadcasts many digital channels. In the Diversification & audiovisual rights segment, Co. purchases audiovisual rights. Co. is also engaged in distance-selling business, allows viewers to play an active role in the unfolding of programs proposed to them, develops mobile phone content; publishes a family of websites, organizes events & shows, & manages football Club des Girondins de Bordeaux.

Television Francaise 1 SA

Television Francaise 1 is a French general-interest television channel. Co. is an integrated communications group. Its activities cover the whole of the audiovisual industry: upstream in production, acquisition and sale of audiovisual rights and also in distribution of feature films to cinemas; downstream in sale of advertising space, and publishing and distribution of DVDs and music CDs. Co. is also engaged in home-shopping TV with Teleshopping, and pay-TV market. In addition, Co. produces multimedia content. Its activities can be divided into four sectors: Broadcasting France, Broadcasting International, Audiovisual Rights and Other Activities.

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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