ProSiebenSat.1 Media SE : Qu’attendre du S1 ? Vers une stabilisation de l’environnement publicitaire ?
>Opinion Surperformance réitérée - Nous faisons un point sur nos attentes du S1 pour Pro7Sat1. Nous tablons sur une baisse de 8% de l’activité publicitaire en zone germanique au T2 (vs -12% au T1) mais une stabilisation à partir de juin. Nos attentes annuelles sont inchangées. Nous estimons que le titre est particulièrement attractif avec plusieurs catalyseurs : rebond publicitaire à partir du S2, économies de coûts non intégrées par le consensus et stratégie avec un...ProSiebenSat.1 Media is a holding company engaged as a media corporations in Europe, with TV stations in Germany, Austria and Switzerland. Co.'s core business consists of free TV financed by advertising. Co. also owns an international production network along with digital and ventures portfolio. In addition, Co. is engaged as online seller of video content on the internet. Also, Co. is involved in the online games business and operates an e-commerce portfolio. Through its Red Arrow Entertainment Group, Co. produces international TV programs and sells them to TV stations worldwide. Co. has three segments: Broadcasting German-speaking, Digital & Adjacent and Content Production & Global Sales.
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.
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