Oddo BHF - ProSiebenSat.1 Media SE (PSM) ProSiebenSat.1 Media SE : Un T4 toujours en baisse sur la TV mais qui s’améliore séquentiellement

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Oddo BHF

Jerôme Bodin

ProSiebenSat.1 Media SE : Un T4 toujours en baisse sur la TV mais qui s’améliore séquentiellement

>Un T4 en amélioration vs le T3, les économies de coûts vont apparaitre en 2024 - Pro7Sat1 a publié ses résultats du T3 ressortis en ligne avec nos attentes avec un EBITDA de 110 M€ (consensus à 104 M€ et ODDO BHF à 110 M€). La tendance publicitaire est ressortie un peu plus difficile qu’attendu en Allemagne (-5% sur le T3). Le groupe a tenu une conférence téléphonique durant laquelle il a confirmé une tendance publicitaire toujours négative sur le T4 en TV mais qui s...

15/11/2023 1 FR

Underlying

ProSiebenSat.1 Media SE

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.

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DE000PSM7770 Germany

Provider

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.

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Analysts

Jerôme Bodin

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>Q3 12% better than expected: better revenues, solid margins - The group’s Q3 2024 results, reported this morning, beat expectations by around 13%. Revenues grew by 6.2% on constant currencies (consensus 0.6%). It indicated that volumes rose by around 6% (after 5% in Q2) while price increases made virtually no contribution to growth. While underlying demand remained in decline in the newbuild segment, the group benefited from a solid renovation market. The adjusted EB...

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Geberit AG : Un T3 2024 bien meilleur qu’attendu, la guidance, légèrement relevée, semble prudente

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>T3 2024 : une publication légèrement supérieure aux attentes - Knorr-Bremse a publié ce matin ses résultats T3 2024. Les prises de commandes sont proches des attentes (à 1.9 Md€, soit 1.02x de book-to-bill), avec le rail (RVS) qui affiche 12.9% de croissance organique et le truck (CVS) qui recule de 13.3% (book-to-bill à 0.9x).Le groupe a réalisé un chiffre d’affaires de 1 910 M€ (consensus à 1 936 M€), en hausse de 0.3% en organique (css à -0.5%) et une marge d...

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ProSiebenSat.1 Media SE : Un T4 toujours en baisse sur la TV mais qui s’améliore séquentiellement

ProSiebenSat Media SE: 1 director

ODDO BHF Small & MIDCAP MORNING NEWS - 09/08/2024

ODDO BHF Small & MIDCAP MORNING NEWS - 08/09/2024

Geberit AG : Q3 2024 much better than forecast, guidance, upped slightly, looks cautious

Geberit AG : Un T3 2024 bien meilleur qu’attendu, la guidance, légèrement relevée, semble prudente

Knorr-Bremse AG : Un T3 globalement solide, mais CVS affiche un recul plus fort que prévu

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