Oddo BHF - ProSiebenSat.1 Media SE (PSM) ProSiebenSat.1 Media SE : Une reprise progressive du marché publicitaire allemand, Pro7Sat1 est une valeur pour en profiter

Report

Oddo BHF

Jerôme Bodin

ProSiebenSat.1 Media SE : Une reprise progressive du marché publicitaire allemand, Pro7Sat1 est une valeur pour en profiter

>Opinion Surperformance réitérée sur la base des perspectives du marché publicitaire allemand - Nous faisons le point sur nos attentes pour Pro7Sat1 en milieu de T4. Nous confirmons notre vue que le point bas est passé au niveau publicitaire et que le T4 devrait être en légère croissance (+0,5%), avant un rebond plus marqué en 2024 (+1,8%). Il nous semble que le titre est intéressant pour profiter de la normalisation progressive de l’économie allemande et de son poss...

04/12/2023 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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ProSiebenSat.1 Media SE : Une reprise progressive du marché publicitaire allemand, Pro7Sat1 est une valeur pour en profiter

ODDO : Olympic Games and Euro 2024: a limited economic impact but an opportunity nonetheless for several sectors – six stocks to favour ahead of the events

ODDO : Jeux Olympiques et Euro 2024 : un impact économique limité mais une opportunité sur de nombreux secteurs – 6 valeurs à privilégier en amont

ProSiebenSat Media SE: 2 directors

France: modest growth, fiscal stability at risk

France : un peu de croissance, pas de stabilité budgétaire

But : Nouvelle émission obligataire avec intégration de Conforama

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