Report
Jerôme Bodin

TF1 : Nos attentes sont inchangées : un peu plus de coûts mais marché plus dynamique que prévu

>Opinion surperformance réitérée - TF1 a tenu hier sa conférence téléphonique suite à la publication de ses résultats S1 (ressortis en ligne avec notre attente). Nos attentes 2021 sont à peu près inchangées. Le groupe a investi nettement plus que prévu au T2 (hausse des investissements en fictions françaises) mais ce qui ne devrait pas se reproduire sur le S2. Nous avons donc relevé nos attentes de coûts de programmes mais parallèlement revu en hausse nos attentes pub...
Underlying
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

ResearchPool Subscriptions

Get the most out of your insights

Get in touch