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UMG : What would UMG be worth at a streaming price of € 15/month in 2027?
>Favourable price momentum: the main driver - We have looked at UMG’s valuation at a baseline streaming price of € 15/month within the next four years (vs € 11 currently) in “mature” countries. This prospect would imply a price increase of 50% over the period (i.e. a CAGR of 8.4% since 2022). If this scenario is confirmed we think it credible to anticipate a slowdown in volume growth (subscriber base) but not a decline. We therefore think that volumes could increase b...
Underlying
UNIVERSAL MUSIC GROUP NV
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.
Jerôme Bodin
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