M6-Metropole Television: 1 director

A director at M6-Metropole Television bought 66,494 shares at 13.087EUR and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two ye...

ODDO BHF Small & MIDCAP MORNING NEWS – 02/18/2025

ODDO BHF Small & MIDCAP MORNING NEWS – 18/02/2025

M6 : And what if RTL Group acquired M6’s minority interests in 2025?

M6 : Et si RTL Group acquérait les minoritaires de M6 en 2025 ?

ODDO BHF Small & MIDCAP MORNING NEWS – 02/12/2025

ODDO BHF Small & MIDCAP MORNING NEWS – 12/02/2025

M6 : A tough Q4 for advertising, earnings below forecasts but the star...

M6 : T4 difficile sur la publicité, résultats sous les attentes mais l...

ODDO BHF Small & MIDCAP MORNING NEWS - 10/30/2024

The outcome of the US presidential election hangs in the balance, but the momentum seems to be with Donald Trump since the beginning of October: the candidate is now in the lead in six of the seven swing states, has just overtaken Kamala Harris in the national vote while 63% of punters are tipping him to win. We recap in the present note on the European stocks to play or avoid in the event of Donald Trump's victory and have also listed European stocks with a production base in the US,...

ODDO BHF Small & MIDCAP MORNING NEWS - 30/10/2024

Le scrutin présidentiel US reste incertain, mais le momentum semble être du côté de Donald Trump depuis début octobre : le candidat est désormais en tête dans 6 des 7 swing states, vient de dépasser Kamala Harris dans le vote national et est donné gagnant à 63% chez les parieurs. Nous rappelons les valeurs européennes à privilégier ou à éviter en cas de victoire de Donald Trump, et avons également listé les valeurs européennes ayant une base de production aux US, par nature moins expo...

M6 : A difficult advertising trend in Q3 and a decline in EBITA

>A difficult advertising trend in Q3 - Yesterday evening, M6 reported its Q3 2024 earnings which were below our forecasts with a -3.8% decline in advertising (vs our estimate of -1.5%). EBITA was € 37m, while we were expecting € 46m. The advertising trend was therefore somewhat difficult in Q3. The group was partly impacted by France Télévisions broadcasting the Olympic Games in France but also a demanding comparison base after +6.3% in Q3 2023. As a reminder, the gro...

M6 : Une tendance publicitaire difficile sur le T3 et EBITA en baisse

>Une tendance publicitaire difficile sur le T3 - M6 a publié hier soir ses résultats du T3 2024 ressortis inférieurs à nos attentes avec une croissance publicitaire de -3,8% (nous attendions -1,5%). L’EBITA s’élève à 37 M€ alors que nous tablions sur 46 M€. La tendance publicitaire a été donc assez difficile sur le T3. Le groupe a été en partie impacté par la diffusion des JO par France Télévisions mais aussi par les effets de bases assez difficiles après +6,3% sur le...

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/08/2024

The long financial duration that Cellnex enjoys implies high sensitivity of the valuation to discount rates. After a long challenging two-year period, we now see a more favourable economic environment ahead. Factors such as the potential for interest rate cuts and inflation nearing Cellnex’s sweet spot, coupled with a strong organic performance and newly implemented strategic measures—particularly deleveraging and further efficiencies on both Opex and Capex—create a positive backdrop....

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 08/10/2024

The long financial duration that Cellnex enjoys implies high sensitivity of the valuation to discount rates. After a long challenging two-year period, we now see a more favourable economic environment ahead. Factors such as the potential for interest rate cuts and inflation nearing Cellnex’s sweet spot, coupled with a strong organic performance and newly implemented strategic measures—particularly deleveraging and further efficiencies on both Opex and Capex—create a positive backdrop....

ODDO : What do we expect for Q3 from TF1 and M6?

>Advertising momentum somewhat lacklustre, but not collapsing - We provide an update on our Q3 expectations for TF1 and M6. We forecast a slightly more subdued advertising trend due to several factors: base effect, somewhat lacklustre demand and tough base effect (related to the rugby world cup in 2023). We therefore expect advertising growth of -1.5% for M6 and -3% for TF1 in Q3. Q4 could see a sequential improvement due to more favourable base effects; however, dem...

ODDO : Qu’attendons-nous du T3 de TF1 et M6 ?

>Un momentum publicitaire assez atone mais qui ne s’effondre pas - Nous faisons un point sur nos attentes T3 pour TF1 et M6. Nous tablons sur une tendance publicitaire « molle » en raison de plusieurs facteurs : effet de base, demande plutôt atone et effet de base difficile (lié à la Coupe du monde rugby en 2023). Nous tablons ainsi sur une croissance publicitaire de -1,5% pour M6 et de -3% pour TF1 au T3. Il est possible que le T4 soit en amélioration séquentielle c...