Atresmedia

Atresmedia Corporacion De Medios De Comunicacion is a television and radio broadcasting company based in Spain. Co. is engaged in the indirect management of television and radio services, which include the broadcasting, creation, production and distribution of television and radio programming, and the sale of advertising time. Group companies mainly carry on business activities relating to the production, copying and broadcasting of sounds and images, and TV and Internet home shopping. Co. provides National and World Digital Television Services. Co. is the parent company of Grupo Antena 3.
  • TickerA3TV
  • ISINES0109427734
  • ExchangeMadrid Stock Exchange
  • SectorMedia
  • CountrySpain

Analysts

Research Department

IBERIAN DAILY 16 OCTOBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ATRESMEDIA, INMOBILIARIA COLONIAL, MEDIASET ESPAÑA, NATURGY. MARKETS YESTERDAY AND TODAY Euphoria on possible Brexit agreement European markets rose in view of the possibility of a Brexit agreement being reached in the upcoming European summit on 17-18 October, although a disorderly Brexit was never ruled out. In the Euro Stoxx there were widespread gains, led by Banks and Autos, whereas Utilities and Consumer Goods brought up the rear. On the macro side, in Germany the ZEW expectations index fell less than expected, but along with the current situation component it sugge...

Research Department

INFORME DIARIO 16 OCTUBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME. ESPAÑA: ATRESMEDIA, INMOBILIARIA COLONIAL, MEDIASET ESPAÑA, NATURGY, REPSOL. EUROPA: RESULTADOS ES50 3T’19 Euforia por un posible Brexit acordado Las bolsas apuntalaron las subidas ante las perspectivas de que se pueda alcanzar un acuerdo en torno al Brexit en la próxima cumbre europea del 17-18 de octubre, aunque un Brexit desordenado nunca llegó a descontarse. En el Euro STOXX subidas generalizadas lideradas por Bancos y Autos, mientras que Utilities y B. de Consumo se situaron a la cola. Por el lado macro en Alemania el índice ZEW de expectativas retr...

Andres Bolumburu

ATRESMEDIA: MENSAJES DEL DESAYUNO CON INVERSORES (ANÁLISIS BANCO SABADELL)

Adjuntamos los principales mensajes del desayuno con Inversores que hemos mantenido con el Management de la compañía:  Mercado publicitario: El mercado publicitario sigue flojo, esperan un 3T’19 que mantenga la misma tendencia vista durante la primera parte del año (recordamos que el mercado publicitario de TV cayó un -5,6% en 1S’19) y tampoco esperan algo diferente para 2019, por lo que apuntan a una caída entre el -5%/-6% para el año (vs -3%/-5% expectativas previas para 2019 y -1% BS(e) para 2019). Destacan que ha sido un año afectado negativamente por el efecto del Mundial de Fútbol y don...

Aurelien Sivignon ...
  • Hana Maalej
  • Jean-François Granjon
  • Jerôme Bodin
  • Louis Boujard, CFA
  • Philippe Ourpatian

ODDO BHF Small & MIDCAP MORNING NEWS - 09/27/2019

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Jerôme Bodin

ODDO : Q3 bodes to be more difficult than expected for European TV groups

>A challenging Q3, but significant differences depending on the country - This article provides an update on our Q3 advertising forecasts for European TV groups. This is a difficult exercise since the last few days of September (the most significant month of the quarter) might create some slippage. These are therefore initial estimates based on our sentiment of the market and discussions with various companies in the sector. Our general feeling is that market con...

Research Department

IBERIAN DAILY 16 OCTOBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ATRESMEDIA, INMOBILIARIA COLONIAL, MEDIASET ESPAÑA, NATURGY. MARKETS YESTERDAY AND TODAY Euphoria on possible Brexit agreement European markets rose in view of the possibility of a Brexit agreement being reached in the upcoming European summit on 17-18 October, although a disorderly Brexit was never ruled out. In the Euro Stoxx there were widespread gains, led by Banks and Autos, whereas Utilities and Consumer Goods brought up the rear. On the macro side, in Germany the ZEW expectations index fell less than expected, but along with the current situation component it sugge...

Research Department

INFORME DIARIO 16 OCTUBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME. ESPAÑA: ATRESMEDIA, INMOBILIARIA COLONIAL, MEDIASET ESPAÑA, NATURGY, REPSOL. EUROPA: RESULTADOS ES50 3T’19 Euforia por un posible Brexit acordado Las bolsas apuntalaron las subidas ante las perspectivas de que se pueda alcanzar un acuerdo en torno al Brexit en la próxima cumbre europea del 17-18 de octubre, aunque un Brexit desordenado nunca llegó a descontarse. En el Euro STOXX subidas generalizadas lideradas por Bancos y Autos, mientras que Utilities y B. de Consumo se situaron a la cola. Por el lado macro en Alemania el índice ZEW de expectativas retr...

Andres Bolumburu

ATRESMEDIA: MENSAJES DEL DESAYUNO CON INVERSORES (ANÁLISIS BANCO SABADELL)

Adjuntamos los principales mensajes del desayuno con Inversores que hemos mantenido con el Management de la compañía:  Mercado publicitario: El mercado publicitario sigue flojo, esperan un 3T’19 que mantenga la misma tendencia vista durante la primera parte del año (recordamos que el mercado publicitario de TV cayó un -5,6% en 1S’19) y tampoco esperan algo diferente para 2019, por lo que apuntan a una caída entre el -5%/-6% para el año (vs -3%/-5% expectativas previas para 2019 y -1% BS(e) para 2019). Destacan que ha sido un año afectado negativamente por el efecto del Mundial de Fútbol y don...

Jerôme Bodin

ODDO : Q3 bodes to be more difficult than expected for European TV groups

>A challenging Q3, but significant differences depending on the country - This article provides an update on our Q3 advertising forecasts for European TV groups. This is a difficult exercise since the last few days of September (the most significant month of the quarter) might create some slippage. These are therefore initial estimates based on our sentiment of the market and discussions with various companies in the sector. Our general feeling is that market con...

Jerôme Bodin

ODDO : Un T3 qui s’annonce plus difficile qu’attendu pour les TV européennes

>Un T3 difficile mais forte différence selon les pays - Nous faisons un point sur nos prévisions publicitaires pour le T3 pour les groupes de TV européens. L’exercice est difficile car les derniers jours de septembre (mois le plus important du trimestre) peuvent créer des décalages. Il s’agit donc de premières estimations sur la base de notre sentiment de marché et des échanges que nous avons eus avec les différentes sociétés du secteur. Notre sentiment général e...

Aurelien Sivignon ...
  • Hana Maalej
  • Jean-François Granjon
  • Jerôme Bodin
  • Louis Boujard, CFA
  • Philippe Ourpatian

ODDO BHF Small & MIDCAP MORNING NEWS - 09/27/2019

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Fehmi Ben Naamane ...
  • Harald Eggeling
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Olfa Taamallah
  • Oussema Denguir
  • Steven Gould
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/27/2019

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Aurelien Sivignon ...
  • Hana Maalej
  • Jean-François Granjon
  • Jerôme Bodin
  • Louis Boujard, CFA
  • Philippe Ourpatian

ODDO BHF Small & MIDCAP MORNING NEWS - 27/09/2019

...

Fehmi Ben Naamane ...
  • Harald Eggeling
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Olfa Taamallah
  • Oussema Denguir
  • Steven Gould
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 27/09/2019

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Anis Zgaya ...
  • Aurelien Sivignon
  • Christophe Chaput
  • Florent Laroche-Joubert
  • Geoffroy Michalet
  • Jeremy Garnier
  • Jerôme Bodin
  • Khaled Ben Amor
  • Martial Descoutures
  • Nicolas Thorez
  • Pierre Corby

ODDO BHF Small & MIDCAP MORNING NEWS - 07/03/2019

After a break in 2018, the outlook for renewed dividend growth is underpinned by: 1/ strong solvency (CET1 = 21.9%) with capital generation set to outpace growth in RWA; and 2/ the expected recovery in earnings thanks to reduced margin pressures. Our target price of € 32.4 is derived from a DDM and the minimal (10%) probability of success for the legal action regarding the CCI. - ...

Thanks to a better fundamental star rating, ARTESMEDIA CORP SA sees an upgrade to Neutral

The independent financial analyst theScreener just awarded an improved star rating to ARTESMEDIA CORP SA (ES), active in the Broadcasting & Entertainment industry. As regards its fundamental valuation, the title receives an improved star rating and now shows 4 out of 4 possible stars. With regard to its market behaviour, it remains unchanged and can be qualified as risky. theScreener considers that these elements allow slightly upgrading its rating to Neutral. As of the analysis date September 24, 2019, the closing price was EUR 3.71 and its expected value was estimated at EUR 3.63.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

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