Mediaset S.p.A. is a joint stock company. Co.'s majority shareholder is Fininvest S.p.A. Mediaset is a multinational media group. Its core business is commercial television broadcasting in Italy and Spain. In Italy, Co. has two main areas of business: Integrated television operations and Network infrastructure services and management. In Spain, Co. is the main shareholder of Mediaset Espana, a Spanish commercial television broadcaster with two main general interest channels (Telecinco and Cuatro) and a range of six free-to-air thematic channels.
  • TickerMS
  • ISINIT0001063210
  • SectorMedia
  • CountryItaly

Analysts

Ahmed Ben Salem ...
  • Jean-Baptiste Rouphael
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Pierre Corby
  • Stephane Houri
  • Sven Edelfelt
  • Team Pharma
  • Valentin Pernet
  • Veysel Taze
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/14/2018

...

Christophe Chaput ...
  • Hela Zarrouk
  • Jeremy Garnier
  • Jerôme Bodin
  • Laurence Hofmann
  • Michael Foundoukidis
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 12/14/2018

...

Ahmed Ben Salem ...
  • Jean-Baptiste Rouphael
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Pierre Corby
  • Stephane Houri
  • Sven Edelfelt
  • Team Pharma
  • Valentin Pernet
  • Veysel Taze
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 14/12/2018

...

Christophe Chaput ...
  • Hela Zarrouk
  • Jeremy Garnier
  • Jerôme Bodin
  • Laurence Hofmann
  • Michael Foundoukidis
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 14/12/2018

...

Jerôme Bodin

ODDO : “Yellow vests” episode set to be favourable for TF1 and M6

>A favourable episode for TV groups contrary to appearances - The share prices of TF1 and M6 have fallen sharply since the start of the social unrest in France (respectively -11 and -5% since the first demonstration). Admittedly the disturbances are not the sole cause of the decline (negative perception of the media sector), but they have clearly contributed to the pressure on share prices. We believe that this episode is, however, likely to be ultimately favourable t...

Jerôme Bodin

ODDO : “Yellow vests” episode set to be favourable for TF1 and M6

>A favourable episode for TV groups contrary to appearances - The share prices of TF1 and M6 have fallen sharply since the start of the social unrest in France (respectively -11 and -5% since the first demonstration). Admittedly the disturbances are not the sole cause of the decline (negative perception of the media sector), but they have clearly contributed to the pressure on share prices. We believe that this episode is, however, likely to be ultimately favourable t...

Jerôme Bodin

ODDO : Une séquence « gilets jaunes » positive pour TF1 et M6

>Contrairement aux apparences une séquence favorable aux TV - Les titres TF1 et M6 ont fortement baissé depuis le début du mouvement social en France (respectivement -11% et -5% depuis la première manifestation). Certes cette baisse n’est pas totalement liée à cette situation sociale (perception négative du secteur médias), mais cela a clairement entretenu la pression sur les cours. Nous estimons que cette séquence devrait toutefois finalement être favorable à TF1 et ...

Jerôme Bodin

M6 : Press reports allude to audiovisual tax reform with positive implications for TF1 and M6

>An initial step in tax reforms for the audiovisual sector? - According to French daily Le Parisien, the French Senate has voted in favour of scrapping several taxes weighing on French radio and TV. The public authorities had never mentioned this reform. The article does not provide details on the legislative timetable, but we have understood that the changes might take effect soon. Note that it has not been voted definitively and that visibility on the tax system is...

Jerôme Bodin

M6 : La presse évoque une réforme fiscale audiovisuelle positive pour TF1 et M6

>Une première réforme fiscale pour l’audiovisuel ? - Selon Le Parisien, le Sénat aurait voté la suppression de plusieurs taxes pesant sur les radios et télévisions françaises. Les pouvoirs publics n’avaient jamais évoqué cette réforme. L’article est imprécis sur le calendrier législatif, mais nous comprenons que ces changements pourraient entrer rapidement en application. Notons qu’elle n’est toutefois pas définitivement votée et que la visibilité fiscale est particul...

Jerôme Bodin

ODDO : Fall in TV consumption: is Netflix innocent?

>Netflix: the presumed gravedigger - This morning we look into the reasons for the fall in TV consumption in Europe (viewing time). To this end, we analyse the situation in two countries: France and Spain. In the last few months, viewing time has fallen sharply (-8% in France in September, for example). A consensus has rapidly emerged that Netflix and SVOD are the main drivers of this trend. The thinking is that European households are migrating massively and rapidly...

Two Directors bought 30,000,000 shares at 3.669EUR.

Two Directors at Mediaset Spa bought 30,000,000 shares at 3.669EUR. 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 years clearly showing Close periods where trading activity is restricted under listing rules. The name...

Ahmed Ben Salem ...
  • Jean-Baptiste Rouphael
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Pierre Corby
  • Stephane Houri
  • Sven Edelfelt
  • Team Pharma
  • Valentin Pernet
  • Veysel Taze
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/14/2018

...

Christophe Chaput ...
  • Hela Zarrouk
  • Jeremy Garnier
  • Jerôme Bodin
  • Laurence Hofmann
  • Michael Foundoukidis
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 12/14/2018

...

Ahmed Ben Salem ...
  • Jean-Baptiste Rouphael
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Pierre Corby
  • Stephane Houri
  • Sven Edelfelt
  • Team Pharma
  • Valentin Pernet
  • Veysel Taze
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 14/12/2018

...

Christophe Chaput ...
  • Hela Zarrouk
  • Jeremy Garnier
  • Jerôme Bodin
  • Laurence Hofmann
  • Michael Foundoukidis
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 14/12/2018

...

Ahmed Ben Salem ...
  • Benoit Valleaux
  • Bruno Cavalier
  • Igor Kim
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Matthias Desmarais
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/10/2018

...

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MarketLine Department

Mediaset S.p.A. - Strategy, SWOT and Corporate Finance Report

Synopsis Mediaset S.p.A. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Summary - Detailed information on Mediaset S.p.A. required for business and competitor intelligence needs - A study of the major internal and external factors affecting Mediaset S.p.A. in the form of a SWOT analysis - An in-depth view of the business model of Mediaset S.p.A. including a breakdown and exam...

Expert Corporate Governance Service (ECGS)

Etude de l'AG du 28/06/2017

In item 2, shareholders are called to an advisory vote on the Company's remuneration policy. The Company has improved the quality of disclosure and we welcome the elimination of discretionary bonuses. Extraordinary bonuses are still allowed, but only in the connection with significant M&A transactions, and according to the Company's policy extraordinary bonuses may not exceed the maximum amount of the annual bonus. The variable remuneration is reasonable: the annual cash bonus is capped at 23% of the CEO's remuneration and the long-term performance share plan is capped at 36%. Taking into acco...

Louis AZAIS

Short term view - MEDIASET : The moving average is supporting prices.

Peaks and troughs are not clearly tilted, the trend is neutral. Prices are consolidating.Arguments :- The moving average is supporting prices.

Louis AZAIS

Analyse court terme - MEDIASET : La moyenne mobile sert de support.

Les sommets et les creux ne sont pas particulièrement inclinés, la tendance est neutre. Les cours consolident.Arguments :- La moyenne mobile sert de support.

Louis AZAIS

Short term view - MEDIASET : The descending resistance has been breached.

The previous high has been passed, the bullish trend is confirmed. The next target is at €3.500. The invalidation level is below €3.181.Arguments :- The descending resistance has been breached.- Prices are breaking above the moving average, it is a sign of strength.- The bullish gap opened as prices break out of the pattern announces a rally.

Louis AZAIS

Analyse court terme - MEDIASET : La résistance descendante est dépassée.

Le précédent sommet vient d'être franchi, ceci confirme la tendance haussière. Le prochain objectif est à 3,500 €. Le niveau d'invalidation est sous 3,181 €.Arguments :- La résistance descendante est dépassée.- Les prix dépassent la moyenne mobile, c'est un signal de force.- Le gap haussier ouvert en sortie de figure annonce la hausse.

Louis AZAIS

Short term view - MEDIASET : The descending resistance is close.

The trend remains neutral. Prices will have to break below the peak at €2.810 for the trend to be negative again with an invalidation level above €3.181.Arguments :- The descending resistance is close.

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