ProSiebenSat.1 Media SE

ProSiebenSat.1 Media is a holding company engaged as a media corporations in Europe, with TV stations in Germany, Austria and Switzerland. Co.'s core business consists of free TV financed by advertising. Co. also owns an international production network along with digital and ventures portfolio. In addition, Co. is engaged as online seller of video content on the internet. Also, Co. is involved in the online games business and operates an e-commerce portfolio. Through its Red Arrow Entertainment Group, Co. produces international TV programs and sells them to TV stations worldwide. Co. has three segments: Broadcasting German-speaking, Digital & Adjacent and Content Production & Global Sales.
  • TickerPSM777
  • ISINDE000PSM7770
  • SectorMedia
  • CountryGermany

Analysts

Alfred Glaser ...
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Geoffroy Michalet
  • Jean Sassus
  • Jerôme Bodin
  • Manuel Martin
  • Michael Foundoukidis
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Thomas Effler
  • Valentin Pernet
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/08/2019

An objective examination of the growth drivers of indices (macroeconomic growth expectations, EPS momentum, monetary conditions and the cost of capital) leads us to believe that the momentum observed since the start of the year cannot be maintained in the short term. In short, the market (Stoxx 600) is ahead of its transition times and should enter a fluctuation band that we estimate at between 355 and 384 points. Consequently, the most rational attitude consists in a total or partial...

Jerôme Bodin

ProSiebenSat.1 Media SE : A start of the year that remains difficult and ramp-up of investment

>Poor visibility and Neutral recommendation reiterated - Pro7Sat1 held its conference call yesterday following its 2018 results publication, which slightly exceeded expectations (EBITDA of € 1.013bn vs € 987m forecast) thanks to particularly tight control of costs. The group confirmed a challenging start to the year from an advertising standpoint with a decline in the month of March (we are forecasting -3% in Q1 vs -1% previously). Advertising visibility therefore rem...

Alfred Glaser ...
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Geoffroy Michalet
  • Jean Sassus
  • Jerôme Bodin
  • Manuel Martin
  • Michael Foundoukidis
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Thomas Effler
  • Valentin Pernet
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 08/03/2019

Un examen objectif des moteurs de progression des indices (anticipations de croissance macroéconomique, dynamique des BPA, évolution des conditions monétaires et coût du capital) nous amène à penser que la dynamique observée depuis le début de l’année ne peut se maintenir à court terme. Bref, le marché (Stoxx 600) est en avance sur ses temps de passage et devrait entrer dans une bande de fluctuation que nous estimons comprise entre 355 et 384 points. En conséquence, l’attitude la plus...

Jerôme Bodin

ProSiebenSat.1 Media SE : Un début d’année qui reste difficile et montée en puissance des investissements

>Visibilité faible et opinion Neutre réitérée - Pro7Sat1 a tenu hier sa conférence téléphonique suite à ses résultats 2018 ressortis légèrement supérieurs aux attentes (EBITDA de 1 013 M€ vs 987 M€ attendu) grâce à une très bonne tenue des coûts. Le groupe a confirmé un début d’année difficile d’un point de vue publicitaire avec un mois de mars en recul (nous attendons -3% au T1 vs -1% précédemment). La visibilité publicitaire reste donc très faible pour le moment ave...

Ahmed Ben Salem ...
  • Alain William
  • Anis Zgaya
  • Antoine Boivin-Champeaux
  • Christophe Chaput
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • Jerôme Bodin
  • Laurence Hofmann
  • Louis Boujard
  • Matthias Desmarais
  • Olfa Taamallah
  • Olivier Lebrun
  • Philippe Ourpatian
  • Pierre Tegner
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/01/2019

Unlike CEO pay, the average remuneration paid to the chairs of the boards of directors of the large cap companies covered by ODDO BHF increased by 4.9% between 2013 and 2017. The disparities between companies stem mainly from national contexts and widely differing perceptions of the role of the board chair depending on the countries, though for certain stocks the ownership structure and sector situation may have an influence. Cf. Report published last evening. - ...

Jerôme Bodin

ProSiebenSat.1 Media SE : A start of the year that remains difficult and ramp-up of investment

>Poor visibility and Neutral recommendation reiterated - Pro7Sat1 held its conference call yesterday following its 2018 results publication, which slightly exceeded expectations (EBITDA of € 1.013bn vs € 987m forecast) thanks to particularly tight control of costs. The group confirmed a challenging start to the year from an advertising standpoint with a decline in the month of March (we are forecasting -3% in Q1 vs -1% previously). Advertising visibility therefore rem...

Jerôme Bodin

ProSiebenSat.1 Media SE : Un début d’année qui reste difficile et montée en puissance des investissements

>Visibilité faible et opinion Neutre réitérée - Pro7Sat1 a tenu hier sa conférence téléphonique suite à ses résultats 2018 ressortis légèrement supérieurs aux attentes (EBITDA de 1 013 M€ vs 987 M€ attendu) grâce à une très bonne tenue des coûts. Le groupe a confirmé un début d’année difficile d’un point de vue publicitaire avec un mois de mars en recul (nous attendons -3% au T1 vs -1% précédemment). La visibilité publicitaire reste donc très faible pour le moment ave...

Jerôme Bodin

ODDO : TV in Spain, advertising market and cost base stable in 2019

>Sluggish advertising trend in January and February and improvement in March - Mediaset España and Atresmedia held conference calls yesterday following the publication of their Q4 results. The two groups confirmed that the advertising trend is likely to be slightly negative for 2019 with Q1 roughly stable. The first half should be lifted by the date on which Easter falls (in Q2). This amounts to a small sequential improvement after a fall of 0.8% in Q4. They also gave...

Jerôme Bodin

ODDO : TV en Espagne, marché publicitaire et base de coûts stable en 2019

>Tendance publicitaire poussive en janvier et février et amélioration en mars - Mediaset España et Atresmedia ont tenu hier leur conférence téléphonique suite à la publication de leur résultat T4. Les deux groupes ont confirmé une tendance publicitaire légèrement négative pour 2019 avec un T1 à peu près stable. Le semestre devrait être porté par la saisonnalité du week-end de Pâques (sur le T2). Ce qui constitue une petite amélioration séquentielle après une baisse de...

Alain William ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Delphine Brault
  • Emira Sagaama
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Pierre Tegner
  • Pierre Corby
  • Rémi Adam
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/20/2019

We feel that Bouygues’ stock-market performance reflects unwarranted negative sentiment: (i) prospects in construction overshadowed by an excessive response to the profit warning (€ 1.9bn in market cap wiped out for € 123m in one-offs); (ii) resilience in telecoms, with a growth driver in B2B; (iii) generous dividend from Alstom in the coming year (€ 6.5 per share); and (iv) a low in the TF1 share price. With a FCF yield of 9% and a dividend yield of 5.8%, it is a good deal and a rare...

1 director bought

A director at Prosiebensat.1 Media SE bought 2,000 shares at 17.758EUR and the significance rating of the trade was 54/100. 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...

Alfred Glaser ...
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Geoffroy Michalet
  • Jean Sassus
  • Jerôme Bodin
  • Manuel Martin
  • Michael Foundoukidis
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Thomas Effler
  • Valentin Pernet
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/08/2019

An objective examination of the growth drivers of indices (macroeconomic growth expectations, EPS momentum, monetary conditions and the cost of capital) leads us to believe that the momentum observed since the start of the year cannot be maintained in the short term. In short, the market (Stoxx 600) is ahead of its transition times and should enter a fluctuation band that we estimate at between 355 and 384 points. Consequently, the most rational attitude consists in a total or partial...

Alfred Glaser ...
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Geoffroy Michalet
  • Jean Sassus
  • Jerôme Bodin
  • Manuel Martin
  • Michael Foundoukidis
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Thomas Effler
  • Valentin Pernet
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 08/03/2019

Un examen objectif des moteurs de progression des indices (anticipations de croissance macroéconomique, dynamique des BPA, évolution des conditions monétaires et coût du capital) nous amène à penser que la dynamique observée depuis le début de l’année ne peut se maintenir à court terme. Bref, le marché (Stoxx 600) est en avance sur ses temps de passage et devrait entrer dans une bande de fluctuation que nous estimons comprise entre 355 et 384 points. En conséquence, l’attitude la plus...

Ahmed Ben Salem ...
  • Alain William
  • Anis Zgaya
  • Antoine Boivin-Champeaux
  • Christophe Chaput
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • Jerôme Bodin
  • Laurence Hofmann
  • Louis Boujard
  • Matthias Desmarais
  • Olfa Taamallah
  • Olivier Lebrun
  • Philippe Ourpatian
  • Pierre Tegner
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/01/2019

Unlike CEO pay, the average remuneration paid to the chairs of the boards of directors of the large cap companies covered by ODDO BHF increased by 4.9% between 2013 and 2017. The disparities between companies stem mainly from national contexts and widely differing perceptions of the role of the board chair depending on the countries, though for certain stocks the ownership structure and sector situation may have an influence. Cf. Report published last evening. - ...

Alain William ...
  • Baptiste Lebacq
  • Charles Lepetitpas
  • Christophe Chaput
  • Fatma Agnès Hamdani
  • Geoffroy Michalet
  • Hela Zarrouk
  • Jeremy Garnier
  • Jerôme Bodin
  • Martial Descoutures
  • Nicolas David
  • Nicolas Thorez
  • Olfa Taamallah
  • Olivier Lebrun
  • Oussema Denguir
  • Pierre Corby
  • Rémi Adam
  • Salma Bouraoui
  • Stephane Houri
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 03/01/2019

...

Alain William ...
  • Baptiste Lebacq
  • Charles Lepetitpas
  • Christophe Chaput
  • Fatma Agnès Hamdani
  • Geoffroy Michalet
  • Hela Zarrouk
  • Jeremy Garnier
  • Jerôme Bodin
  • Martial Descoutures
  • Nicolas David
  • Nicolas Thorez
  • Olfa Taamallah
  • Olivier Lebrun
  • Oussema Denguir
  • Pierre Corby
  • Rémi Adam
  • Salma Bouraoui
  • Stephane Houri
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 01/03/2019

...

Ng Adrian

Prosieben Sat.1 Media

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Ng Adrian

Prosieben Sat.1 Media

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Ng Adrian

Prosieben Sat.1 Media

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Ng Adrian

Prosieben Sat.1 Media

Ng Adrian

Prosieben Sat.1 Media

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Prosieben – Proxinvest Corporate Governance Rating ® : B

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Valérie GASTALDY

Medium term view - PROSIEBENSAT.1 MEDIA SE : The background trend is clearly bearish.

The background trend is clearly bearish. The movement goes on. The next target is at €20.31, then €16.90. Passing €28.53 would question the continuation of the fall.

Valérie GASTALDY

Short term view - PROSIEBENSAT.1 MEDIA SE : Falling prices.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at €21.32. The background trend would be questioned should prices rise above €24.22.

Valérie GASTALDY

Analyse court terme - PROSIEBENSAT.1 MEDIA SE : Les prix baissent.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 21,32 €. La tendance de fond serait remise en cause en cas de franchissement de 24,22 €.

Valérie GASTALDY

Analyse moyen terme - PROSIEBENSAT.1 MEDIA SE : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 20,31 €, puis 16,90 €. Le franchissement de 28,53 € remettrait en cause la suite de la baisse.

Thierry Huteau

Prosieben Sat1 – Trading Alert – 2017-10-05

Page 1:  Index  - Company- technical measures and spreads Theoretical exposure  Asset Manager - Trader  Commentary    Absolute and Relative charts Page 2-4-:  Indicator explanations Page 5 : Theoretical Exposure - Disclaimer         

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