RTL Group S.A.

RTL Group is a holding company. Co. through its subsidiaries is engaged in the operation of television and radio broadcasting services, television content production and distribution. Co. has interests in 40 television channels and 33 radio stations in 11 countries. Co. is involved in television content production, such as talent and game shows, drama and daily soap operas, through its subsidiary, FremantleMedia. Co. also provides services in the digital entertainment environment, including online games, community and dating services, as well as user-generated content exchange platforms.
  • TickerRTLL
  • ISINLU0061462528
  • ExchangeLuxembourg Stock Exchange
  • SectorMedia
  • CountryLuxembourg

Analysts

Ahmed Ben Salem ...
  • Alfred Glaser
  • Anis Zgaya
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Harald Eggeling
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Louis Boujard, CFA
  • Manuel Martin, CEFA,CREA
  • Matthias Desmarais
  • Philippe Ourpatian
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/11/2019

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Harald Eggeling
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Manuel Martin, CEFA,CREA
  • Matthias Desmarais
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/06/2019

...

Jerôme Bodin

RTL Group : Unsurprising Q3 2019 revenues, 2019 guidance confirmed

>Not much detail by country but Q3 in line with expectations - RTL Group's Q3 2019 revenues, reported this morning, came in slightly lower than our expectations (€ 4.595bn vs € 4.607bn expected). This figure is therefore largely as expected, and the trends from the start of the year are confirmed, probably with a slight decline in activity in Germany. We had already forecast a slowdown in growth for Fremantle in Q3. Our estimates are thus unchanged following this rel...

Jerôme Bodin

RTL Group : CA T3 2019 sans surprise et guidances 2019 confirmées

>Peu de détails par pays mais T3 conforme aux attentes - RTL Group a publié ce matin un CA du T3 légèrement en dessous de nos attentes (4 595 M€ vs 4 607 M€ attendu). Ce CA est donc globalement sans surprise, les tendances du début d’année sont confirmées avec probablement une légère baisse de l’activité en Allemagne. Nous tablions par ailleurs déjà sur un ralentissement de la croissance de Fremantle au T3. Nos estimations sont donc inchangées suite à cette publicati...

Alan Vandenberghe ...
  • Bart Cuypers
  • Guy Sips
  • Jan Opdecam
  • Jason Kalamboussis
  • Ruben Devos
  • Sandra Cauwenberghs
  • Wim Hoste

Morning Note: AGFB BB, AD NA, BALTA BB, BOTHE BB, HEIJM NA, MONT BB, NN NA, ONTEX BB, RTL BB, SMAR BB

Agfa: New € 4.8 TP as we updated our SOTP Ahold Delhaize: Solid 3Q19, beat on sales and margins Balta: 3Q below expectations, FY guidance kept Bone Therapeutics: 3Q19 – preparing for the launch of 2 trials in 2020 Heijmans: € 50m provisional contract for Schiphol Montea: 3Q19 results: high l-f-l rental growth NN Group: CRO departure weakens mgt team: downgrade Ontex: In line 3Q19 and guidance confirmed RTL Group: 9M19 trading update in line, digital well on track Smartphoto group: Doubling its production capacity in Wetteren

Ahmed Ben Salem ...
  • Alfred Glaser
  • Anis Zgaya
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Harald Eggeling
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Louis Boujard, CFA
  • Manuel Martin, CEFA,CREA
  • Matthias Desmarais
  • Philippe Ourpatian
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/11/2019

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Harald Eggeling
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Manuel Martin, CEFA,CREA
  • Matthias Desmarais
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/06/2019

...

Jerôme Bodin

RTL Group : Unsurprising Q3 2019 revenues, 2019 guidance confirmed

>Not much detail by country but Q3 in line with expectations - RTL Group's Q3 2019 revenues, reported this morning, came in slightly lower than our expectations (€ 4.595bn vs € 4.607bn expected). This figure is therefore largely as expected, and the trends from the start of the year are confirmed, probably with a slight decline in activity in Germany. We had already forecast a slowdown in growth for Fremantle in Q3. Our estimates are thus unchanged following this rel...

Jerôme Bodin

RTL Group : CA T3 2019 sans surprise et guidances 2019 confirmées

>Peu de détails par pays mais T3 conforme aux attentes - RTL Group a publié ce matin un CA du T3 légèrement en dessous de nos attentes (4 595 M€ vs 4 607 M€ attendu). Ce CA est donc globalement sans surprise, les tendances du début d’année sont confirmées avec probablement une légère baisse de l’activité en Allemagne. Nous tablions par ailleurs déjà sur un ralentissement de la croissance de Fremantle au T3. Nos estimations sont donc inchangées suite à cette publicati...

Alan Vandenberghe ...
  • Bart Cuypers
  • Guy Sips
  • Jan Opdecam
  • Jason Kalamboussis
  • Ruben Devos
  • Sandra Cauwenberghs
  • Wim Hoste

Morning Note: AGFB BB, AD NA, BALTA BB, BOTHE BB, HEIJM NA, MONT BB, NN NA, ONTEX BB, RTL BB, SMAR BB

Agfa: New € 4.8 TP as we updated our SOTP Ahold Delhaize: Solid 3Q19, beat on sales and margins Balta: 3Q below expectations, FY guidance kept Bone Therapeutics: 3Q19 – preparing for the launch of 2 trials in 2020 Heijmans: € 50m provisional contract for Schiphol Montea: 3Q19 results: high l-f-l rental growth NN Group: CRO departure weakens mgt team: downgrade Ontex: In line 3Q19 and guidance confirmed RTL Group: 9M19 trading update in line, digital well on track Smartphoto group: Doubling its production capacity in Wetteren

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

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

...

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 – DETAILED COMMENTS 09/27/2019

...

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

...

Christophe-Raphaël Ganet ...
  • Geoffroy Michalet
  • Jean Sassus
  • Jerôme Bodin
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 08/29/2019

...

RTL GROUP sees a downgrade to Slightly Negative on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of RTL GROUP (BE), active in the Broadcasting & Entertainment industry. As regards its fundamental valuation, the title now shows 3 out of 4 stars while market behaviour can be considered risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date October 4, 2019, the closing price was EUR 42.56 and its target price was estimated at EUR 37.91.

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...

RTL Group – Proxinvest Corporate Governance Rating ® : E

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...

Expert Corporate Governance Service (ECGS)

Proxy Report - 18/04/2018

It is proposed to elect a new member to the Board, Ms Lazaznick. She is considered independent and would therefore increase both the independence rate and gender diversity rates of the Board. Hence, we support this election (Item 5.1). It is also proposed to re-elect all board members. Only 3 board members (including Ms Zalaznick) are considered independent (i.e 23.1% of independence rate). Hence, we do not support most of the re-elections proposed. We note our renewed concern with the absence of a vote on remuneration. While not required in Luxembourg, it is now European best practice. We r...

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