In this edition of our biannual sector review, we summarise the manner in which recent results, trading statements and M&A activity have influenced our forecasts and recommendations. Most updates have met expectations/ provided reassurance on full-year prospects; however, recent share price performance has been disappointing and in many cases, primarily influenced by macro factors. We see value across a range of stocks (our top five positive picks are WPP, ITV, UBM, ITE and Quarto Group*)
04 Sep 2015
Media - The story so far
Centaur Media plc (CAU:LON), 51.0 | Informa Plc (INF:LON), 785 | ITV PLC (ITV:LON), 69.6 | Moneysupermarket.com Group plc (MONY:LON), 212 | Next 15 Group plc (NFG:LON), 893 | Pearson PLC (PSON:LON), 994 | UBM Development AG (UBS:WBO), 0 | Wilmington plc (WIL:LON), 356 | WPP Plc (WPP:LON), 777 | Rightmove plc (RMV:LON), 507
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Media - The story so far
Centaur Media plc (CAU:LON), 51.0 | Informa Plc (INF:LON), 785 | ITV PLC (ITV:LON), 69.6 | Moneysupermarket.com Group plc (MONY:LON), 212 | Next 15 Group plc (NFG:LON), 893 | Pearson PLC (PSON:LON), 994 | UBM Development AG (UBS:WBO), 0 | Wilmington plc (WIL:LON), 356 | WPP Plc (WPP:LON), 777 | Rightmove plc (RMV:LON), 507
- Published:
04 Sep 2015 -
Author:
Roddy Davidson -
Pages:
68
In this edition of our biannual sector review, we summarise the manner in which recent results, trading statements and M&A activity have influenced our forecasts and recommendations. Most updates have met expectations/ provided reassurance on full-year prospects; however, recent share price performance has been disappointing and in many cases, primarily influenced by macro factors. We see value across a range of stocks (our top five positive picks are WPP, ITV, UBM, ITE and Quarto Group*)