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  • 04 Sep 2015

Media - The story so far


Centaur Media plc (CAU:LON), 33.0 | Informa Plc (INF:LON), 797 | ITV PLC (ITV:LON), 76.4 | Mony Group PLC (MONY:LON), 217 | Next 15 Group plc (NFG:LON), 290 | Pearson PLC (PSON:LON), 1,093 | UBM Development AG (UBS:WBO), 0 | Wilmington plc (WIL:LON), 348 | WPP Plc (WPP:LON), 549 | Rightmove plc (RMV:LON), 762

  • Stockdale Securities
    • Roddy Davidson

    • 68 pages


 

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*) ....


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Media - The story so far


Centaur Media plc (CAU:LON), 33.0 | Informa Plc (INF:LON), 797 | ITV PLC (ITV:LON), 76.4 | Mony Group PLC (MONY:LON), 217 | Next 15 Group plc (NFG:LON), 290 | Pearson PLC (PSON:LON), 1,093 | UBM Development AG (UBS:WBO), 0 | Wilmington plc (WIL:LON), 348 | WPP Plc (WPP:LON), 549 | Rightmove plc (RMV:LON), 762

  • Published: 04 Sep 2015
  • Author: Roddy Davidson
  • Pages: 68
  • Stockdale Securities


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*) ....



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