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MFE-Mediaforeurope
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Integrated Media Efforts Will Unify Italy And Spain Markets
Key Takeaways Integration of traditional and digital media in Italy and Spain drives revenue growth via cross-media campaigns and advertising market synergy. Focus on local content and content production enhances market share and net margins, while strong cash flow management enables debt reduction and strategic investments.
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€4.50
FV
11.1% undervalued
intrinsic discount
1.20%
Revenue growth p.a.
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2 days ago
author updated this narrative
MFE-Mediaforeurope
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Digital Disruption Will Weaken Traditional TV And Heighten Risks
Key Takeaways Accelerating audience migration to digital and intensifying global competition threaten MFE's core TV business and restrict opportunities for sustainable growth outside key markets. Heavy reliance on volatile domestic ad markets, rising content costs, and digital ad market fragmentation increase risks to profitability and long-term revenue stability.
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€2.90
FV
37.9% overvalued
intrinsic discount
0.90%
Revenue growth p.a.
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MFE-Mediaforeurope
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Digital Media Consumption And Data Targeting Will Expand pan-European Audiences
Key Takeaways Cross-media dominance and proprietary content position MFE to benefit from rising digital adoption and targeted advertising, outpacing peers in reach and margin expansion. Pan-European expansion and strong cash flow enable scale efficiencies, strategic acquisitions, and leadership in industry consolidation and technological investment.
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€5.20
FV
23.1% undervalued
intrinsic discount
1.39%
Revenue growth p.a.
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Fiera Milano
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expansion Into Brazil And Saudi Arabia Will Capture New Audiences In 2025
Key Takeaways Strategic expansion into new markets and successful event launches are expected to drive significant revenue and earnings growth. Focus on sustainability and ESG improvements may enhance market position and attract environmentally-conscious clients and investors.
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€6.03
FV
7.8% overvalued
intrinsic discount
12.83%
Revenue growth p.a.
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23 days ago
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