U.K. Media Potentially Undervalued Companies

Karnov Group

Market Cap: SEK 6.8b

Provides information and workflow solutions in Denmark, Sweden, Norway, France, Spain, and Portugal.

Promotora de Informaciones

Market Cap: €408.6m

Engages in the exploitation of media in Spain and internationally.

Tencent Holdings

Market Cap: HK$4.3t

An investment holding company, provides value-added services, marketing services, fintech, and business services in Mainland China and internationally.

Bastei Lübbe

Market Cap: €84.7m

A media company, publishes books, audio books, e-books, and related digital products in the genres of fiction and popular science content in European Union, Germany, Austria, Luxembourg, Czech Republic, and Switzerland.

Hello Group

Market Cap: US$886.5m

Provides mobile-based social and entertainment services in the People’s Republic of China and internationally.

Team Internet Group

Market Cap: UK£101.3m

Operates as an internet solutions provider.

ProSiebenSat.1 Media

Market Cap: €841.4m

Operates as a media company in Germany, Austria, Switzerland, the United States, and internationally.

Autotrader Group

Market Cap: UK£4.1b

Operates an automotive platform in the United Kingdom.

Lagardere

Market Cap: €2.6b

Engages in content publishing, production, and broadcasting of media, entertainment, and the distribution of products and services in France, the United Kingdom, the United States, Canada, Spain, Latin America, and internationally.

iQIYI

Market Cap: US$1.2b

Provides online entertainment video services in the People’s Republic of China.

Tencent Holdings

Market Cap: US$4.3t

An investment holding company, provides value-added services, marketing services, fintech, and business services in Mainland China and internationally.

WPP

Market Cap: UK£3.2b

A creative transformation company, provides communications, experience, commerce, and technology services in North America, the United Kingdom, Western Continental Europe, the Asia Pacific, Latin America, Africa, the Middle East, and Central and Eastern Europe.

MONY Group

Market Cap: UK£1.0b

Provides price comparison and lead generation services through its websites and applications in the United Kingdom.

MFE-Mediaforeurope

Market Cap: €2.0b

Operates in the television industry in Italy and Spain.

Canal+

Market Cap: UK£2.6b

Operates as a media and entertainment company in Europe, Africa, Asia, and internationally.

Reach

Market Cap: UK£140.6m

Operates as a commercial news publisher in the United Kingdom, the rest of Europe, and internationally.

Solocal Group

Market Cap: €150.5m

Provides digital services in France and internationally.

Publicis Groupe

Market Cap: €23.1b

Provides marketing, communications, and digital business transformation services in North America, Europe, the Asia Pacific, Latin America, Africa, and the Middle East, and internationally.

Rightmove

Market Cap: UK£3.4b

Operates property portal in the United Kingdom and internationally.

Ubisoft Entertainment

Market Cap: €766.1m

Produces, publishes, distributes, and operates video games for consoles, PC, smartphones, and tablets in physical and digital formats in Europe, North America, and internationally.

Ipsos

Market Cap: €1.5b

Through its subsidiaries, provides survey-based research services for companies and institutions in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.

Arnoldo Mondadori Editore

Market Cap: €546.0m

Engages in publishing of books and magazines in Italy, rest of Europe, the United States, internationally.

S4 Capital

Market Cap: UK£248.4m

Provides digital advertising, marketing, and technology services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Borussia Dortmund GmbH Kommanditgesellschaft auf Aktien

Market Cap: €333.3m

Engages in the football business in Germany.

Publicis Groupe

Market Cap: €23.1b

Provides marketing, communications, and digital business transformation services in North America, Europe, the Asia Pacific, Latin America, Africa, and the Middle East, and internationally.

MONY Group

Market Cap: UK£1.0b

Provides price comparison and lead generation services through its websites and applications in the United Kingdom.

Tencent Music Entertainment Group

Market Cap: US$14.9b

Operates online music entertainment platforms that provides music streaming, online karaoke, and live streaming services in the People’s Republic of China.

Snap

Market Cap: US$7.9b

Operates as a technology company in North America, Europe, and internationally.

Future

Market Cap: UK£270.6m

Future plc, together with its subsidiaries, publishes and distributes content for technology, gaming, sports, fashion, beauty, homes, wealth, and knowledge sectors in the United States and the United Kingdom.

Hacksaw

Market Cap: SEK 21.2b

Operates as a B2B technology platform and game development company in Sweden and Czech Republic.

HUYA

Market Cap: US$569.9m

Operates game live streaming platforms in the People’s Republic of China.

Hemnet Group

Market Cap: SEK 7.6b

Operates a residential property platform in Sweden.

ITV

Market Cap: UK£2.8b

A vertically integrated production, broadcasting, and streaming company, which creates, owns, and distributes content on various platforms worldwide.

Cairo Communication

Market Cap: €281.2m

Operates as a communication company in Italy and Spain.

Alphabet

Market Cap: US$4.4t

Offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America.

Corus Entertainment

Market Cap: CA$8.0m

A media and content company, operates specialty and conventional television networks, and radio stations in Canada and internationally.