Global Media Potentially Undervalued Companies

Arnoldo Mondadori Editore

Market Cap: €542.1m

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

Yalla Group

Market Cap: US$850.2m

Operates a social networking and gaming platform in the Middle East and North Africa region.

NetEase

Market Cap: €640.7b

Engages in online games, music streaming, online intelligent learning services, and internet content services businesses in China and internationally.

Innocean Worldwide

Market Cap: ₩754.0b

Provides marketing and communications services in the Americas, Europe, Asia, Oceania, the Middle East, and internationally.

China South Publishing & Media Group

Market Cap: CN¥18.4b

Engages in the publishing, printing, distribution, media, and financing businesses in China.

4imprint Group

Market Cap: UK£1.1b

Operates as a direct marketer of promotional products in North America, the United Kingdom, and Ireland.

Karnov Group

Market Cap: SEK 7.0b

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

Deezer

Market Cap: €130.0m

Provides music, lossless HiFi audio, and industry-defining features on a scalable platform in France, Germany, the United Kingdom, Brazil, the United States, and internationally.

Hacksaw

Market Cap: €23.0b

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

Tencent Holdings

Market Cap: US$3.9t

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

Weibo

Market Cap: €1.8b

Through its subsidiaries, operates as a social media platform for people to create, discover, and distribute content in the People’s Republic of China.

Sun TV Network

Market Cap: ₹203.1b

Engages in producing and broadcasting satellite television and radio software programming in the regional languages.

Nippon Television Holdings

Market Cap: JP¥707.6b

Operates as a media and content company in Japan.

Kingnet Network

Market Cap: CN¥35.9b

Engages in the development, operation, and distribution of mobile and operations in China and internationally.

Tencent Holdings

Market Cap: HK$3.9t

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

Publicis Groupe

Market Cap: €21.3b

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

Hacksaw

Market Cap: SEK 23.0b

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

Springer Nature KGaA

Market Cap: €3.7b

Engages in the publishing business in Germany, the United Kingdom, the United States, and internationally.

Yalla Group

Market Cap: €832.0m

Operates a social networking and gaming platform in the Middle East and North Africa region.

Modern Times Group MTG

Market Cap: SEK 14.8b

Through its subsidiaries, engages in the provision of game franchises in Sweden, the United Kingdom, Germany, rest of Europe, Singapore, India, the United States, and New Zealand.

MFE-Mediaforeurope

Market Cap: €2.2b

Operates in the television industry in Italy and Spain.

Publicis Groupe

Market Cap: €21.1b

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

4imprint Group

Market Cap: UK£1.1b

Operates as a direct marketer of promotional products in North America, the United Kingdom, and Ireland.

ContentreeJoongAng

Market Cap: ₩33.3b

Operates as an entertainment and media company in South Korea and internationally.

NEOWIZ

Market Cap: ₩352.8b

Develops and publishes games for PCs and mobiles in South Korea.

Tencent Holdings

Market Cap: HK$3.9t

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

Tencent Holdings

Market Cap: HK$3.9t

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

Hello Group

Market Cap: €867.3m

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

Next 15 Group

Market Cap: UK£264.7m

Engages in the data, technology, and activation businesses in the United Kingdom, the United States, Europe, the Middle East, Africa, and the Asia Pacific.

Promotora de Informaciones

Market Cap: €406.5m

Engages in the exploitation of media in Spain and internationally.

Nippon Television Holdings

Market Cap: €709.9b

Operates as a media and content company in Japan.

Hello Group

Market Cap: US$880.6m

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

GameSquare Holdings

Market Cap: US$34.9m

Operates as a media, entertainment, and technology company.

Publicis Groupe

Market Cap: €21.1b

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

Bumble

Market Cap: US$495.1m

Provides online dating and social networking applications in North America, Europe, internationally.

Gambling.com Group

Market Cap: US$70.8m

Provides marketing and sports data services for the gambling industry in North America, the United Kingdom, Ireland, rest of Europe, and internationally.