Professional
Added to YB: 2026-04-27
Pitch date: 2026-03-31
UMG.AS [bullish]
Universal Music Group N.V.
+5.83%
current return
Author Info
No bio for this author
Company Info
Universal Music Group N.V. operates as a music company worldwide. The company operates through Recorded Music, Music Publishing, and Merchandising & Other segments.
Market Cap
EUR 33.3B
Pitch Price
EUR 16.77
Price Target
N/A
Dividend
2.87%
EV/EBITDA
15.69
P/E
21.87
EV/Sales
2.89
Sector
Entertainment
Category
special_situation
Conventum - Alluvium Global Fund Added On Portfolio Holding: Universal Music Group N.V.
UMG.AS (added to position): Down 25.2% despite beating rev/earnings estimates + value-adding acquisition. Market fears AI-generated content threat, but mgmt sees opportunity. Major shareholder uncertainty clouding outlook. Bought 50% more shares; now 6.9% of fund. Post-Q restructuring proposed by large holder.
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