Added to YB: 2026-01-09
Pitch date: 2026-01-08
MFEA.MI [bullish]
MFE-Mediaforeurope N.V.
-8.35%
current return
Author Info
Aurelion Research is a research analyst with a passion for markets, specializing in high‑conviction ideas across shipping, offshore drilling, and thematic equity research. Sign up for the newsletter.
Company Info
MFE-Mediaforeurope N.V. operates in the television industry in Italy and Spain. It is involved in the content production and third-party content acquisition; and content distribution for linear and non-linear, and free-to-air and pay-per-view television across various platforms and radio content.
Market Cap
EUR 2.2B
Pitch Price
EUR 3.93
Price Target
N/A
Dividend
6.02%
EV/EBITDA
8.02
P/E
N/A
EV/Sales
1.01
Sector
Media
Category
value
Actionable Idea #2: MFE
MFEA.MI: Leading EU free-to-air broadcaster (70% Italy rev pre-ProSieben) trading at cautious valuation despite stable ad market. 92% ad rev = high operating leverage. German/Italy/Spain linear TV ad spend stable last decade, up post-2020. JPM DCF $5.40/share. Upside if modest ad recovery vs weak consensus. Risks: macro weakness, digital platform competition, ProSieben integration delays.
Read full article (4 min)