Category: Finance
JPMorgan has revised its outlook on the European Media sector, favoring domestic European value over U.S. exposure in the improving macro environment. Upgrades include ProSiebenSat1 Media and Mediaforeurope to 'overweight', with Vivendi being the best idea for the second half of the year. Downgrades include Publicis and Wolters Kluwer.
Keywords: JPMorgan, European Media sector, macro outlook, ProSiebenSat1 Media, Vivendi, Publicis, Wolters Kluwer
Update At: 7/12/2024