ITV
🎬 ITV has a valuable content creation business (ITV Studios) that is not fully recognized by the market.
🚀 The company consistently creates successful programs, demonstrating its strength in content creation.
💰 ITV pays a solid dividend, adding to its appeal as an investment.
✅ The market is overlooking the value of ITV’s content business, presenting a potential investment opportunity.
@Academiadeinversion:
“ITV is an example of what seems to me that the issue of rhetoric is very strong in markets, and it is another example that we see a great disparity in price versus valuation. ITV, for people who do not know it, is a television company like A3 Media or TV1, all this type of televisions that we have here, or Mediaset. What people do not know about ITV, and that for us has a special value, is that ITV has a studio business, which is basically content creation. Creating original content is very important and content that people see. The thesis that everyone has with ITV is, who watches TV today? Who hasn’t seen Temptation Island or a clip of this guy running on the beach on social networks from Temptation Island? Temptation Island is an ITV program that reaches thousands, well, millions of people, either via television or via social networks. We are very surprised that a company that has consistently been creating programs of greater or lesser quality, but of success, does not have greater recognition in all that content issue because, in addition, the results are very consistent. They manage to pay a fairly solid dividend, and we believe that only the issue of content should be worth a great amount of the company.”
Watch the exact part of the video where Jorge talks about ITV PLC here:
View the video on YouTube.
Read more articles by the world’s top 100 analysts on ITV PLC (ITV) at the following link. ITV stock.
