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By Brian Wieser July 19, 2017

FOXA, CBS, DISCA, TWX, VIAB, DIS: Focus on M&A -- Pivotal Research

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In this note we are slightly modifying our financial models for video-centric media companies under our coverage. Weak fundamentals are likely to be overshadowed by a focus among investors around M&A in light of reports about Scripps discussions to combine with either of Viacom or Discovery. Price targets and recommendations are unchanged, with a Buy rating on 21st Century Fox, Hold ratings on CBS, Discovery, Time Warner and Viacom and a Sell rating on Disney.

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Brian Wieser

Brian Wieser is a Senior Analyst at Pivotal Research Group, where he covers securities which are impacted by the advertising economy, including Facebook, Google, Yahoo, Interpublic, Omnicom, WPP, Publicis, Nielsen, CBS, Viacom and Discovery Communications.... read more

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