Ströer

Analysts at Berenberg reiterate their buy recommendation for Ströer and set a €52 price target, citing two tailwinds: an emerging improvement in the German economy and a planned reform of private pensions that is expected to boost the financial sector’s advertising spending. Operationally, digital out-of-home advertising is growing particularly strongly; in the first half of the year OOH revenue rose 8% and digital OOH by 18.5%, while adjusted segment EBITDA increased by just over 10%. Based on analysts’ estimates, the stock appears attractively valued for 2027 with a P/E of around 10 and offers upside potential, especially as takeover rumors around roughly €45 per share are circulating. » Altro su finanzen.net

In the regular index review, the Dax remains unchanged. In the MDax, advertising company Ströer will replace HUGO BOSS from Monday; HUGO BOSS will be moved to the SDax. The planned takeover by Frasers Group had failed, but the Britons want to increase their roughly 48 percent stake to over 50 percent. » Altro su finanzen.net

Financial investors reportedly in talks to acquire Ströer or its core outdoor advertising business for around €2.5 billion, or roughly €45 per share, which would represent a premium of just over 20% compared with the current price of about €37. At the same time the operating environment is recovering: the German outdoor advertising market grew by 5.9% in the first half of 2026, and programmatic DOOH campaigns in the DACH region recorded more than 130% more campaigns and impressions from January to July, with Ströer among the largest recipients of the advertising spend. The stock looks attractive as a value case, trading after the weak period at a 2026 P/E of around 12 and able to benefit from both a takeover and stronger operational growth. » Altro su finanzen.net