Schibsted Media Group
SCH
pitch
long
Luke Tashie
Thesis
Schibsted Media Group is undervalued due to a significant monetization gap between its Scandinavian properties and its other sites. The company's core classified properties in Norway, Sweden, France, Spain, and Italy are estimated to be worth significantly more than its current valuation, with potential for substantial EBITDA growth as they drive monetization. The recent joint venture with Naspers is expected to enhance competitive positions in key markets, further supporting growth.
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