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Summary
I gave a buy rating to Universal Music Group (OTCPK:UMGNF) (OTCPK:UNVGY) back in July last year, with my key thesis being that the business is set to enjoy robust demand
Universal Music Group: Reaffirm Buy Rating As Earnings Growth Profile Got Better
Summary
- Universal Music Group is set to sustain high-single-digit growth, driven by robust demand in the music industry and competitive advantages.
- 1Q25 results showed 11.8% y/y revenue growth, with strong subscription trends and broad-based market performance, reinforcing my buy rating.
- The "Streaming 2.0" strategy aims to reshape streaming economics, potentially boosting UMGNF earnings through collaborative models and premium tier offerings.
I'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a discount to their intrinsic value and holding them for the long haul, allowing them to compound their earnings and shareholder returns.
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