Barclays' European Tactical Playbook identifies Canal+, CTS Eventim, and Informa as oversold media stocks with attractive valuation dislocations.
Canal+ is seen as undervalued despite strong growth prospects from its expanding African market presence.
CTS Eventim trades at historic lows but may see an earnings upgrade as early as Q2, offering upside.
Informa's resilient cash generation and improving operational clarity could trigger a re‑rating despite M&A and Middle‑East risk concerns.