Media sector monthly seasonality analysis

The 2013 edition of the Almanac looks at the historic monthly performance of the FTSE 350 sectors. Here we look at the Media sector.

The following chart plots the average out-performance of the FTSE 350 Media sector over the FTSE 100 Index by month since 1999. For example, since 1999 on average the Media sector has out-performed the FTSE 100 Index by 3.0 percentage points in January.

Observations:

  1. The strongest months have been January and November – the sector has under-performed the market only three times in November in the last 14 years.
  2. The weakest month has been September – the sector has out-performed the market only three times in September in the last 14 years.

The 13 stocks in the FTSE 350 Media sector [NMX5550] are-

Aegis Group [AGS] Pearson [PSON]
British Sky Broadcasting Group [BSY] Perform Group  [PER]
Euromoney Institutional Investor [ERM] Reed Elsevier [REL]
Informa [INF] Rightmove [RMV]
ITE Group [ITE] UBM [UBM]
ITV [ITV] WPP Group [WPP]
Moneysupermarket.com Group [MONY]
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