Report
Jerôme Bodin

ODDO : 2024 : 4 principales thématiques pour les agences - Dégradation de WPP à Neutre (comme Publicis)

>Une année 2024 en forme de plateau ? - Nous faisons un point sur nos attentes pour Publicis et WPP en 2024 ainsi que sur les 4 sujets clefs que nous identifions. A ce stade nous estimons une année correcte pour le marché des agences, mais qui devrait être un plateau, avec une croissance faible et des marges stables. La consolidation pourrait être un catalyseur selon les conditions de marché. Nous tablons ainsi tout d’abord sur une croissance organique positive pour ...
Underlyings
Publicis Groupe SA

Publicis is holding company. Through its subsidiaries, Co. is engaged in marketing, communication and digital transformation. Co. designs a customized package of services to meet each client's particular needs through a holistic and global approach. In addition, Co. provides financial markets with information concerning the relative size of each of the different business sectors for the sole purpose of allowing sector comparisons. Co.'s principal activities comprise four main categories: Digital, Advertising, Specialized Agencies and Marketing Services (SAMS) and Media.

WPP Plc

WPP is a holding company. Through its subsidiaries, Co. is a communications services organization providing national and multinational clients a range of communications services. Co. is organized into four operating segments: Advertising and Media Investment Management; Data Investment Management; Public Relations and Public Affairs; and Branding and Identity, Healthcare and Specialist Communications. This last reportable segment includes WPP Digital and direct, digital, promotional & relationship marketing.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Jerôme Bodin

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