Report
Jerôme Bodin

ODDO : Agences de publicité : les T3 devraient être rassurants

>Point sur nos attentes avant la publication de Publicis demain - Nous faisons un point sur nos attentes sur les agences de publicité pour le T3 juste avant la publication de Publicis (demain). Nous tablons sur une baisse organique moyenne de 9% pour les 3 acteurs que nous couvrons dont -7% pour Publicis qui devrait être le meilleur performeur. Nous tablons sur -9,2% pour WPP et -11% pour Havas. Publicis sera la 1ère agence à publier sa MB demain suivi de Vivendi/Hava...
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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