Report
Jerôme Bodin

ODDO : IPG acquiert Acxiom pour 2,3 Md$, read across pour WPP et Publicis ?

>Interpublic a annoncé hier l’acquisition de la filiale de données d’Acxiom (coté au Nasdaq) pour 2,3 Md$ - Cette acquisition est intéressante car elle est la première depuis les changements de politique de confidentialité de Facebook et la mise en place de la réglementation européenne GDPR. Elle confirme une vague de consolidation dans le domaine de la donnée. L’opération fait ressortir un multiple de 11,5x l’EBITDA (vs ~8x pour les agences), reflétant l’attractivité...
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 AUNZ

WPP AUNZ is a marketing content and communications services group. Co.'s principal activities encompass the advertising and diversified communications operations. Co. provides advertising and communications services for clients through various channels including television, radio, print, outdoor and electronic forms. Co. has two reportable segments: Advertising, Production and Media, which provides advertising services, television and print production services and media investments for Australia, New Zealand and other countries; and Diversified Communications, which covers the marketing communications services, providing clients a total solution to their marketing needs.

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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