Report
Jerôme Bodin

ODDO : L’IA est puissante mais pas émotive : c’est ce qui préservera les agences

>Pas de changement structurel et donc pas de pression sur les valorisations des agences - Nous revenons ici sur nos réflexions autour de l’IA et le risque pour le secteur des médias et particulièrement celui des agences (pour plus de détails voir notre étude du 19/04). Une partie du consensus estime que les agences de publicité sont particulièrement à risque face au développement de l’IA. Nous estimons à l’inverse qu’il est le plus protégé. Pourquoi ? Car la valeur aj...
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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