Report
Jerôme Bodin

ODDO : Une publication T2 de nouveau à l’avantage de Publicis mais probablement sans surprise

>Une poursuite des tendances du T1 au T2 - Nous faisons un point sur nos attentes pour Publicis et WPP pour le T2 et le S1. Nous tablons sur une poursuite des tendances constatées au T1 à savoir un marché toujours « soft » et une nette surperformance de Publicis face à son comparable britannique. Ces publications devraient être sans grande surprise selon nous. Compte tenu du contexte toujours difficile, nous n’attendons pas de relèvement des attentes du consensus 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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