Report
Jerôme Bodin

Publicis : Feedback from Paris road show with CEO and CFO

>Buy rating reiterated - We organised a roadshow with Publicis in Paris with Arthur Sadoun (CEO) and Jean-Michel Etienne (CFO). Management confirmed a cautious message on Q4 due to poor visibility and current uncertainty. For now, we are more optimistic (-4.6% in Q4) with regard to our market analysis. Management confirmed that it would continue its strategy of a global offer by country, based on an integrated offering with Epsilon and Sapient. Beyond the short term, ...
Underlying
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.

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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