Report
Jerôme Bodin

Publicis : Solidité du modèle et léger ralentissement probable au S2

>Opinion Neutre réitérée - Publicis a tenu hier sa conférence téléphonique suite à la publication de ses résultats du T2 2023. Le groupe a confirmé attendre une croissance organique de 3% pour le S2. Le point important est la résilience de la marge, malgré une poursuite de la hausse des recrutements (forte modération salariale liée à l’offshore). Le dollar va peser sur la marge au S2 (probablement entre 20 et 30 pb). Il nous semble probable que la marge ressorte un p...
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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