Dentsu’s Q1 results indicate a slow start to the year, with organic net revenue down by 3.7%. However, prospects are improving, buoyed by new business wins and weighted to H2, which leave full year expectations (and our forecasts) unchanged. The One dentsu initiative, bringing together skill sets in consulting, technology, media and creative, is supporting improved pitch win rates, and giving greater coherence and consistency to the group product and service offering. We expect this to be a cent...
A director at Amazon Com Inc sold 5,264 shares at 190.000USD and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly ...
Moody's Ratings (Moody's) today affirmed Amazon.com, Inc.'s ("Amazon") senior unsecured ratings at A1 and its Prime-1 commercial paper ratings. The A1 senior unsecured rating at Whole Foods Market, Inc. is also affirmed. The outlooks are stable. The affirmations reflect Amazon's po...
In this first take following tonight’s results, we touch on: 1. $56B floor for 2024 capex is better than feared 2. Gen AI at AWS is a “multi-billion dollar business” 3. Retail margin expansion continues, as faster can be cheaper 4. Gen AI in Retail reducing seller friction; no meaningful insights on Rufus 5. Debt repayment leads FCF uses, no sign of capital returns, as expected
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.