agency organic revenues Archives

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WPP – position closed with a +19% relative gain (>+330% annualised ;-)

Add a bit of mean reversion to GrowthRatings, with a healthy pinch of recency bias and you can have a wild ride in these menopausal markets. For example, three weeks ago on this blog I highlighted the unloved Agency sector and in particular WPP. Those listening to what some key marketeers were saying about their […]

Wazzup – 7th June

Agency AGM trading statements continue to provide mixed signals on trading into early 2017 . WPP – April organic net sales growth remains below +1%, notwithstanding the late Easter and election effect . M&C Saatchi – “2017 has started well” . […]

US Agency revenue growth plummets in Q3 – the canary in the mine

With less than a week to go and Trump edging ahead in some polls, albeit possibly still behind with regards electoral college votes, there’s going to be some sweaty palms in financial markets. A month ago, a Clinton victory may have seemed like a slam dunk and indeed one bookie (Paddy Power Betfair) was reported […]