Tag Archives for " Publicis "

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 […]

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Value traps and opportunities and how to spot them

With a relative lull today in the results deluge, I thought it might be interesting to review how some of last week’s stack up, but from a GrowthRating perspective. As we’ve all had to wade thru far to much verbiage, I’ve kept it simple with some annotated charts and only a very few words.  The […]

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Facebook: Q1 beat followed by controlling shareholder share sale – ring any bells?

Facebook shares had a good bounce on its blistering Q1 results which, oh so conveniently, accompanied its announcement of a stock split into new non-voting C class shares. This is a similar ploy the one Vere Rothermere used a few years ago with the DMGT scrip issue as a way of enabling him (well at […]

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Publicis – a growing credibility issue as another client defects

“Omnicom demonstrated superior and proven performance in the area of data analytics, planning and buying, innovation, talent and financial value”  – P&G global brand officer Marc Pritchard on last week’s announcement that it will be replacing Publicis Groupe’s Starcom Mediavest with Omnicom’s OMG for its North American media-buying, worth around $2.66bn pa.   While the […]

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Digital Plonkers

WPP’s annual digital investor day provided Sir Martin Sorrell another opportunity to show off his digital wares as well as take some entertaining swings at rivals; particularly the “plonkers” who had recently been over-paying (ie out-bidding WPP) for digital assets and particularly those in Brazil. Comment est-ce qu’on dit ça en Francaise Maurice?   At […]

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Publicis Omnicom Groupe – financials less exciting than the impending management soap opera

Oh la la, Omnicom is to be bracketed by Publicis to become part of the greater “Publicis Omnicom Groupe” with deal to be signed in Paris rather than New York or a neutral country. Does this mean a corporate coup for the French or will the emergence of a balanced board and possible removal of […]

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