WPP komt met magere winstcijfers + outlook.
pakketje bijgekocht @ 36,60. (lijkt nu toch echt dirt cheap, tijd zal het uitwijzen)

March 19 (Reuters) - Publicis Groupe SA PUBP.PA :
* PUBLICIS DECIDED TO MAINTAIN THE 2.30 EUROS DIVIDEND PER
SHARE
* PUBLICIS DECIDED TO SUBMIT TO THE SHAREHOLDERS’ VOTE THE
CHOICE
OF A PAYMENT IN CASH AND THE POSSIBILITY TO ELECT FOR PAYMENT IN
SHARES, BUT WITHOUT ANY DISCOUNT.

Further company coverage: PUBP.PA

(Reporting by Sudip Kar-Gupta and Mathieu Rosemain)
((Mathieu.Rosemain@thomsonreuters.com;))

Dividendrendement van meer dan 10%.
Zal misschien een positief effect geven op de koers.

Geef mij maar de stock!

Publicis zal vandaag omzetcijfer voor eerste kwartaal publiceren, 10 dagen vroeger dan verwacht, volgens een woordvoerster deze ochtend.

EDIT:
- organische omzetdaling van 2,9% in Q1.
- €500 miljoen kostenbesparingen
- halvering dividend
- geen guidance voor de rest van het jaar

CEO: "It is slightly awkward to share encouraging news at a time when we are preparing ourselves for tougher days. But we actually had a good start to the year, meeting our internal objectives despite the impact of Covid-19, with an organic growth at -2.9%. At the end of February before the pandemic started to spread, we recorded almost flat growth, despite double-digit decline in China, mostly driven by 5% organic growth in the U.S. on our creative and media business. It is worth noting that Epsilon 2.0 was also growing at +5% growth at the end of February. The month of March was seriously affected by the continuous decline in China and the abrupt deterioration in Europe, due to Covid-19 confinement measures. This strong negative impact was largely compensated by North America returning to growth, including Publicis Sapient which is slightly positive in the US. This performance demonstrates that our model is working."

Global advertising faces double-digit decline this year

Reuters News
23-Jun-2020 01:40:38

June 22 (Reuters) - The global advertising industry is
expected to decline nearly 12% this year as the coronavirus
pandemic batters businesses around the world, a report on the
sector said on Monday.
The advertising market, which typically tracks the broader
health of economies, was thrown into chaos in March, as people
stayed home and businesses shut their doors to stop the spread
of the virus.
However, while the overall hit to economies from the
pandemic is expected to be worse that the 2008 financial crisis,
the report from ad agency GroupM, a unit of holding company WPP
<WPP.L>, showed, said this year's advertising decline, excluding
U.S. political advertising, would still only be modest.
That's because the small businesses that bore the brunt of
the coronavirus lockdowns already accounted for a smaller
portion of the advertising industry, the agency said.
The ad market decline is also softened because many
businesses "are fighting to stay alive via ecommerce, and you
would expect to see some advertising through that," said Brian
Wieser, global president of business intelligence at GroupM, in
an interview.
The hardest-hit parts of the industry are expected to be
television advertising, which has long been losing ground, and
"out-of-home" (OOH) advertising such as billboards, as people
stay indoors. TV advertising is expected to decline 17.6% this
year, while OOH will drop 25%, when excluding political ads,
GroupM said.
The ad agency also estimated digital advertising will
decline 2.3% this year and will account for 52% of the
advertising market, up from 48% last year. Advertisers have
invested more on digital ads because it is generally cheaper
than TV and easier to start or cancel an ad campaign.
A global ad market recovery is expected to begin next year
with 8.2% growth, GroupM projected.

[ik wist niet dat Brian Wieser nu bij WPP werkt, blijkbaar sinds februari 2019; voordien was hij de meest invloedrijke analist van de beursgenoteerde reclamebedrijven]

Wow, Omnicom rapporteert vandaag een organische omzetdaling van maar liefst 23% voor Q2. Bij Publicis was het -13%. Normaal doet Omnicom het veel beter dan Publicis. Deze keer zijn de rollen duidelijk omgedraaid.

Koers daalt voorbeurs 7%.

Een snelle kijk op Publicis. Ge weet, een likeske en een commentje worden geapprecieerd, kwestie dat het artikeltje wat meer aandacht krijgt en de Yanks ook wat Europese bedrijven onder ogen krijgen.

https://seekingalpha.com/article/436530 ... vidend-cut

Jawadde, Barclays verhoogt vandaag haar koersdoel van €37 naar €64. Ze verhoogt ook de koersdoelen voor WPP en Omnicom.

Ik herinner me dat dit aandeel door een hoop mensen werd gevolgd. Bleek lange tijd een value trap, maar intussen was de slotkoers van vrijdag net geen nieuwe all-time high met €75, +232% sinds het dieptepunt van 2020. Toch opvallend.

Ik heb ze gehad,verkocht op de dag dat trump verkozen was. In huidige situatie blijf ik van pr-bureau's af.