Publicis Groupe S.A.,

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.
  • TickerPUB
  • ISINFR0000130577
  • ExchangeEuronext Paris
  • SectorMedia
  • CountryFrance

Analysts

Expert Corporate Governance Service (ECGS)

Publicis Groupe - AGM and EGM 29 May 2019

ITEM 10: The remunerations granted to Mr. Sadoun in 2018 are quite balanced and the amounts are reasonable. Despite certain breaches concerning the Company’s disclosure regarding the weightings of the EPS and TSR criteria for calculating the bonus, the bonus seems aligned with the Company’s performance. Furthermore, criteria for the exceptional performance share plan related to the strategic plan “Sprint to the Future” are quite demanding and, especially, there is no grant if performance is below the median (which was not the case for the previous plans). Accordingly, we recommend to approve. ...

Jehanne Leroy

Publicis Group - Assemblée générale des actionnaires du 29 mai 2019

GouvernanceLa société propose la nomination de 3 membres du conseil indépendants ; Cela porte le taux d’indépendance du conseil selon Proxinvest de 41,7% à 61,5% et nous accueillons favorablement ce changement. RémunérationsLes rémunérations 2018 de M. Sadoun sont plutôt équilibrées et les montants en jeu raisonnables. Par ailleurs, malgré certaines faiblesses en termes de communication, notamment la non communication des poids respectifs des critères de BPA et TSR dans le calcul du bonus, le bonus semble bien aligné avec les performances réalisées. De plus, les critères du plan de d’actions ...

Jean-Christophe Dourret

Publicis : Publicis - 6 May 2019

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Jean-Christophe Dourret

Publicis : Publicis - 6 mai 2019

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Jean-Christophe Dourret

Publicis : Publicis - 6 May 2019

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Jean-Christophe Dourret

Publicis : Publicis - 6 mai 2019

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Jerôme Bodin

Publicis : Feedback from the conference call on Epsilon

>Epsilon will remain an independent vertical - Publicis held a conference call yesterday following its acquisition of Epsilon for $ 3.9bn. The group did not put a figure on the future synergies, but on first analysis we estimate them at around $ 40m (or 3% of Epsilon’s cost base). The market reaction was positive (+1% at the close) reflecting the fact that in the end the valuation was not as high as expected (~$ 1bn lower taking into account the favourable tax impact...

Jerôme Bodin

Publicis : Feedback de la conférence téléphonique sur Epsilon

>Epsilon restera un vertical indépendant - Publicis a tenu hier la conférence téléphonique suite à l’acquisition d’Epsilon pour 3.9 Md$. Le groupe n’a pas quantifié les synergies à venir mais nous les estimons en 1ère approche autour de 40 M$ (soit 3% de la base de coûts d’Epsilon). La réaction du marché a été assez positive (+1% en clôture) reflétant une valorisation finalement moins élevée qu’attendu (~1 Md$ inférieure en tenant compte de l’impact fiscal favorable) ...

Ali Mogharabi

Morningstar | Publicis Reports In-Line 1Q Revenue; Acquiring Epsilon for a Good Price; Increasing FVE to EUR 64

While Publicis’ first-quarter revenue update, which was in line with expectations, was not a newsmaker, the firm did announce its all-cash acquisition of Alliance Data Systems’ target-marketing services company, Epsilon, for $4.4 billion, or EUR 3.7 billion. It appears that the technological and consulting expertise that Publicis attained by purchasing Sapient in 2015 needs to be complemented by access to first-party data and additional technology, both of which the Epsilon deal brings forth. We think Publicis is now better positioned to offer its clients data analytics capabilities, which go ...

1 director bought

A director at Publicis Groupe Sa bought 20,242 shares at 49.745EUR and the significance rating of the trade was 100/100. 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 showing Close periods where trading activity is restricted under listing rules. The names o...

Alain William ...
  • Alfred Glaser
  • Delphine Brault
  • Jean Sassus
  • Jerôme Bodin
  • Olfa Taamallah
  • Samantha Jeary
  • Steven Gould
  • Sylvain Goyon
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/16/2019

The outperformance from banks in January was eroded before turning in March (post-ECB capitulation) into an underperformance (1.5% at 12 April). The banking sector’s fundamentals remain complicated but a less worrying macroeconomic environment and especially the recognition by the ECB of the side effects of negative rates argue in favour of a temporary outperformance. The ECB’s new tone opens the door to the "fantasy" of a rebound in the interest margin (negative TLTRO rate?). This id...

Alain William ...
  • Alfred Glaser
  • Aurelien Sivignon
  • Delphine Brault
  • Jean Sassus
  • Jerôme Bodin
  • Olfa Taamallah
  • Samantha Jeary
  • Steven Gould
  • Sylvain Goyon
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 16/04/2019

La surperformance des banques de janvier s’est érodée avant de se transformer en mars (post capitulation BCE), en sous-performance (1.5% au 12/4). Les fondamentaux du secteur bancaire restent compliqués mais une macroéconomie moins inquiétante et surtout la reconnaissance par la BCE des effets secondaires des taux négatifs plaident pour une surperformance transitoire. Le ton nouveau de la BCE ouvre la porte au « fantasme » d’un rebond de la marge d’intérêt (TLTRO taux négatif ?). Cett...

Alexandre Iatrides ...
  • Bruno Cavalier
  • Emmanuel Matot
  • Jerôme Bodin
  • Johanna Jourdain
  • Matthias Desmarais
  • Pierre Tegner
  • Rémi Adam
  • Stephane Houri
  • Sven Edelfelt
  • Veysel Taze
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/15/2019

With doubts on the growth of non-conventional oil in the US gaining traction, the recovery of already necessary investment in offshore has now become vital to restoring equilibrium in the oil market out to 2025. Cost-cutting measures have rendered these projects very attractive for oil companies which should accelerate the pace of their investment decisions, thus benefiting oil services companies. We prefer Total, RD Shell, Subsea 7, SBM Offshore and GTT. Cf. report published this mor...

Alexandre Iatrides ...
  • Bruno Cavalier
  • Emmanuel Matot
  • Jerôme Bodin
  • Johanna Jourdain
  • Matthias Desmarais
  • Pierre Tegner
  • Rémi Adam
  • Stephane Houri
  • Sven Edelfelt
  • Veysel Taze
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/04/2019

Alors qu’émergent des doutes de plus en plus forts quant à la dynamique de croissance du pétrole non conventionnel aux Etats-Unis, les investissements en offshore qui étaient déjà nécessaires deviennent aujourd’hui indispensables afin d’équilibrer le marché pétrolier à horizon 2025. Les efforts passés pour réduire les coûts rendent ces projets désormais très attractifs pour les groupes pétroliers qui devraient accélérer leurs prises de décisions d’investissement au profit des sociétés...

Antoine Boivin-Champeaux ...
  • Bruno Cavalier
  • Fehmi Ben Naamane
  • Jean Sassus
  • Jerôme Bodin
  • Matthias Desmarais
  • Steven Gould
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/01/2019

We have downgraded the stock to Neutral given the prospect of yet another transition phase due to the reorganisation efforts, which is set to extend at least until 2020, coupled with execution risks, one-off costs and the economic slowdown risk. Our target price is now CHF 19.0 ($ 19.0, SEK 175). Cf. equity report published today. - ...

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MarketLine Department

Dentsu, Inc. - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Dentsu, Inc. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Dentsu, Inc. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Highlight...

Expert Corporate Governance Service (ECGS)

Publicis Groupe - AGM and EGM 29 May 2019

ITEM 10: The remunerations granted to Mr. Sadoun in 2018 are quite balanced and the amounts are reasonable. Despite certain breaches concerning the Company’s disclosure regarding the weightings of the EPS and TSR criteria for calculating the bonus, the bonus seems aligned with the Company’s performance. Furthermore, criteria for the exceptional performance share plan related to the strategic plan “Sprint to the Future” are quite demanding and, especially, there is no grant if performance is below the median (which was not the case for the previous plans). Accordingly, we recommend to approve. ...

Jehanne Leroy

Publicis Group - Assemblée générale des actionnaires du 29 mai 2019

GouvernanceLa société propose la nomination de 3 membres du conseil indépendants ; Cela porte le taux d’indépendance du conseil selon Proxinvest de 41,7% à 61,5% et nous accueillons favorablement ce changement. RémunérationsLes rémunérations 2018 de M. Sadoun sont plutôt équilibrées et les montants en jeu raisonnables. Par ailleurs, malgré certaines faiblesses en termes de communication, notamment la non communication des poids respectifs des critères de BPA et TSR dans le calcul du bonus, le bonus semble bien aligné avec les performances réalisées. De plus, les critères du plan de d’actions ...

Publicis Groupe – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Proxy Report - 30/05/2018

Following the 2017 general meeting, long-time Publicis boss Maurice Lévy stepped down as CEO and was replaced by Arthur Sadoun. Maurice Lévy is now being nominated for the position of Chairman of the Supervisory Board replacing, Elisabeth Badinter, the Company's shareholder, who will become Vice-Chairman. Following his nomination as Chairman, Maurice Lévy will be paid €2.8 million per year; an amount particularly excessive for a non-executive chairman. More generally, Publicis’ compensation policy is very generous, and the amounts granted to the Deputy CEOs are on par with CEO compensation a...

Proxy Report - 30/05/2018

En 2017, Arthur Sadoun est devenu Président du Directoire en succédant à Maurice Lévy, 75 ans, qui est aujourd’hui Président du Conseil de Surveillance en remplacement d'Elisabeth Badinter, principale actionnaire. Pour les fonctions de Président du Conseil, la Société propose à Maurice Lévy une rémunération fixe de 2,8 M€, ce qui est inhabituellement élevé pour un Président non exécutif et 9,5 fois plus élevé que la rémunération perçue par Elisabeth Badinter en 2016 en tant que Présidente du Conseil. De manière générale, les rémunérations des mandataires sociaux dirigeants de Publicis sont g...

Valérie GASTALDY

Short term view - PUBLICIS SA : Falling prices.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at €50.28. The background trend would be questioned should prices rise above €56.26.

Valérie GASTALDY

Analyse court terme - PUBLICIS SA : Les prix baissent.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 50,28 €. La tendance de fond serait remise en cause en cas de franchissement de 56,26 €.

Valérie GASTALDY

Short term view - PUBLICIS SA : The background trend is clearly bearish.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at €50.28. The background trend would be questioned should prices rise above €56.26.

Valérie GASTALDY

Analyse court terme - PUBLICIS SA : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 50,28 €. La tendance de fond serait remise en cause en cas de franchissement de 56,26 €.

Valérie GASTALDY

Analyse moyen terme - PUBLICIS SA : Le mouvement se poursuit.

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 44,75 €, puis 39,00 €. Le franchissement de 66,31 € remettrait en cause la suite de la baisse.

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