Tag Archives: Marketing Services Financial Intelligence

Reported profits: when nothing is quite as it seems

Anyone who thinks that businesses are easy to manage and that profits are easy to predict could learn a lesson or two from the results of two public companies in the marketing sector that reported this week.

Read more on Reported profits: when nothing is quite as it seems…

Economic gloom, but it’s an ill wind that blows nobody any good

As each week passes, we hear more gloomy outpourings about trading prospects from the major groups in the industry.   Huntsworth and Dentsu joined the gloomy chorus last week, countering Maurice Lévy’s attempt to cheer us up with news of better trading in October.   Even those companies that are currently on target for the year feel the need to counsel caution about their future prospects – witness Chime Communications and Levy’s warning about December.

Read more on Economic gloom, but it’s an ill wind that blows nobody any good…

It would be nice if sector share prices anticipated economic trends

There is some evidence – but not a lot – that the stock market anticipates trends in economic activity, pruning back share prices when a downturn is expected and cautiously lifting those prices back upwards when better times are seen to be on the horizon.

Read more on It would be nice if sector share prices anticipated economic trends…

The rise and fall, and potential rising again, of Jonathan Stead

A lot has been written about the demise and rebirth of the Rapier marketing agency, not least the excellent analysis by Jeremy Lee following some of the earlier disclosures.

Certain features are probably indisputable.  First and foremost, Jonathan Stead is undoubtedly a good marketeer and proved himself able to build a substantial business.

Read more on The rise and fall, and potential rising again, of Jonathan Stead…

What’s in a name like Bell Pottinger?

If all goes to plan, by the end of June a majority stake in five of Chime Communications’ Bell Pottinger public relations businesses will have been sold to their management under the leadership of Lord Bell and Piers Pottinger.

Read more on What’s in a name like Bell Pottinger?…

Morgan shows Mission how to manage

It’s not very often in these gloomy times that there’s something to celebrate, but the good results announced by The Mission Marketing Group this week justify at least a modest cheer.

Read more on Morgan shows Mission how to manage…

When will MDC be called to account for its losses?

With a track record of losses like those shown in the chart below, one might expect the management of Canada’s MDC Partners to simply throw in the towel and admit defeat.   At the very least one would be expecting more uproar from shareholders and some pretty tough talking with banks.

Read more on When will MDC be called to account for its losses?…

The economic winter takes its toll

We may be looking forward to spring, but in economic terms we are still in the depths of winter.  Weak companies, made more vulnerable by the cold winds of recession, have been eager to find warmer homes.

Read more on The economic winter takes its toll…

Omnicom: a lesson for marcoms companies aiming for the stock market

It’s almost irritating to see how Omnicom Group manages to report consistently steady growth in profits.

Seemingly unperturbed by being overtaken by WPP in the revenue league, Omnicom continues to deliver a reliably solid return to its shareholders.   And that, of course, is what keeps investment institutions happy.  While there is room in any portfolio for a few fast growth and/or speculative shares, the most critical component is a bedrock of solid and consistently performing ones.

Read more on Omnicom: a lesson for marcoms companies aiming for the stock market…

Nice numbers from Publicis don’t excuse poor answers

Publicis is first out of the blocks with its results for 2011 and the figures look worth boasting about, although it would be premature to do so until the other global groups have declared their results too.

Read more on Nice numbers from Publicis don’t excuse poor answers…

Latest jobs Jobs web feed