Asatsu DK: Bain Capital Bids, WPP Complains, Arbitragers Bet on a Bump, But...
On Monday October 2nd, Private Equity firm Bain Capital and third-largest (or most smallest of the "three majors) Japanese advertising...
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Asatsu DK: Chance of an Offer Hike Towards JPY4,000-4,100 Nearing 2006-2007 Highs
When Bain's offer for Asatsu Dk Inc (9747 JP) (Oct 3 - Nov 15 offer period with Nov 22 settlement) was announced, our initial impression was that...
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Advertising Industry Gets Disrupted, as Central Bankers Fly Blind…
We’ve seen a number of advertising sector profit warnings from Dentsu to WPP amid signs that key clients across the FMCG sector are questioning...
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Negative Readthrough from WPP's Outlook Warning for Japanese Advertisers, Global Consumer Tech
At first glance, WPP's (WPP LN) second sales warning of the year is merely a storyline in keeping with the growing “post-Brexit hangover” narrative...
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Most Popular and Unpopular Japanese Sectors over Last 2 Weeks....
We have decided to split our coverage of Analyst Upgrades and Downgrades into Japan only and Asia -ex Japan. We track changes in recommendations...
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