Omnicom Group: Better Days Ahead?
Over the past few months, the M part of the US TMT sector has not been particularly brilliant, especially in comparison to the second T, and...
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With ‘Brand Building’ Ad Era Over, Can Food Inflation Rescue FMCG Margins?
I’ve been underweight consumer staples on valuation and business model disruption risks since 2015 and the sector has de-rated significantly...
240 Views
Asatsu (9747) - Are Chances of a Counter Bid Being Underplayed?
One of the really extraordinary features of the discussion over the Asatsu DK (9747 JP) bid is the lack of discussion about a counter bid by WPP...
487 Views
Bain's Bid for ADK: Silchester and WPP Both Say "Undervalued" But Not Clear Why
On October 2nd, Asatsu Dk Inc (9747 JP) (hereafter "ADK") announced it had decided to terminate its 19-year Alliance with WPP PLC (WPP LN) and had...
367 Views
Wal-Mart's Acquisition of Jet.com
Jet.com was a $600m company last year before further fund raising.It is now valued at $3.3bn after Wal-Mart's cash and stock acquisition announced...
301 Views