Amareos

Federico Bagiotti, CFA

Equity Bottom-Up

<p>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 Omnicom Group, an advertising, marketing and media communication company, has been even more disappointing than the sector as a whole.</p><p>In light of the Q4 revenue miss, we consider the outlook for Omnicom’s stock price based on the recent evolution in our crowd-sourced sentiment indicators. They suggest that the CEO’s comment about “better days ahead” in…</p>

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 Omnicom Group, an advertising, marketing and media communication company, has been even more disappointing than the sector as a whole.In light of the Q4 revenue miss, we consider the outlook for Omnicom’s stock price based on the recent evolution in our crowd-sourced sentiment indicators. They suggest that the CEO’s comment about “better days ahead” in…

Omnicom Group

Omnicom Group: Better Days Ahead?