Adam StrydomMay 211 min readTMTFY24 Prospects Weighted to H2dentsu’s Q1 results indicate a slow start to the year, with organic net revenue down by 3.7%. However, prospects are improving, buoyed by...
Adam StrydomFeb 271 min readTMTReturn to Organic Growth Forecast for FY24dentsu’s FY23 net revenue was a touch above guidance at Q3, with a better-than-expected operating margin reflecting a good Q4 in Japan,...
Adam StrydomJan 241 min readTMTOne Dentsu Initiative Set to Improve Efficiencydentsu’s Q323 trading update describes demanding trading conditions with continuing spending constraint from customers in technology and...
Adam StrydomJan 191 min readFinancialsValuation Opportunities in Quality UK Small CapsThe Henderson Smaller Companies Investment Trust plc (HSL) is managed by Neil Hermon, who has been at the helm for more than 20 years....
Adam StrydomJan 181 min readTMTFY23 Ambitions Weighted to Second Halfdentsu Group had demanding Q123 on Q122 comparisons and, with the acquisition contributions, Edison Group is not too concerned about the...
Adam StrydomJun 30, 20231 min readIndustrialsReleasing the PotentialMelrose Plc’s demerger of the automotive businesses and the listing of separate entities (NewCo and Melrose with Aerospace) will provide...