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Adam Strydom
May 21, 20241 min read
FY24 Prospects Weighted to H2
dentsu’s Q1 results indicate a slow start to the year, with organic net revenue down by 3.7%. However, prospects are improving, buoyed by...
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Adam Strydom
Feb 27, 20241 min read
Return to Organic Growth Forecast for FY24
dentsu’s FY23 net revenue was a touch above guidance at Q3, with a better-than-expected operating margin reflecting a good Q4 in Japan,...
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Adam Strydom
Jan 24, 20241 min read
One Dentsu Initiative Set to Improve Efficiency
dentsu’s Q323 trading update describes demanding trading conditions with continuing spending constraint from customers in technology and...
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Adam Strydom
Jan 19, 20241 min read
Valuation Opportunities in Quality UK Small Caps
The Henderson Smaller Companies Investment Trust plc (HSL) is managed by Neil Hermon, who has been at the helm for more than 20 years....
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Adam Strydom
Jan 18, 20241 min read
FY23 Ambitions Weighted to Second Half
dentsu Group had demanding Q123 on Q122 comparisons and, with the acquisition contributions, Edison Group is not too concerned about the...
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Adam Strydom
Jun 30, 20231 min read
Releasing the Potential
Melrose Plc’s demerger of the automotive businesses and the listing of separate entities (NewCo and Melrose with Aerospace) will provide...
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