#Publicis #PublicisGroupe #Bolsa - Publicis Groupe S.A. (PUB.PA): Crece en Todos sus Mercados Menos Uno y Aún Así Gana Menos: Company Data View

12 August 2026

Publicis Groupe S.A. (PUB.PA)

Publicis Groupe creció un 4,7% orgánico en el primer semestre de 2026 y, aun así, su beneficio neto cayó un 3,8%. En este vídeo repasamos las cuentas oficiales del semestre para entender de dónde viene esa contradicción: qué parte del crecimiento se lo llevó el tipo de cambio, qué diferencia hay entre el beneficio contable y el beneficio ajustado que destaca la compañía, qué está pasando con la caja y con la deuda, y qué múltiplos salen con la acción a 100 euros. Sin opiniones y sin recomendaciones. Solo los datos publicados, explicados con el mismo detalle que si te hubieras leído el informe entero. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ LO QUE VAS A ENCONTRAR ▪️ Por qué "ingresos" y "ingresos netos" no son lo mismo, y por qué importa ▪️ El efecto del euro sobre un negocio que factura el 58% en dólares ▪️ El segmento que cae mientras el resto crece ▪️ La diferencia de 92 millones entre el beneficio contable y el "headline" ▪️ Los 950 millones de caja… y los −794 millones del mismo semestre ▪️ Un fondo de comercio mayor que todo el patrimonio del grupo ▪️ Del exceso de caja a la deuda neta en seis meses ▪️ La compra de LiveRamp, todavía sin pagar ▪️ PER y EV/EBITDA con la cotización a 100 € ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ LAS CIFRAS DEL SEMESTRE Ingresos netos: 7.229 M€ (+1,1% contable / +4,7% orgánico) EBITDA: 1.527 M€ (21,1% sobre ingresos netos) Margen operativo: 1.261 M€ — 17,4% reportado / 17,5% headline Beneficio neto atribuible: 793 M€ (−3,8%) · BPA 3,17 € Beneficio headline: 885 M€ · BPA headline diluido 3,52 € Flujo de caja libre antes de circulante: 950 M€ (+14,7%) Deuda financiera neta a 30/06/2026: 1.215 M€ Dividendo: 3,75 €/acción (936 M€, pagado el 3 de julio de 2026) ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ FUENTES Toda la información procede de los documentos oficiales publicados por Publicis Groupe S.A.: ▪️ Half-Year Financial Report for the six months ended June 30, 2026 ▪️ H1 2026 Results — presentación a analistas Ambos disponibles en la sección de inversores de https://www.publicisgroupe.com Cada dato del vídeo aparece en pantalla con la página exacta de la que procede. Las cifras que no publica la compañía y que hemos calculado nosotros —los múltiplos de valoración, el margen operativo del ejercicio 2025 completo y el beneficio por acción anualizado— van identificadas en pantalla como cálculo propio. Cotización de referencia utilizada para la valoración: 100 € a 7 de agosto de 2026. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

Unlike some omnivores, a lion never eats its young 😉… discover the story of Publicis December 4th

Publicis Groupe is the 2nd Largest Communications Group Worldwide, Leader in Digital and Interactive Communication.

#News #Reuters #Newsfeed - Will today's inflation report trigger a Fed rate hike? | Morning Bid: Reuters

12 August 2026

Investors push CoreWeave shares higher after the AI cloud company reported strong results and highlighted more than $100 billion in backlogged orders. Meanwhile, markets are bracing for a closely-watched U.S. inflation report that could shape the Federal Reserve's next move. And oil prices continue to climb as Red Sea attacks persist and progress in U.S.-Iran talks remains elusive. #News #Reuters #Newsfeed

#bitcoin #crypto #volatility - 2026 Bitcoin Slump Mirrors 2022 Crypto Winter: Catalysts for Bulls to Regain Traction: Schwab Network

12 August 2026

Michael Willis, CEO of Cyber Hornet ETFs, compares this year's sluggish price action in the cryptocurrency space to 2022's crypto winter. He explains the "washout" Bitcoin and related assets are experiencing and how his company seeks to capitalize on current moves. Michael adds that newfound resilience in price action offer more room to run for assets.

#middleeast #yen #oil - Hormuz Deal in Doubt as Iran Keeps Strait Shut | Horizons Middle East & Africa 8/12/2026: Bloomberg Television

12 August 2026

Global markets focus on the Strait of Hormuz as doubts grow over a deal to reopen the vital shipping route. President Trump says the US "totally controls" Hormuz, while Iran says the Strait will remain closed until its conditions are met. The US also says it fired on a vessel accused of violating the blockade, while Pakistan's interior minister travels to Iran for talks. Oil prices extend gains as traders assess the risk of prolonged disruption, while investors await US core CPI data for signs of how the Iran war is affecting inflation and Federal Reserve policy.

The yen moves toward ¥160 per US dollar as intervention concerns return, while Asian stocks gain on stronger technology shares. In technology, CoreWeave shares surge as its AI backlog reaches $104 billion, with another $25 billion in new deals. Nvidia's credit risk eases after its CEO clarifies the company's $500 billion AI infrastructure plan, while Super Micro shares jump after its outlook tops the highest forecast on strong AI server demand. South Korea's sovereign wealth fund is also preparing to expand its role in the global AI race.

Elsewhere, a Libyan oil refinery is hit in the fifth attack on the Zawiya facility, Syria sentences former President Bashar al-Assad to death, and Russia seeks a deal to secure its Syrian bases as a hub for operations in Africa. Presight AI reports a 30% jump in second-quarter profit and secures AED 2.5 billion in domestic deals. We also cover Zambia's presidential election, Nigeria's new tax incentives aimed at attracting $50 billion in deep-water oil investment, Kenya holding interest rates, and MTN taking a write-down linked to its Iran exposure. Guests includes Aarthi Chandrasekaran, Shuaa Capital Public Markets Head, Thomas Pramotedham, Presight CEO and Min Kyung-Seol, South Korean Deputy Minister for Innovation and Growth. Horizons Middle East & Africa is your daily spotlight on one of the world's fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg.