WPP falls further on reports that Ford will cut its advertising budget

UPDATED - WPP Group saw its shares fall again today over the news that Ford Motors wants to cut its advertising costs, which WPP says it has known about for some time and had planned for the situation.

WPP dropped 3.25% in early afternoon trading but by 3pm was down 4% on yesterday's closing price to trade at 680p. Ford is WPP's largest client, representing between 6% and 8% of its business.



However, WPP was keen to point out that it had been aware for two years that Ford would be reviewing agency remuneration arrangements.



A spokesman for WPP said: "These are normal negotiations with the client to achieve an effective and competitive arrangement."



Ford's advertising is split globally between Ogilvy & Mather and Young & Rubicam, with media planning and buying through MindShare.



However, the good news for the group is that investment bank JP Morgan said it was rating WPP as a "core media holding", with a price target of 795p. In the past 12 months, WPP's share price has hit a high of 900p in March 2001, and a low of 428.5p when it was embroiled in the Tempus takeover, which finally concluded in November.



In a research note, JP Morgan said: "WPP is a scale and quality play on a recovery within European media. It is a pure play on expanding marketing budgets globally, which we believe should show signs of improvement in the second half of 2002."



Yesterday, it was revealed that WPP-owned ad agency J Walter Thompson had scooped the £84m Domino's Pizza account. Other big clients for the group include IBM and Coca-Cola.



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