Vivendi is an audiovisual group active in the entertainment industry with activities in music, TV, cinema, mobile, fixed and internet, and games. Co.'s operations are divided into five businesses: Canal+ Group which produces and distributes pay-TV in France, analog or digital, and is involved in film making; Universal Music Group which sells recorded music (physical and digital media); GVT which serves as a telecommunication operator for fixed ultra high-speed broadband, fixed-line telecommunications and Pay-TV in Brazil; SFR which is engaged in mobile phone services in France, as well as fixed and ADSL services; and Other Activities which involves ticketing, Wengo and Watchever.
  • TickerVIV
  • ISINFR0000127771
  • ExchangeEuronext Paris
  • SectorMedia
  • CountryFrance
Jerôme Bodin

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/04/2021 /

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Jerôme Bodin

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 04/05/2021 /

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Jerôme Bodin

Vivendi : Global agreement with Mediaset: stake set to be gradually divested

>Positive agreement for both groups - Vivendi and Mediaset yesterday announced a global agreement to draw a line under their various disputes. To this end, Vivendi is to divest 24.2% of Mediaset (with 5% to Fininvest immediately and 19.19% over five years in the market) and will hold onto only 4.61% of the capital. These two deals could bring in € 741m, plus the exceptional dividend which Mediaset will pay (€ 98m for Vivendi). Vivendi will also support the resolutions...

Jerôme Bodin

Vivendi : Accord global avec Mediaset : vers une cession progressive de la participation

>Un accord positif pour les deux groupes - Vivendi et Mediaset ont annoncé hier un accord global mettant fin à leurs différents litiges. Vivendi va céder 24,2% de Mediaset (dont 5% immédiatement à Fininvest et 19,19% sur 5 ans sur le marché) et ne conserver que 4,61% du capital. Ces deux opérations pourraient lui permettre de percevoir 741 M€, somme à laquelle il convient d’ajouter le dividende exceptionnel que Mediaset va payer (98 M€ pour Vivendi). Vivendi va par a...

Research Department

INFORME DIARIO 04 MAYO + RDOS. ESPAÑA Y EUROPA 1T’21. IDEAS DESTACADAS Y PREVIEWS (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME. ESPAÑA: MEDIASET. EUROPA: VIVENDI Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos.1T’21 que se publicarán en España y Europa en los próximos días. La bolsa americana sigue animando al resto de mercados Tras un inicio de sesión ligeramente bajista y sin referencias, las bolsas europeas se recuperaron tras la apertura alcista de Wall Street. Así, la mayoría de los sectores del Euro STOXX cerraron con ganancias, con ...

Research Department

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 23 TO 30 OCTOBER 2019 (ANÁLISIS BANCO SABADELL)

European Portfolio We lower Volkswagen’s weight and raise that of Airbus. European High Yield Portfolio Air Liquide, Allianz, Daimler, SAP & Vivendi No changes this week. Spanish Recommended Portfolio No changes this week. 5-Stock Recommended Portfolio ACS, Caixabank, Cellnex, Ferrovial & Telefónica No changes this week. 5 High-Yield Stock Portfolio Iberdrola, Merlin, Repsol, Santander & Telefónica No changes this week. Mid&Small Recommended Portfolio Applus, CAF, Dominion, Enagás, Ence, Indra, Logista, Másmóvil, Sacyr & Unicaja No changes this week.

Research Department

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 06 TO 13 MARCH 2019 (ANÁLISIS BANCO SABADELL)

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 06 TO 13 MARCH 2019 (ANÁLISIS BANCO SABADELL)

Research Department

CAMBIO DE CARTERAS BANCO SABADELL SEMANA 06 A 13 MARZO 2019 (ANÁLISIS BANCO SABADELL)

CAMBIO DE CARTERAS BANCO SABADELL SEMANA 06 A 13 MARZO 2019 (ANÁLISIS BANCO SABADELL)

Research Department

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 27 FEBRUARY TO 06 MARCH 2019 (ANÁLISIS BANCO SABADELL)

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 27 FEBRUARY TO 06 MARCH 2019 (ANÁLISIS BANCO SABADELL)

Research Department

CAMBIO DE CARTERAS BANCO SABADELL SEMANA 27 FEBRERO A 06 MARZO 2019 (ANÁLISIS BANCO SABADELL)

CAMBIO DE CARTERAS BANCO SABADELL SEMANA 27 FEBRERO A 06 MARZO 2019 (ANÁLISIS BANCO SABADELL)

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Add exposure to Technology, Communications We view weakness over the past week as correcting a significant amount of the excess optimism that was baked-in to global equities. As a result, we recommend taking advantage of the pullback by adding exposure to our favorite areas - namely Technology. Our overall outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains positive and we continue to expect higher equity prices going forward. • Index overviews: MSCI ACWI ex-US, MSCI EM, STOXX Europe 50, and the TOPIX indexes are analyzed from both a price and RS perspective... see page...

Valérie GASTALDY

Short term view - VIVENDI : The trend is bearish.

The trend is bearish. The recovery is a consolidation. The fall might resume toward €21.20. The background trend would be questioned should prices rise above €22.67.

Valérie GASTALDY

Analyse court terme - VIVENDI : La tendance est baissière.

La tendance est baissière. La reprise est une consolidation. La baisse risque de reprendre jusqu'à 21,20 €. La tendance de fond serait remise en cause en cas de franchissement de 22,67 €.

Valérie GASTALDY

Short term view - VIVENDI : The recovery is a consolidation.

The trend is bearish. The recovery is a consolidation. The fall might resume toward €21.20. The background trend would be questioned should prices rise above €22.67.

Valérie GASTALDY

Analyse court terme - VIVENDI : La reprise est une consolidation.

La tendance est baissière. La reprise est une consolidation. La baisse risque de reprendre jusqu'à 21,20 €. La tendance de fond serait remise en cause en cas de franchissement de 22,67 €.

Thomas Coudry

VIVENDI: Football rights: new kick off | BUY | EUR27 VS. EUR26

VIVENDI - BUY | EUR27 VS. EUR26 (+5%) Football rights: new kick off Following the failure of Mediapro, the door is wide open for Canal+ Getting a return on additional spend will be challenging… … but value lies elsewhere Removed from top pick list, Buy confirmed.

Vivendi: 1 director bought

A director at Vivendi bought 57,000 shares at 27.688EUR and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board memb...

Jerôme Bodin

Vivendi : Global agreement with Mediaset: stake set to be gradually divested

>Positive agreement for both groups - Vivendi and Mediaset yesterday announced a global agreement to draw a line under their various disputes. To this end, Vivendi is to divest 24.2% of Mediaset (with 5% to Fininvest immediately and 19.19% over five years in the market) and will hold onto only 4.61% of the capital. These two deals could bring in € 741m, plus the exceptional dividend which Mediaset will pay (€ 98m for Vivendi). Vivendi will also support the resolutions...

Jerôme Bodin

Vivendi : Accord global avec Mediaset : vers une cession progressive de la participation

>Un accord positif pour les deux groupes - Vivendi et Mediaset ont annoncé hier un accord global mettant fin à leurs différents litiges. Vivendi va céder 24,2% de Mediaset (dont 5% immédiatement à Fininvest et 19,19% sur 5 ans sur le marché) et ne conserver que 4,61% du capital. Ces deux opérations pourraient lui permettre de percevoir 741 M€, somme à laquelle il convient d’ajouter le dividende exceptionnel que Mediaset va payer (98 M€ pour Vivendi). Vivendi va par a...

Research Department

INFORME DIARIO 04 MAYO + RDOS. ESPAÑA Y EUROPA 1T’21. IDEAS DESTACADAS Y PREVIEWS (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME. ESPAÑA: MEDIASET. EUROPA: VIVENDI Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos.1T’21 que se publicarán en España y Europa en los próximos días. La bolsa americana sigue animando al resto de mercados Tras un inicio de sesión ligeramente bajista y sin referencias, las bolsas europeas se recuperaron tras la apertura alcista de Wall Street. Así, la mayoría de los sectores del Euro STOXX cerraron con ganancias, con ...

Jerôme Bodin

Vivendi : Q1 2021 in line, strong performance from UMG and slight acceleration of UMG’s IPO

>Outperform rating reiterated - Vivendi reported its Q1 2021 revenues yesterday evening, perfectly in line with our forecast. The group did not hold a conference call. Organic growth was once again strong for UMG (+9.4%), particularly for the recorded music division (+10.8%). The group provided no new information on UMG’s listing, but indicated that the AGM of 22 June would decide upon the distribution. This outlook enables the group to envisage a listing in the autum...

Jerôme Bodin

Vivendi : T1 en ligne, bonne performance d’UMG et petite accélération de l’introduction en bourse d’UMG

>Opinion Surperformance réitérée - Vivendi a publié hier soir son CA du T1 qui est ressorti parfaitement en ligne avec notre attente. Le groupe n’a pas tenu de conférence téléphonique. La croissance organique est de nouveau ressortie forte chez UMG (+9,4%) tout particulièrement pour le pôle de musique enregistrée (+10,8%). Le groupe n’a par ailleurs pas apporté de nouvelle information sur la cotation d’UMG mais indique que c’est l’AG ordinaire du 22/06 qui se prononc...

Charles Pinel

Vivendi - EGM 29 March 2021

Arnaud de Puyfontaine, Chairman of Vivendi's Management Board, is a member of Proxinvest Steering Committee. Composed of 12 members divided into 3 colleges (6 individuals from the institutional investors, 3 individuals from the world of issuers and 3 qualified experts), the Proxinvest Steering Committee gives its opinion in a consultative manner on Proxinvest's Corporate Governance Principles and Voting Policy, on the basis of which these voting recommendations are prepared. It is proposed to amend Vivendi's Bylaws to allow a distribution of dividend through the delivery of assets in kind, in...

Charles Pinel

Vivendi - AGE 29 mars 2021

Il est proposé de modifier les statuts de Vivendi pour permettre la distribution du dividende par remise de biens en nature y compris des titres financiers. Cette proposition intervient à la suite de l'annonce le 13 février 2021 de distribuer 60% du capital d'UMG et de procéder à sa cotation d'ici la fin de l'année. La résolution permet uniquement de modifier les statuts afin de procéder à une distribution par remise de biens en nature sachant que les actionnaires pourront se prononcer ultérieurement sur l'opération envisagée. Par conséquent, nous recommandons l'approbation.

Expert Corporate Governance Service (ECGS)

Vivendi – AGM 20 April 2020

Incoherent Governance : The Supervisory Board was mostly made up of independent members before the arrival of the Bolloré Group. Vincent Bolloré gradually took over and now the governance fails to comply with market practices: there is no separation of powers. Normally, the reference shareholder appoints its representatives for the Supervisory Board and the managers of subsidiaries will occasionally sit on the Executive Board (executive officer of business units). However, the opposite occurs in Vivendi. Yannick Bolloré, CEO of Havas, which is one of Vivendi's subsidiaries, chairs the Supervi...

Vivendi - Assemblée Générale des actionnaires du 20 avril 2020

UNE GOUVERNANCE QUI DEMEURE INCOHERENTEDénoncée par Proxinvest à de nombreuses reprises, la gouvernance de Vivendi s'est fortement détériorée depuis l'arrivée du Groupe Bolloré au capital au-delà des transactions avec cette partie liée. Alors que le conseil de Vivendi était majoritairement composé de membres libres de conflits d'intérêts, Vincent Bolloré a progressivement mis la main sur celui-ci et les mouvements intervenus ont mené à une incohérence de la gouvernance qui ne respecte pas la logique de séparation des pouvoirs dont les actionnaires sont en droit d'attendre d'une société à Conse...

Expert Corporate Governance Service (ECGS)

Vivendi April 15th, 2019

The Supervisory Board was mostly made up of independent members before the arrival of the Bolloré Group. Vincent Bolloré gradually took over and now the governance fails to comply with market practices: there is no separation of powers. Normally, the reference shareholder appoints its representatives for the Supervisory Board and the managers of subsidiaries will occasionally sit on the Executive Board (executive officer of business units). However, the opposite occurs in Vivendi. Yannick Bolloré, CEO of Havas, which is one of Vivendi’s subsidiaries, chairs the Supervisory Board. He is respons...

Carole Braudeau

Morning Crédit 21/11/2016

D'après le site internet spécialisé ATW, Etihad (Fitch : A) - l'actionnaire de référence d'Air Berlin (CCC+ estimé) avec une participation de 29% - et TUI (Ba2/BB- pos) sont en négociations finales pour créer une compagnie aérienne européenne sur le segment loisirs, qui devrait exploiter 60 avions en point à point vers les principaux marchés touristiques. L'accord devrait être finalisé lors d'une réunion du conseil d'administration le 23 novembre.CMA CGM (B1/B neg) a publié des résultats encore très faibles au T3 16. Volkswagen (A3/BBB+) a annoncé un plan de renforcement de ...

Carole Braudeau

Credit Morning 11/21/2016

According to the specialized website ATW, Etihad (Fitch: A) - the reference shareholder of Air Berlin (CCC+ estimated) with a 29% stake - and TUI (Ba2/BB- pos) are in final discussions to create a European leisure airline group which is expected to operate 60 aircraft on point-to-point services to key tourist markets. The deal is expected to be finalized at a board meeting on November 23.CMA CGM (B1/B neg) reported still very poor results in Q3 2016.Volkswagen announced a plan to boost the profitability of the VW brand aiming to save € 3.7bn by 2020. >

Carole Braudeau

Credit Morning 11/18/2016

OHL’s management held a conference call after Moody’s downgraded its rating from B3/negative to Caa1/negative to argue that this decision was disproportionate and disconnected from recent asset sales.>

Jerôme Bodin

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/04/2021 /

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Jerôme Bodin

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 04/05/2021 /

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Jerôme Bodin

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 04/03/2021

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Jerôme Bodin

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/04/2021

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VIVENDI SE sees an upgrade to Positive due to a better fundamental star rating

The general evaluation of VIVENDI SE (FR), a company active in the Broadcasting & Entertainment industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as defensive. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Positive. As of the analysis date February 16, 2021, the closing price was EUR 30.69 and its potential was estimated at EUR 32.22.

Systematic Ideas - Reiterate Long Vivendi Universal - 17 Nov

Deydun Markets' QuantLab team use systematic models with fundamental and quantitative inputs to generate signals on stocks, ETFs, indices, forex pairs and commodities for both investors and traders. We use a rigorous set of strategies to isolate the model that generates the profit curve that shows the most promise. A combination of systematic derivative, fundamental and technical analysis across varying time frames and approaches helps sift out the highest conviction, actionable signals which we publish. Our unique treatment of risk as a predictive input is one of the reasons why we are able ...

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the we...

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