Vivendi

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
VIV VIVENDI (Media)

Vivendi: 1 director

A director at Vivendi bought 5,000 shares at 10.550EUR and the significance rating of the trade was 55/100. 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 membe...

Jerôme Bodin
  • Jerôme Bodin
VIV VIVENDI (Media)
BOL BOLLORE (Industrial Goods & Services)

ODDO : Nouveaux ANR pour Bolloré et Vivendi – point sur notre scenario...

>Remise à jour de nos SOP Vivendi et Bolloré suite à l’IPO d’UMG - Suite à la cotation d’UMG hier nous mettons à jour nos modèles et valorisations pour Vivendi et Bolloré. Nous initions par ailleurs UMG aujourd’hui avec une recommandation Neutre (voir notre étude publiée ce jour) au regard d’une valorisation qui est à peu près conforme à celle que nous attendions (45,7 Md€ de capitalisation en clôture vs 47,3 Md€ attendu soit un potentiel de hausse de 3,9%). Nous réit...

Jerôme Bodin
  • Jerôme Bodin
VIV VIVENDI (Media)
BOL BOLLORE (Industrial Goods & Services)

ODDO : New NAV for Bolloré and Vivendi - update on our streamlining sc...

>Update to our SOTP for Vivendi and Bolloré after UMG’s IPO - Following the UMG listing yesterday, we are updating our models and valuations for Vivendi and Bolloré. Moreover, today we initiate coverage of UMG with a Neutral rating (see our flash study published today) due to a valuation that is more or less in line with our estimates (capitalisation of € 45.7bn at closing vs € 47.3bn expected, giving upside of 3.9%). We reiterate our Outperform recommendation on Vive...

Research Department
  • Research Department
VIV VIVENDI (Media)
OHL Obrascon Huarte... (Construction & Materials) ... (+6)

INFORME DIARIO 22 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, AENA, GRIFOLS, IBERDROLA, OHLA. EUROPA: VIVENDI. Europa se mantiene fuerte a pesar de China Poco duró el selloff en las bolsas de Europa, que recuperaron posiciones con fuerza en una sesión sin grandes novedades. En el Euro STOXX lideraron las ganancias B. Consumo y S. Financieros mientras que sólo Media y R. Básicos terminaron con cesiones en el día. Por el lado macro, en sus nuevas estimaciones económicas la OCDE revisó al alza todas las grandes economías como EE.UU, con un PIB de 6,9% en 2021 (+0,4 p.p. vs sus estimaciones en mayo) y 3,6%...

VIV VIVENDI (Media)
OHL Obrascon Huarte... (Construction & Materials)
AENA AENA SME SA (Industrial Goods & Services)
ACS Actividades de ... (Utilities)
IBE IBERDROLA S.A.
GRF SM Grifols (GRF SM...
Thomas Coudry
  • Thomas Coudry
VIV VIVENDI (Media)

VIVENDI (NEUTRAL, TP EUR12.2 vs EUR29.3) | Spinning off UMG from Viven...

VIVENDI (NEUTRAL, TP EUR12.2 vs EUR29.3) | Spinning off UMG from Vivendi:

VIV VIVENDI (Media)

Vivendi: 1 director

A director at Vivendi bought 5,000 shares at 10.550EUR and the significance rating of the trade was 55/100. 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 membe...

Jerôme Bodin
  • Jerôme Bodin
VIV VIVENDI (Media)
BOL BOLLORE (Industrial Goods & Services)

ODDO : Nouveaux ANR pour Bolloré et Vivendi – point sur notre scenario...

>Remise à jour de nos SOP Vivendi et Bolloré suite à l’IPO d’UMG - Suite à la cotation d’UMG hier nous mettons à jour nos modèles et valorisations pour Vivendi et Bolloré. Nous initions par ailleurs UMG aujourd’hui avec une recommandation Neutre (voir notre étude publiée ce jour) au regard d’une valorisation qui est à peu près conforme à celle que nous attendions (45,7 Md€ de capitalisation en clôture vs 47,3 Md€ attendu soit un potentiel de hausse de 3,9%). Nous réit...

Jerôme Bodin
  • Jerôme Bodin
VIV VIVENDI (Media)
BOL BOLLORE (Industrial Goods & Services)

ODDO : New NAV for Bolloré and Vivendi - update on our streamlining sc...

>Update to our SOTP for Vivendi and Bolloré after UMG’s IPO - Following the UMG listing yesterday, we are updating our models and valuations for Vivendi and Bolloré. Moreover, today we initiate coverage of UMG with a Neutral rating (see our flash study published today) due to a valuation that is more or less in line with our estimates (capitalisation of € 45.7bn at closing vs € 47.3bn expected, giving upside of 3.9%). We reiterate our Outperform recommendation on Vive...

Research Department
  • Research Department
VIV VIVENDI (Media)
OHL Obrascon Huarte... (Construction & Materials) ... (+6)

INFORME DIARIO 22 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, AENA, GRIFOLS, IBERDROLA, OHLA. EUROPA: VIVENDI. Europa se mantiene fuerte a pesar de China Poco duró el selloff en las bolsas de Europa, que recuperaron posiciones con fuerza en una sesión sin grandes novedades. En el Euro STOXX lideraron las ganancias B. Consumo y S. Financieros mientras que sólo Media y R. Básicos terminaron con cesiones en el día. Por el lado macro, en sus nuevas estimaciones económicas la OCDE revisó al alza todas las grandes economías como EE.UU, con un PIB de 6,9% en 2021 (+0,4 p.p. vs sus estimaciones en mayo) y 3,6%...

VIV VIVENDI (Media)
OHL Obrascon Huarte... (Construction & Materials)
AENA AENA SME SA (Industrial Goods & Services)
ACS Actividades de ... (Utilities)
IBE IBERDROLA S.A.
GRF SM Grifols (GRF SM...
Thomas Coudry
  • Thomas Coudry
VIV VIVENDI (Media)

VIVENDI (NEUTRAL, TP EUR12.2 vs EUR29.3) | Spinning off UMG from Viven...

VIVENDI (NEUTRAL, TP EUR12.2 vs EUR29.3) | Spinning off UMG from Vivendi:

VIV VIVENDI (Media)

Vivendi: 1 director

A director at Vivendi bought 5,000 shares at 10.550EUR and the significance rating of the trade was 55/100. 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 membe...

Jerôme Bodin
  • Jerôme Bodin
VIV VIVENDI (Media)
BOL BOLLORE (Industrial Goods & Services)

ODDO : Nouveaux ANR pour Bolloré et Vivendi – point sur notre scenario...

>Remise à jour de nos SOP Vivendi et Bolloré suite à l’IPO d’UMG - Suite à la cotation d’UMG hier nous mettons à jour nos modèles et valorisations pour Vivendi et Bolloré. Nous initions par ailleurs UMG aujourd’hui avec une recommandation Neutre (voir notre étude publiée ce jour) au regard d’une valorisation qui est à peu près conforme à celle que nous attendions (45,7 Md€ de capitalisation en clôture vs 47,3 Md€ attendu soit un potentiel de hausse de 3,9%). Nous réit...

Jerôme Bodin
  • Jerôme Bodin
VIV VIVENDI (Media)
BOL BOLLORE (Industrial Goods & Services)

ODDO : New NAV for Bolloré and Vivendi - update on our streamlining sc...

>Update to our SOTP for Vivendi and Bolloré after UMG’s IPO - Following the UMG listing yesterday, we are updating our models and valuations for Vivendi and Bolloré. Moreover, today we initiate coverage of UMG with a Neutral rating (see our flash study published today) due to a valuation that is more or less in line with our estimates (capitalisation of € 45.7bn at closing vs € 47.3bn expected, giving upside of 3.9%). We reiterate our Outperform recommendation on Vive...

Research Department
  • Research Department
VIV VIVENDI (Media)
OHL Obrascon Huarte... (Construction & Materials) ... (+6)

INFORME DIARIO 22 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, AENA, GRIFOLS, IBERDROLA, OHLA. EUROPA: VIVENDI. Europa se mantiene fuerte a pesar de China Poco duró el selloff en las bolsas de Europa, que recuperaron posiciones con fuerza en una sesión sin grandes novedades. En el Euro STOXX lideraron las ganancias B. Consumo y S. Financieros mientras que sólo Media y R. Básicos terminaron con cesiones en el día. Por el lado macro, en sus nuevas estimaciones económicas la OCDE revisó al alza todas las grandes economías como EE.UU, con un PIB de 6,9% en 2021 (+0,4 p.p. vs sus estimaciones en mayo) y 3,6%...

VIV VIVENDI (Media)
OHL Obrascon Huarte... (Construction & Materials)
AENA AENA SME SA (Industrial Goods & Services)
ACS Actividades de ... (Utilities)
IBE IBERDROLA S.A.
GRF SM Grifols (GRF SM...
Thomas Coudry
  • Thomas Coudry
VIV VIVENDI (Media)

VIVENDI (NEUTRAL, TP EUR12.2 vs EUR29.3) | Spinning off UMG from Viven...

VIVENDI (NEUTRAL, TP EUR12.2 vs EUR29.3) | Spinning off UMG from Vivendi:

VIV VIVENDI (Media)

Vivendi: 1 director

A director at Vivendi bought 5,000 shares at 10.550EUR and the significance rating of the trade was 55/100. 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 membe...

Jerôme Bodin
  • Jerôme Bodin
VIV VIVENDI (Media)
BOL BOLLORE (Industrial Goods & Services)

ODDO : Nouveaux ANR pour Bolloré et Vivendi – point sur notre scenario...

>Remise à jour de nos SOP Vivendi et Bolloré suite à l’IPO d’UMG - Suite à la cotation d’UMG hier nous mettons à jour nos modèles et valorisations pour Vivendi et Bolloré. Nous initions par ailleurs UMG aujourd’hui avec une recommandation Neutre (voir notre étude publiée ce jour) au regard d’une valorisation qui est à peu près conforme à celle que nous attendions (45,7 Md€ de capitalisation en clôture vs 47,3 Md€ attendu soit un potentiel de hausse de 3,9%). Nous réit...

Jerôme Bodin
  • Jerôme Bodin
VIV VIVENDI (Media)
BOL BOLLORE (Industrial Goods & Services)

ODDO : New NAV for Bolloré and Vivendi - update on our streamlining sc...

>Update to our SOTP for Vivendi and Bolloré after UMG’s IPO - Following the UMG listing yesterday, we are updating our models and valuations for Vivendi and Bolloré. Moreover, today we initiate coverage of UMG with a Neutral rating (see our flash study published today) due to a valuation that is more or less in line with our estimates (capitalisation of € 45.7bn at closing vs € 47.3bn expected, giving upside of 3.9%). We reiterate our Outperform recommendation on Vive...

Research Department
  • Research Department
VIV VIVENDI (Media)
OHL Obrascon Huarte... (Construction & Materials) ... (+6)

INFORME DIARIO 22 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, AENA, GRIFOLS, IBERDROLA, OHLA. EUROPA: VIVENDI. Europa se mantiene fuerte a pesar de China Poco duró el selloff en las bolsas de Europa, que recuperaron posiciones con fuerza en una sesión sin grandes novedades. En el Euro STOXX lideraron las ganancias B. Consumo y S. Financieros mientras que sólo Media y R. Básicos terminaron con cesiones en el día. Por el lado macro, en sus nuevas estimaciones económicas la OCDE revisó al alza todas las grandes economías como EE.UU, con un PIB de 6,9% en 2021 (+0,4 p.p. vs sus estimaciones en mayo) y 3,6%...

VIV VIVENDI (Media)
OHL Obrascon Huarte... (Construction & Materials)
AENA AENA SME SA (Industrial Goods & Services)
ACS Actividades de ... (Utilities)
IBE IBERDROLA S.A.
GRF SM Grifols (GRF SM...
Thomas Coudry
  • Thomas Coudry
VIV VIVENDI (Media)

VIVENDI (NEUTRAL, TP EUR12.2 vs EUR29.3) | Spinning off UMG from Viven...

VIVENDI (NEUTRAL, TP EUR12.2 vs EUR29.3) | Spinning off UMG from Vivendi:

VIV VIVENDI (Media)

Vivendi: 1 director

A director at Vivendi bought 5,000 shares at 10.550EUR and the significance rating of the trade was 55/100. 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 membe...

Jerôme Bodin
  • Jerôme Bodin
VIV VIVENDI (Media)
BOL BOLLORE (Industrial Goods & Services)

ODDO : Nouveaux ANR pour Bolloré et Vivendi – point sur notre scenario...

>Remise à jour de nos SOP Vivendi et Bolloré suite à l’IPO d’UMG - Suite à la cotation d’UMG hier nous mettons à jour nos modèles et valorisations pour Vivendi et Bolloré. Nous initions par ailleurs UMG aujourd’hui avec une recommandation Neutre (voir notre étude publiée ce jour) au regard d’une valorisation qui est à peu près conforme à celle que nous attendions (45,7 Md€ de capitalisation en clôture vs 47,3 Md€ attendu soit un potentiel de hausse de 3,9%). Nous réit...

Jerôme Bodin
  • Jerôme Bodin
VIV VIVENDI (Media)
BOL BOLLORE (Industrial Goods & Services)

ODDO : New NAV for Bolloré and Vivendi - update on our streamlining sc...

>Update to our SOTP for Vivendi and Bolloré after UMG’s IPO - Following the UMG listing yesterday, we are updating our models and valuations for Vivendi and Bolloré. Moreover, today we initiate coverage of UMG with a Neutral rating (see our flash study published today) due to a valuation that is more or less in line with our estimates (capitalisation of € 45.7bn at closing vs € 47.3bn expected, giving upside of 3.9%). We reiterate our Outperform recommendation on Vive...

Research Department
  • Research Department
VIV VIVENDI (Media)
OHL Obrascon Huarte... (Construction & Materials) ... (+6)

INFORME DIARIO 22 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, AENA, GRIFOLS, IBERDROLA, OHLA. EUROPA: VIVENDI. Europa se mantiene fuerte a pesar de China Poco duró el selloff en las bolsas de Europa, que recuperaron posiciones con fuerza en una sesión sin grandes novedades. En el Euro STOXX lideraron las ganancias B. Consumo y S. Financieros mientras que sólo Media y R. Básicos terminaron con cesiones en el día. Por el lado macro, en sus nuevas estimaciones económicas la OCDE revisó al alza todas las grandes economías como EE.UU, con un PIB de 6,9% en 2021 (+0,4 p.p. vs sus estimaciones en mayo) y 3,6%...

VIV VIVENDI (Media)
OHL Obrascon Huarte... (Construction & Materials)
AENA AENA SME SA (Industrial Goods & Services)
ACS Actividades de ... (Utilities)
IBE IBERDROLA S.A.
GRF SM Grifols (GRF SM...
Thomas Coudry
  • Thomas Coudry
VIV VIVENDI (Media)

VIVENDI (NEUTRAL, TP EUR12.2 vs EUR29.3) | Spinning off UMG from Viven...

VIVENDI (NEUTRAL, TP EUR12.2 vs EUR29.3) | Spinning off UMG from Vivendi:

VIV VIVENDI (Media)

Vivendi: 1 director

A director at Vivendi bought 5,000 shares at 10.550EUR and the significance rating of the trade was 55/100. 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 membe...

Jerôme Bodin
  • Jerôme Bodin
VIV VIVENDI (Media)
BOL BOLLORE (Industrial Goods & Services)

ODDO : Nouveaux ANR pour Bolloré et Vivendi – point sur notre scenario...

>Remise à jour de nos SOP Vivendi et Bolloré suite à l’IPO d’UMG - Suite à la cotation d’UMG hier nous mettons à jour nos modèles et valorisations pour Vivendi et Bolloré. Nous initions par ailleurs UMG aujourd’hui avec une recommandation Neutre (voir notre étude publiée ce jour) au regard d’une valorisation qui est à peu près conforme à celle que nous attendions (45,7 Md€ de capitalisation en clôture vs 47,3 Md€ attendu soit un potentiel de hausse de 3,9%). Nous réit...

Jerôme Bodin
  • Jerôme Bodin
VIV VIVENDI (Media)
BOL BOLLORE (Industrial Goods & Services)

ODDO : New NAV for Bolloré and Vivendi - update on our streamlining sc...

>Update to our SOTP for Vivendi and Bolloré after UMG’s IPO - Following the UMG listing yesterday, we are updating our models and valuations for Vivendi and Bolloré. Moreover, today we initiate coverage of UMG with a Neutral rating (see our flash study published today) due to a valuation that is more or less in line with our estimates (capitalisation of € 45.7bn at closing vs € 47.3bn expected, giving upside of 3.9%). We reiterate our Outperform recommendation on Vive...

Research Department
  • Research Department
VIV VIVENDI (Media)
OHL Obrascon Huarte... (Construction & Materials) ... (+6)

INFORME DIARIO 22 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, AENA, GRIFOLS, IBERDROLA, OHLA. EUROPA: VIVENDI. Europa se mantiene fuerte a pesar de China Poco duró el selloff en las bolsas de Europa, que recuperaron posiciones con fuerza en una sesión sin grandes novedades. En el Euro STOXX lideraron las ganancias B. Consumo y S. Financieros mientras que sólo Media y R. Básicos terminaron con cesiones en el día. Por el lado macro, en sus nuevas estimaciones económicas la OCDE revisó al alza todas las grandes economías como EE.UU, con un PIB de 6,9% en 2021 (+0,4 p.p. vs sus estimaciones en mayo) y 3,6%...

VIV VIVENDI (Media)
OHL Obrascon Huarte... (Construction & Materials)
AENA AENA SME SA (Industrial Goods & Services)
ACS Actividades de ... (Utilities)
IBE IBERDROLA S.A.
GRF SM Grifols (GRF SM...
Thomas Coudry
  • Thomas Coudry
VIV VIVENDI (Media)

VIVENDI (NEUTRAL, TP EUR12.2 vs EUR29.3) | Spinning off UMG from Viven...

VIVENDI (NEUTRAL, TP EUR12.2 vs EUR29.3) | Spinning off UMG from Vivendi:

VIV VIVENDI (Media)

Vivendi: 1 director

A director at Vivendi bought 5,000 shares at 10.550EUR and the significance rating of the trade was 55/100. 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 membe...

Jerôme Bodin
  • Jerôme Bodin
VIV VIVENDI (Media)
BOL BOLLORE (Industrial Goods & Services)

ODDO : Nouveaux ANR pour Bolloré et Vivendi – point sur notre scenario...

>Remise à jour de nos SOP Vivendi et Bolloré suite à l’IPO d’UMG - Suite à la cotation d’UMG hier nous mettons à jour nos modèles et valorisations pour Vivendi et Bolloré. Nous initions par ailleurs UMG aujourd’hui avec une recommandation Neutre (voir notre étude publiée ce jour) au regard d’une valorisation qui est à peu près conforme à celle que nous attendions (45,7 Md€ de capitalisation en clôture vs 47,3 Md€ attendu soit un potentiel de hausse de 3,9%). Nous réit...

Jerôme Bodin
  • Jerôme Bodin
VIV VIVENDI (Media)
BOL BOLLORE (Industrial Goods & Services)

ODDO : New NAV for Bolloré and Vivendi - update on our streamlining sc...

>Update to our SOTP for Vivendi and Bolloré after UMG’s IPO - Following the UMG listing yesterday, we are updating our models and valuations for Vivendi and Bolloré. Moreover, today we initiate coverage of UMG with a Neutral rating (see our flash study published today) due to a valuation that is more or less in line with our estimates (capitalisation of € 45.7bn at closing vs € 47.3bn expected, giving upside of 3.9%). We reiterate our Outperform recommendation on Vive...

Research Department
  • Research Department
VIV VIVENDI (Media)
OHL Obrascon Huarte... (Construction & Materials) ... (+6)

INFORME DIARIO 22 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, AENA, GRIFOLS, IBERDROLA, OHLA. EUROPA: VIVENDI. Europa se mantiene fuerte a pesar de China Poco duró el selloff en las bolsas de Europa, que recuperaron posiciones con fuerza en una sesión sin grandes novedades. En el Euro STOXX lideraron las ganancias B. Consumo y S. Financieros mientras que sólo Media y R. Básicos terminaron con cesiones en el día. Por el lado macro, en sus nuevas estimaciones económicas la OCDE revisó al alza todas las grandes economías como EE.UU, con un PIB de 6,9% en 2021 (+0,4 p.p. vs sus estimaciones en mayo) y 3,6%...

VIV VIVENDI (Media)
OHL Obrascon Huarte... (Construction & Materials)
AENA AENA SME SA (Industrial Goods & Services)
ACS Actividades de ... (Utilities)
IBE IBERDROLA S.A.
GRF SM Grifols (GRF SM...
Thomas Coudry
  • Thomas Coudry
VIV VIVENDI (Media)

VIVENDI (NEUTRAL, TP EUR12.2 vs EUR29.3) | Spinning off UMG from Viven...

VIVENDI (NEUTRAL, TP EUR12.2 vs EUR29.3) | Spinning off UMG from Vivendi:

VIV VIVENDI (Media)

Vivendi: 1 director

A director at Vivendi bought 5,000 shares at 10.550EUR and the significance rating of the trade was 55/100. 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 membe...

Jerôme Bodin
  • Jerôme Bodin
VIV VIVENDI (Media)
BOL BOLLORE (Industrial Goods & Services)

ODDO : Nouveaux ANR pour Bolloré et Vivendi – point sur notre scenario...

>Remise à jour de nos SOP Vivendi et Bolloré suite à l’IPO d’UMG - Suite à la cotation d’UMG hier nous mettons à jour nos modèles et valorisations pour Vivendi et Bolloré. Nous initions par ailleurs UMG aujourd’hui avec une recommandation Neutre (voir notre étude publiée ce jour) au regard d’une valorisation qui est à peu près conforme à celle que nous attendions (45,7 Md€ de capitalisation en clôture vs 47,3 Md€ attendu soit un potentiel de hausse de 3,9%). Nous réit...

Jerôme Bodin
  • Jerôme Bodin
VIV VIVENDI (Media)
BOL BOLLORE (Industrial Goods & Services)

ODDO : New NAV for Bolloré and Vivendi - update on our streamlining sc...

>Update to our SOTP for Vivendi and Bolloré after UMG’s IPO - Following the UMG listing yesterday, we are updating our models and valuations for Vivendi and Bolloré. Moreover, today we initiate coverage of UMG with a Neutral rating (see our flash study published today) due to a valuation that is more or less in line with our estimates (capitalisation of € 45.7bn at closing vs € 47.3bn expected, giving upside of 3.9%). We reiterate our Outperform recommendation on Vive...

Research Department
  • Research Department
VIV VIVENDI (Media)
OHL Obrascon Huarte... (Construction & Materials) ... (+6)

INFORME DIARIO 22 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, AENA, GRIFOLS, IBERDROLA, OHLA. EUROPA: VIVENDI. Europa se mantiene fuerte a pesar de China Poco duró el selloff en las bolsas de Europa, que recuperaron posiciones con fuerza en una sesión sin grandes novedades. En el Euro STOXX lideraron las ganancias B. Consumo y S. Financieros mientras que sólo Media y R. Básicos terminaron con cesiones en el día. Por el lado macro, en sus nuevas estimaciones económicas la OCDE revisó al alza todas las grandes economías como EE.UU, con un PIB de 6,9% en 2021 (+0,4 p.p. vs sus estimaciones en mayo) y 3,6%...

VIV VIVENDI (Media)
OHL Obrascon Huarte... (Construction & Materials)
AENA AENA SME SA (Industrial Goods & Services)
ACS Actividades de ... (Utilities)
IBE IBERDROLA S.A.
GRF SM Grifols (GRF SM...
Thomas Coudry
  • Thomas Coudry
VIV VIVENDI (Media)

VIVENDI (NEUTRAL, TP EUR12.2 vs EUR29.3) | Spinning off UMG from Viven...

VIVENDI (NEUTRAL, TP EUR12.2 vs EUR29.3) | Spinning off UMG from Vivendi:

VIV VIVENDI (Media)

Vivendi: 1 director

A director at Vivendi bought 5,000 shares at 10.550EUR and the significance rating of the trade was 55/100. 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 membe...

Jerôme Bodin
  • Jerôme Bodin
VIV VIVENDI (Media)
BOL BOLLORE (Industrial Goods & Services)

ODDO : Nouveaux ANR pour Bolloré et Vivendi – point sur notre scenario...

>Remise à jour de nos SOP Vivendi et Bolloré suite à l’IPO d’UMG - Suite à la cotation d’UMG hier nous mettons à jour nos modèles et valorisations pour Vivendi et Bolloré. Nous initions par ailleurs UMG aujourd’hui avec une recommandation Neutre (voir notre étude publiée ce jour) au regard d’une valorisation qui est à peu près conforme à celle que nous attendions (45,7 Md€ de capitalisation en clôture vs 47,3 Md€ attendu soit un potentiel de hausse de 3,9%). Nous réit...

Jerôme Bodin
  • Jerôme Bodin
VIV VIVENDI (Media)
BOL BOLLORE (Industrial Goods & Services)

ODDO : New NAV for Bolloré and Vivendi - update on our streamlining sc...

>Update to our SOTP for Vivendi and Bolloré after UMG’s IPO - Following the UMG listing yesterday, we are updating our models and valuations for Vivendi and Bolloré. Moreover, today we initiate coverage of UMG with a Neutral rating (see our flash study published today) due to a valuation that is more or less in line with our estimates (capitalisation of € 45.7bn at closing vs € 47.3bn expected, giving upside of 3.9%). We reiterate our Outperform recommendation on Vive...

Research Department
  • Research Department
VIV VIVENDI (Media)
OHL Obrascon Huarte... (Construction & Materials) ... (+6)

INFORME DIARIO 22 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, AENA, GRIFOLS, IBERDROLA, OHLA. EUROPA: VIVENDI. Europa se mantiene fuerte a pesar de China Poco duró el selloff en las bolsas de Europa, que recuperaron posiciones con fuerza en una sesión sin grandes novedades. En el Euro STOXX lideraron las ganancias B. Consumo y S. Financieros mientras que sólo Media y R. Básicos terminaron con cesiones en el día. Por el lado macro, en sus nuevas estimaciones económicas la OCDE revisó al alza todas las grandes economías como EE.UU, con un PIB de 6,9% en 2021 (+0,4 p.p. vs sus estimaciones en mayo) y 3,6%...

VIV VIVENDI (Media)
OHL Obrascon Huarte... (Construction & Materials)
AENA AENA SME SA (Industrial Goods & Services)
ACS Actividades de ... (Utilities)
IBE IBERDROLA S.A.
GRF SM Grifols (GRF SM...
Thomas Coudry
  • Thomas Coudry
VIV VIVENDI (Media)

VIVENDI (NEUTRAL, TP EUR12.2 vs EUR29.3) | Spinning off UMG from Viven...

VIVENDI (NEUTRAL, TP EUR12.2 vs EUR29.3) | Spinning off UMG from Vivendi:

VIV VIVENDI (Media)

Vivendi: 1 director

A director at Vivendi bought 5,000 shares at 10.550EUR and the significance rating of the trade was 55/100. 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 membe...

Jerôme Bodin
  • Jerôme Bodin
VIV VIVENDI (Media)
BOL BOLLORE (Industrial Goods & Services)

ODDO : Nouveaux ANR pour Bolloré et Vivendi – point sur notre scenario...

>Remise à jour de nos SOP Vivendi et Bolloré suite à l’IPO d’UMG - Suite à la cotation d’UMG hier nous mettons à jour nos modèles et valorisations pour Vivendi et Bolloré. Nous initions par ailleurs UMG aujourd’hui avec une recommandation Neutre (voir notre étude publiée ce jour) au regard d’une valorisation qui est à peu près conforme à celle que nous attendions (45,7 Md€ de capitalisation en clôture vs 47,3 Md€ attendu soit un potentiel de hausse de 3,9%). Nous réit...

Jerôme Bodin
  • Jerôme Bodin
VIV VIVENDI (Media)
BOL BOLLORE (Industrial Goods & Services)

ODDO : New NAV for Bolloré and Vivendi - update on our streamlining sc...

>Update to our SOTP for Vivendi and Bolloré after UMG’s IPO - Following the UMG listing yesterday, we are updating our models and valuations for Vivendi and Bolloré. Moreover, today we initiate coverage of UMG with a Neutral rating (see our flash study published today) due to a valuation that is more or less in line with our estimates (capitalisation of € 45.7bn at closing vs € 47.3bn expected, giving upside of 3.9%). We reiterate our Outperform recommendation on Vive...

Research Department
  • Research Department
VIV VIVENDI (Media)
OHL Obrascon Huarte... (Construction & Materials) ... (+6)

INFORME DIARIO 22 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, AENA, GRIFOLS, IBERDROLA, OHLA. EUROPA: VIVENDI. Europa se mantiene fuerte a pesar de China Poco duró el selloff en las bolsas de Europa, que recuperaron posiciones con fuerza en una sesión sin grandes novedades. En el Euro STOXX lideraron las ganancias B. Consumo y S. Financieros mientras que sólo Media y R. Básicos terminaron con cesiones en el día. Por el lado macro, en sus nuevas estimaciones económicas la OCDE revisó al alza todas las grandes economías como EE.UU, con un PIB de 6,9% en 2021 (+0,4 p.p. vs sus estimaciones en mayo) y 3,6%...

VIV VIVENDI (Media)
OHL Obrascon Huarte... (Construction & Materials)
AENA AENA SME SA (Industrial Goods & Services)
ACS Actividades de ... (Utilities)
IBE IBERDROLA S.A.
GRF SM Grifols (GRF SM...
Thomas Coudry
  • Thomas Coudry
VIV VIVENDI (Media)

VIVENDI (NEUTRAL, TP EUR12.2 vs EUR29.3) | Spinning off UMG from Viven...

VIVENDI (NEUTRAL, TP EUR12.2 vs EUR29.3) | Spinning off UMG from Vivendi:

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