Report
Jerôme Bodin

Bolloré : T3 mou dans le transport mais mix toujours favorable

>Opinion Achat réitérée - Bolloré a publié hier son CA du T3 ressorti en ligne avec nos attentes. Le principal élément est la décroissance organique du pôle « Transport & Logistique » qui ressort à -4%, pénalisée par un effet de base défavorable (+10% au T3 2018) et une baisse des volumes dans la commission de transport. L’impact sur la rentabilité devrait toutefois être très limité au regard de la variabilité des charges de cette activité. La tendance reste toutefoi...
Underlying
Bollore SA

Bollore is a holding company. Through its subsidiaries, Co. conducts business in international logistics, transportation and logistics in Africa (port management, stevedoring, logistics), fuel distribution, batteries and supercapacitors, electric vehicles, plastic films for capacitors and packaging, dedicated terminals and systems, plantations, communicationa and the media (television and free press, advertising and market research) and the management of portfolio shareholdings. Co.'s activities can be divided into four segments: Transportation and logistics, Industry, Fuel distribution, and Other activities.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Jerôme Bodin

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch