Report
Jerôme Bodin

Bolloré : Vers un ralentissement mais une situation différente du dernier cycle baissier

>Une forte baisse du cours de Bolloré mais un modèle plus résilient qu’en 2016 – OC ajusté à 4.2 € - Nous faisons un point sur Bolloré dans la perspective des résultats 2019 qui seront publiés le 12/03. Le titre a fortement baissé depuis 1 mois (-16%) dans le contexte de craintes d’un ralentissement des échanges commerciaux et donc de l’activité du pôle de transport et de logistique (~1/3 de la valeur des actifs du groupe). Alors que le titre Vivendi (aussi ~1/3 de la...
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
Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
Cor Kluis ... (+2)
  • Cor Kluis
  • Julian Dobrovolschi

ResearchPool Subscriptions

Get the most out of your insights

Get in touch