Report
Jerôme Bodin

Bollore : Is a full review of the group's position in Italy under way?

>Disposal of Mediobanca and Mediaset to focus on Telecom Italia? - This article takes stock of Bolloré’s and Vivendi’s positions in Italy. We think that the group might have initiated a broad review of its positions in the country which should prompt it to reshuffle its assets there. The first step might be a disposal of its stake in Mediobanca (7.9%), possibly followed by its shareholding in Mediaset (28,8%). The second disposal might go hand in hand with an agreemen...
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

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