Report
Jerôme Bodin

Bolloré : Compagnie de l’Odet, Bolloré et Vivendi : et s’il ne devait en rester qu’une en 2023 ?

>Bolloré dispose du cash pour compresser les trois structures, garder le contrôle et créer fortement de la valeur - La cession de Bolloré Africa Logistics devrait être finalisée au T1 2023 et permettre à Bolloré de récupérer 5.7 Md€ de cash. Nous estimons que cette opération devrait être finalisée et constitue le point de départ de notre analyse. Notre vue est que cette somme pourrait être utilisée pour lancer des offres sur Bolloré et Vivendi et qu’elle est suffisant...
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