Report
Jerôme Bodin

Bollore : Compagnie de l’Odet, Bolloré and Vivendi: and if only one remains in 2023?

>Bolloré has the financial wherewithal to compress the three structures, retain control and create significant value - The divestment of Bolloré Africa Logistics should be finalised in Q1 2023 and enable Bolloré to generate cash proceeds of € 5.7bn. We think that this deal will be finalised and it constitutes the starting point for our analysis. Our view is that this sum could be used to launch offers on Bolloré and Vivendi and that it would be enough to enable Sofibo...
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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