Report
Jerôme Bodin

Bollore : Might Bolloré become a holding company like Wendel or Peugeot Invest?

>A key question following the disposal of the logistics business: the group’s holding company profile - We examine Bolloré’s possible strategic objective following the sale of its logistics activities (Bolloré Africa Logistics and Bolloré Logistics - still ongoing). The bulk of Bolloré’s assets now comprise minority stakes, namely 30% of Vivendi and 18% of UMG. These two assets now account for ~70% of Bolloré’s market capitalisation. Based on a net cash position of € ...
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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