Report
Jerôme Bodin

Vivendi : Négociations exclusives pour la cession de Bolloré Logistics à CMA CGM pour 5 Md€ - et ensuite ?

>Bolloré en passe de céder ses dernières activités logistiques - Bolloré a annoncé hier être entré en négociations exclusives avec CMA CGM pour une cession de Bolloré Logistics sur la base d’une valorisation de 5 Md€ (sans dette). Cette opération avait été évoquée par la presse début février. Le groupe annonce parallèlement un relèvement du prix de l’OPRA qu’il avait annoncé le 14/03 (+0,25 € soir 6 € au final). Bolloré serait alors quasiment recentré sur les médias ...
Underlyings
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.

Vivendi SE

Vivendi is an audiovisual group active in the entertainment industry with activities in music, TV, cinema, mobile, fixed and internet, and games. Co.'s operations are divided into five businesses: Canal+ Group which produces and distributes pay-TV in France, analog or digital, and is involved in film making; Universal Music Group which sells recorded music (physical and digital media); GVT which serves as a telecommunication operator for fixed ultra high-speed broadband, fixed-line telecommunications and Pay-TV in Brazil; SFR which is engaged in mobile phone services in France, as well as fixed and ADSL services; and Other Activities which involves ticketing, Wengo and Watchever.

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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