Report
Geoffroy Michalet

Eurazeo : Brisker H1, with H2 set to pick up pace further

>H1 marks gradual acceleration - Eurazeo published this morning a net asset value per share of € 106.9 for H1 2024, down 2% compared with end-2023 (-4% on the total value, but -2% in euros per share with the impact of the SBB). The value of companies remaining in the portfolio fell by 0.6%, with the remainder (-3.7%) mainly due to changes in the business scope (mainly DORC). We are assuming a valuation for third-party AM of € 1.6bn, i.e. € 21.6 per share, giving a tot...
Underlying
Eurazeo SA

Eurazeo is a listed investment company in Europe. Co. invests in French or other European companies in which it can exercise influence. Co. divides its operaion in five divisions: Holding company, Eurazeo Capital, Eurazeo PME, Eurazeo Croissance, and Eurazeo Patrimoine. Holding company focuses on investment in non-consolidated fund business; Eurazeo Capital invests in companies valued over Euro150,000,000 to Euro200,000,000; Eurazeo PME invests in enterprises valued at less than Euro150,000,000 to Euro200,000,000; Eurazeo Croissance targets companies with high growth potential in promising markets; and Eurazeo Patrimoine groups Co.'s real estate asset management and investment 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
Geoffroy Michalet

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