Report
Geoffroy Michalet

FFP : Feedback Roadshow, quelques éléments complémentaires

>Un parcours boursier étonnement corrélé à PSA et Safran - De manière surprenante, nous constatons que le cours de FFP, depuis le début de l’année, évolue complètement en ligne avec celui de PSA et de Safran, alors même que ces deux participations ne représentent que respectivement 28% et 6% de la GAV. C’est d’autant plus surprenant que finalement les pôles non côtés du portefeuille (40% de la GAV) ont eux été complètement résilients. Le marché semble ignorer la diver...
Underlying
FFP
FFP

Societe Fonciere, Financiere ACT is an investment holding company which acts as a long-term investor and an active shareholder. As of Dec 31 2010, Co. held 22.1% of the share capital of PSA Peugeot Citroen. Co. usually purchases minority stakes in companies with a large family shareholding. Co. has a portfolio of private equity funds which operate mainly in Europe and countries with emerging economies. Co. also operates a financial investment and cash management business, as well as a real estate and wine-producing businesses.

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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