Report
Geoffroy Michalet

Peugeot Invest : ANR en baisse au S1, ça devrait être pire au S2, mais le marché sur-anticipe, la décote ressort à 62%. OC ajusté à 115 € vs 145 €

>ANR en légère baisse au S1…en attendant pire au S2 - Peugeot Invest a publié ses résultats semestriels. L’ANR ressort à 226.7 M€, en baisse de 4% depuis fin 2023. L’Actif brut ressort à 6.4 Md€ et l’actif net à 5.6 Md€. La partie non-gérée du portefeuille (Peugeot 1810) qui représente 51% de l’actif brut (soit 3.2 Md€) et composé des participations dans Stellantis et Forvia, a baissé de 14%, à 3.2 Md€ vs 3.7 Md€. En particulier, Stellantis a baissé de 13% au S1...
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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