Report
Geoffroy Michalet

Tikehau Capital : A few extra details: Q3 gets off to a good start, costly hedging, cash and no guidance yet

>Q3 got off to a good start in terms of inflows: € 1.6bn - Just since 1 July, Tikehau has announced four factors to secure € 1.6bn inflows, even though the Q3 2019 base effect was already challenging with € 1.3bn in net inflows.They came from:i/ Private equity firm ACE Aéro Partenaires (created to support and consolidate the crisis-hit aero sector ) with € 630m (including € 230m from Tikehau's balance sheet, € 200m from the French government and € 200m from ...
Underlying
Tikehau Capital SCA

Tikehau Capital SCA Formerly known as Tikehau Capital SCS. Tikehau Capital SCA is a France-based asset management and investment company. The Company invests in various asset classes, including Private Debt, which comprises debt financing transactions, such as senior debt, unitranche and mezzanine, as well as collateralized loan obligations; Real Estate, which focuses on commercial property and seeks sale and lease-back transactions in which the Company's vehicles act as purchaser; Private Equity, which encompasses investments in the equity capital of listed and non-listed companies, and Liquid Strategies, which encompasses investments in bonds, investment grade securities and the management of open-ended funds. The Company operates either through direct equity investments or through its asset management subsidiary, Tikehau IM, on behalf of institutional and private investors. The Company has offices in Paris, London, Brussels, New York and Singapore, among others.

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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