Report
Geoffroy Michalet

Tikehau Capital : Belle performance de collecte, deal dans l’infrastructure US finalisé

>Résilience de la collecte, bilan en légère baisse mais rien d’alarmant - Tikehau Capital affiche des AUM pour le S1 2020 en AM à 24.0 Md€, en hausse de +3% (0.6 Md€) vs T1 2020 et des AUM globaux (incluant le bilan) en hausse de +1% (0.3 Md€) à 25.7 Md€. Cette hausse est la résultante des trois facteurs impactant les AUM, et nous l’analysons comme plutôt positive eu égard au contexte actuel : i/ La collecte nette à 1.1 Md€ sur le S1, avec un T2 en augmentation s...
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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