Report
Geoffroy Michalet

Tikehau Capital : Des résultats en lignes sur la gestion d’actifs, mais le bilan impacté par le macro-hedge, sans surprise.

>De bons résultats en gestion d’actifs pour compte de tiers - Les résultats de la société de gestion d’actifs sont en bonne progression à 28.6 M€, soit +39.5%, proche de notre attente à 28.0 M€. La marge ressort donc à 32.4%, en progression de 5.4%. Cette bonne performance est notamment due à une gestion prudente des ressources humaines avec un gel des embauche sur la période, malgré la collecte.Les actifs sous gestion générant des commissions ont atteint 20.3 Md...
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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