Tikehau Capital : H1 results and road show feedback: they are doing what they said they would Automatic adjustment to our target price following the capital increase
>Asset management: quality H1 results, gathering pace - The results published by the asset management activity (NOPAM = net operating profit from asset management) were in line with our forecast at € 20.5m (vs € 20m est.), representing organic growth of +15% and x2.2 with the integration of acquisitions (ACE / Sofidy). The margin rate improve to 27.0% vs 25.7% in n-1. With regards to outlook, we have not forgotten, as was the case last year, that the cost base is...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.
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.
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