Report
Geoffroy Michalet

Tikehau Capital : Résultat S1 + feedback roadshow : ce qui fut dit est en train d’être fait. Ajustement mécanique de notre OC suite à l’AK

>Asset Management : des résultats S1 de qualité, montée en puissance - Les résultats de la société de gestion d’actifs (NOPAM = Net Operating Profit of AM) ressortent en ligne avec nos attentes à 20.5 M€ (vs 20 M€e) soit une progression de 15% en organique et de x2.2 avec l’intégration des acquisitions (ACE / Sofidy). Le taux de marge progresse à 27.0% vs. 25.7% en n-1. Concernant les perspectives, nous n’oublions pas que comme l’année dernière, la base de coûts ...
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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