Report
Geoffroy Michalet

Tikehau Capital : Un gérant d’actifs alternatifs avant d’être un portefeuille de participations. Le changement de perception du statut boursier aidera au re-rating

La très forte dynamique de Tikehau Capital, que ce soit sur la collecte ou la structuration de l’entreprise, ne nous semble pas se refléter dans son cours. Notre OC de 33.4 € basé sur des hypothèses prudentes offert un potentiel de hausse important, justifiant une opinion Achat. Nous pensons que la montée en puissance de la gestion d’actifs alternatifs (offrant bonne visibilité et marges supérieures) aidera à faire évoluer la perception de la société, encore trop assimilée à son ...
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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