Vivendi : A quoi pourrait ressembler Vivendi en 2024 ?
>Une bascule de la logistique vers les médias - Nous nous interrogeons sur la forme capitalistique que Vivendi pourrait présenter d’ici 12 mois. Notre conviction est que les liens avec Bolloré devraient être fortement renforcés et qu’il devrait détenir au moins 50% du capital et probablement nettement plus. Les cessions successives de Bolloré Africa Logistics et Bolloré Logistics nous semblent indiquer qu’un renforcement de Bolloré dans Vivendi (29% actuellement) est...Vivendi is an audiovisual group active in the entertainment industry with activities in music, TV, cinema, mobile, fixed and internet, and games. Co.'s operations are divided into five businesses: Canal+ Group which produces and distributes pay-TV in France, analog or digital, and is involved in film making; Universal Music Group which sells recorded music (physical and digital media); GVT which serves as a telecommunication operator for fixed ultra high-speed broadband, fixed-line telecommunications and Pay-TV in Brazil; SFR which is engaged in mobile phone services in France, as well as fixed and ADSL services; and Other Activities which involves ticketing, Wengo and Watchever.
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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