Report
Jerôme Bodin

Vivendi : Qu’attendre du T3 2023 pour Vivendi ?

>Opinion Surperformance réitérée - Nous faisons un point sur nos attentes de CA T3 de Vivendi qui publiera le 19/10. Nous tablons sur une légère croissance de CA à l’échelle du groupe pour le T2 (+1,3%). Si Groupe Canal+ et Havas devraient afficher une dynamique positive, les effets de base sont difficiles sur plusieurs autres activités dont Gameloft et Vivendi Village. Nous n’identifions pas de catalyseur à un éventuel ajustement important de nos prévisions. Nous n’a...
Underlying
Vivendi SE

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.

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
Jerôme Bodin

Other Reports on these Companies
Other Reports from Oddo BHF
Ghada Ben Sedrine ... (+2)
  • Ghada Ben Sedrine
  • Nicolas David
Benoit Valleaux ... (+5)
  • Benoit Valleaux
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
Ghada Ben Sedrine ... (+2)
  • Ghada Ben Sedrine
  • Nicolas David

ResearchPool Subscriptions

Get the most out of your insights

Get in touch