Report
Jerôme Bodin

Vivendi : What could Vivendi look like in 2024?

>A shift from logistics towards media - We are considering the shape that Vivendi’s capital could take in the next 12 months. We are convinced that the links with Bolloré are set to be considerably reinforced and that the group should own at least 50% of the capital and probably far more. The consecutive divestments of Bolloré Africa Logistics and Bolloré logistics appear to be clues that increasing Bolloré’s stake in Vivendi (currently 29%) is a priority for the grou...
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

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