Report
Jerôme Bodin

Vivendi : A stock with weak exposure to the coronavirus in 2020

>In the short term, the risk of a slowdown linked to the coronavirus is limited - We review in the present Equity Flash Vivendi’s exposure to the coronavirus risk for 2020. Our comments pertain exclusively to 2020 and the health risk. It does not take into account in any way the risks of a possible economic crisis that would have a greater impact on all the group's activities. The analysis of the various activities shows that the group should be marginally impacted in...
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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