Report
Jerôme Bodin

Vivendi : Preview T3 – vers un bon T3 chez UMG et toujours des catalyseurs stratégiques

>Bon T3 et catalyseurs stratégiques - Nous faisons un point sur la publication du T3 de Vivendi qui aura lieu le 15/11 avec une conférence téléphonique à 18h00. Nous tablons sur une très bonne performance d’UMG avec une croissance organique de 12% (portée par un agenda de sortie très favorable et de forts succès aux Etats-Unis ; 9 des 10 premières places en septembre). La performance de Canal+ devrait être plus mitigée mais le momentum opérationnel s’améliore depuis ...
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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