Report
Geoffroy Michalet

Wendel : ANR T1 : 178.1 €/action, +11% YTD, tiré par BVI, et un peu le non-côté

>ANR T1 : 178.1€/action, bonne croissance - Au titre de son T1 2024, Wendel publie un ANR de 178.1 €, en bonne croissance par rapport à fin 2023 (160.2 €). Dans le détail, la valorisation des participations cotées progresse de 20% (+0.7 Md€ dont +0.8 Md€ pour BVI et -0.1 Md€ pour IHS). La valorisation des sociétés non-cotées est en très légère hausse de 2%, (avec Stahl et CPI bien orienté, au contraire d’Acams et Scalian). La LTV reste très maitrisée, à -5.1% pro...
Underlying
Wendel SE

Wendel is an investment company specializing in acquiring long-term holdings in industrial and services companies. Co.'s activities can be divided into six main divisions. Through Bureau Veritas, Co. provides conformity assessment services and certification. Through Stahl, Co. is engaged in high performance coatings and leather finishing products. Through Saint-Gobain, Co. manufactures, transforms and distributes construction materials. Through Legrand, Co. specializes in electrical and digital building infrastructures. Through Deutsch, Co. provides high-performance connectors. Through Materis, Co. provides specialty chemicals for construction.

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
Geoffroy Michalet

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