Report
Geoffroy Michalet

Wendel : Un CMD sans grandes annonces, qui laisse des options…et des questions… le sujet du dividende, sans surprise, est priorisé (+20%).

>Principale nouvelle à CT : dividende de +20% pour 2024, sans surprise - Nous écrivions dans notre étude « the Big Bang Theory » du 20 octobre 2023 qu’un des enjeux principaux d’une certaine catégorie d’actionnaires familiaux était le dividende que Wendel-Participations (détenant 39% du capital de Wendel et la majorité des droits de vote) allait percevoir. De ce point de vue, l’annonce d’une progression de c. 20% du dividende pour 2024 (au titre de 2023), soit c. 3.8 ...
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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