Report
Geoffroy Michalet

Wendel : Une année 2023 active, malgré un ANR en légère baisse, dividende +25%

>Un ANR en très légère baisse, à cause des sociétés cotées - Au titre de l’exercice 2023, Wendel publie un ANR à 7.1 Md€, soit 160 € par action, en baisse de 4.6% (et de -2.7% retraité du dividende). Cette légère baisse est principalement due à la performance du portefeuille côté, toutes les participations, BVI, IHS et Tarkett ayant contribué négativement. A l’inverse, à portefeuille constant, les sociétés du portefeuille non coté ont progressé de 10%.La DFN glob...
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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