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 PRESS RELEASE

Bolloré : Déclaration des transactions sur actions propres réalisées ...

Bolloré : Déclaration des transactions sur actions propres réalisées lors de la semaine du 14 avril au  18 avril 2025 BOLLORÉ Déclaration des transactions sur actions propres réalisées lors de la semaine du 14 avril au  18 avril 2025        Présentation agrégée par jour et par marché            Nom de l'émetteurCode Identifiant de l'émetteurJour de la transactionCode identifiant de l'instrument financierVolume total journalier(en nombre d'actions)Prix pondéré moyen journalier d'acquisition des actionsMarchéBOLLORE SE969500LEKCHH6VV86P9414/04/2025FR0000039299  27 909   5,18839AQEUBOLLORE S...

 PRESS RELEASE

Correction: Bolloré - Press release

Correction: Bolloré - Press release BOLLORÉ PRESS RELEASE April 17, 2025 On September 13, 2024, Bolloré SE had filed three alternative buyout offers followed by mandatory squeeze-outs on the shares of Compagnie du Cambodge, Financière Moncey, and Société Industrielle et Financière de l’Artois (SIF Artois). As compared to the 1-month VWAP of the target companies prior to the announcement of the tender offers, the cash offer, pursuant to the price increase decided on December 23, 2024, represented the following premiums: 50.5% for Compagnie du Cambodge shares;61.8% for Financière Moncey ...

 PRESS RELEASE

Correction: Communiqué du Groupe Bolloré

Correction: Communiqué du Groupe Bolloré BOLLORÉ COMMUNIQUÉ DE PRESSE Le 17 avril 2025 Bolloré SE avait déposé le 13 septembre 2024 trois offres publiques de retrait alternatives suivies d’un retrait obligatoire visant les actions de Compagnie du Cambodge, Financière Moncey et Société Industrielle et Financière de l'Artois (« SIF Artois »). Par rapport aux derniers cours moyens pondérés un mois des sociétés cibles précédant l’annonce de ces offres, leur branche numéraire extériorisait, après le rehaussement du prix décidé le 23 décembre 2024, des primes de : 50,5% pour les actions Comp...

 PRESS RELEASE

Bolloré - Press release

Bolloré - Press release BOLLORÉ PRESS RELEASE April 17, 2025 On September 13, 2024, Bolloré SE had filed three alternative buyout offers followed by mandatory squeeze-outs on the shares of Compagnie du Cambodge, Financière Moncey, and Société Industrielle et Financière de l’Artois (SIF Artois). As compared to the 1-month VWAP of the target companies prior to the announcement of the tender offers, the cash offer, pursuant to the price increase decided on December 23, 2024, represented the following premiums: 50.5% for Compagnie du Cambodge shares;61.8% for Financière Moncey shares;95.3%...

 PRESS RELEASE

Communiqué du Groupe Bolloré

Communiqué du Groupe Bolloré BOLLORÉ COMMUNIQUÉ DE PRESSE Le 17 avril 2025 Bolloré SE avait déposé le 13 septembre 2024 trois offres publiques de retrait alternatives suivies d’un retrait obligatoire visant les actions de Compagnie du Cambodge, Financière Moncey et Société Industrielle et Financière de l'Artois (« SIF Artois »). Par rapport aux derniers cours moyens pondérés un mois des sociétés cibles précédant l’annonce de ces offres, leur branche numéraire extériorisait, après le rehaussement du prix décidé le 23 décembre 2024, des primes de : 50,5% pour les actions Compagnie du Cam...

Pelham Smithers
  • Pelham Smithers

PSA Media & Entertainment: Video Game Third-Party Publishers’ FY24 Q4 ...

The US market has been good to Japanese game developers, so far, in 2025. Pelham Smithers updates us on what is performing well in the charts and what implications it has for the upcoming earnings season. Several companies have seen their shares rise April-to-date, so the FY25 outlook will be closely watched.

Tencent Holdings Limited: 1 director

A director at Tencent Holdings Limited sold after exercising options/sold 10,000 shares at 439.200HKD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's d...

 PRESS RELEASE

Bolloré : Déclaration des transactions sur actions propres réalisées l...

Bolloré : Déclaration des transactions sur actions propres réalisées lors de la semaine du 7 avril au  11 avril 2025 BOLLORÉ  Déclaration des transactions sur actions propres réalisées lors de la semaine du 7 avril au  11 avril 2025        Présentation agrégée par jour et par marché            Nom de l'émetteurCode Identifiant de l'émetteurJour de la transactionCode identifiant de l'instrument financierVolume total journalier(en nombre d'actions)Prix pondéré moyen journalier d'acquisition des actionsMarchéBOLLORE SE969500LEKCHH6VV86P9407/04/2025FR0000039299  39 554   4,94066AQEUBOLLORE SE96...

 PRESS RELEASE

BOLLORE SE : DECLARATION AU TITRE DE L’ARTICLE 223-16 DU REGLEMENT GEN...

BOLLORE SE : DECLARATION AU TITRE DE L’ARTICLE 223-16 DU REGLEMENT GENERAL DE L’AUTORITE DES MARCHES FINANCIERS BOLLORE SERaison sociale de l’émetteur : Bolloré SESociété EuropéenneCapital : 453 025 028 eurosSiège social : Odet - 29500 Ergué-Gabéric055 804 124 RCS Quimper DECLARATION AU TITRE DE L’ARTICLE 223-16 DU REGLEMENT GENERALDE L’AUTORITE DES MARCHES FINANCIERS La société informe ses actionnaires des éléments suivants au 31 mars 2025 : Total actions émises2 831 406 425Total droits de vote4 977 358 145Total droits de vote exerçables en assemblée4 957 021 458 Le 9 avril 2025 BOLLORÉ...

Charlotte Vaisse ... (+3)
  • Charlotte Vaisse
  • Oddo Sustainability Team
  • Stephane Houri
CON CONTINENTAL AKTIENGESELLSCHAFT
FP TOTAL SE
VIE VEOLIA ENVIRONNEMENT SA
MT ARCELORMITTAL SA
DB1 DEUTSCHE BOERSE AG
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
ADS ADIDAS AG
LI KLEPIERRE SA
PUM PUMA SE
COV COVIVIO SA
ORA ORANGE SA
HO THALES SA
GFC GECINA SA
NXI NEXITY SA CLASS A
LONN LONZA GROUP AG
FLY SOCIETE FONCIERE LYONNAISE SA
MF WENDEL SE
IDL ID LOGISTICS GROUP
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
VIRP VIRBAC SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
GEBN GEBERIT AG
RWE RWE AG
SAF SAFRAN S.A.
BOL BOLLORE SA
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CRG CRH PLC
TUB TUBACEX S.A.
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
KGX KION GROUP AG
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ANDR ANDRITZ AG
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
RACE FERRARI NV
DKG DEUTSCHE KONSUM REIT-AG
ASML ASML HOLDING NV
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
IMP IMPACT DEVELOPER & CONTRACTOR S.A.
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
SHUR SHURGARD SELF STORAGE LIMITED
Charlotte Vaisse ... (+3)
  • Charlotte Vaisse
  • Oddo Sustainability Team
  • Stephane Houri
CON CONTINENTAL AKTIENGESELLSCHAFT
FP TOTAL SE
VIE VEOLIA ENVIRONNEMENT SA
MT ARCELORMITTAL SA
DB1 DEUTSCHE BOERSE AG
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
ADS ADIDAS AG
LI KLEPIERRE SA
PUM PUMA SE
COV COVIVIO SA
ORA ORANGE SA
HO THALES SA
GFC GECINA SA
NXI NEXITY SA CLASS A
LONN LONZA GROUP AG
FLY SOCIETE FONCIERE LYONNAISE SA
MF WENDEL SE
IDL ID LOGISTICS GROUP
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
VIRP VIRBAC SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
GEBN GEBERIT AG
RWE RWE AG
SAF SAFRAN S.A.
BOL BOLLORE SA
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CRG CRH PLC
TUB TUBACEX S.A.
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
KGX KION GROUP AG
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ANDR ANDRITZ AG
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
RACE FERRARI NV
DKG DEUTSCHE KONSUM REIT-AG
ASML ASML HOLDING NV
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
IMP IMPACT DEVELOPER & CONTRACTOR S.A.
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
SHUR SHURGARD SELF STORAGE LIMITED
Charlotte Vaisse ... (+3)
  • Charlotte Vaisse
  • Oddo Sustainability Team
  • Stephane Houri
FP TOTAL SE
VIE VEOLIA ENVIRONNEMENT SA
TEMN TEMENOS AG
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
ADS ADIDAS AG
LI KLEPIERRE SA
COV COVIVIO SA
ORA ORANGE SA
BFIT BASIC-FIT NV
GFC GECINA SA
NXI NEXITY SA CLASS A
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
FLY SOCIETE FONCIERE LYONNAISE SA
MF WENDEL SE
IDL ID LOGISTICS GROUP
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
FAGR FAGRON SA
BLND BRITISH LAND COMPANY PLC
VIRP VIRBAC SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
GEBN GEBERIT AG
RWE RWE AG
SAF SAFRAN S.A.
BOL BOLLORE SA
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CRG CRH PLC
TUB TUBACEX S.A.
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
SLIGR SLIGRO FOOD GROUP N.V.
FDR FLUIDRA S.A.
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
KGX KION GROUP AG
CPINV CARE PROPERTY INVEST SA
ALVDM VOYAGEURS DU MONDE SA
SAFE SAFESTORE HOLDINGS PLC
ANDR ANDRITZ AG
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
RACE FERRARI NV
DKG DEUTSCHE KONSUM REIT-AG
SAE SHOP APOTHEKE EUROPE NV
ASML ASML HOLDING NV
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
IMP IMPACT DEVELOPER & CONTRACTOR S.A.
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
FQT FREQUENTIS AG WIENER
WDP WAREHOUSES DE PAUW SCA
NXFIL NX FILTRATION HLDG BV
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
DEME DEME GROUP NV
STM STABILUS SE
SHUR SHURGARD SELF STORAGE LIMITED
Jin Yoon
  • Jin Yoon

Tencent: Business Remains Intact

What’s New: We maintain our 1Q25 top- and bottom-line estimates as overall business could trend largely in-line with our expectations. Analysts: Jin Yoon

Julia Pan Mengyao ... (+2)
  • Julia Pan Mengyao
  • Ming San Soong

China Internet: Navigating headwinds and uncovering opportunities upon...

Chinese internet companies’ share prices have dropped 10-30% mtd following the implementation of incremental tariffs from the US. Chinese internet companies have limited business exposure to the US except for PDD’s Temu. However, the 34% tariffs announced by China on all US imports could have potential implications for China mega-caps’ AI capex in relation to US chip imports. We prefer domestic-focused plays which stand to benefit from domestic policy stimuli, with Southbound inflow to be a key ...

Jo Yee Ng ... (+9)
  • Jo Yee Ng
  • Julia Pan Mengyao
  • Keith Wee Teck Keong
  • Kitpon Praipaisarnkit
  • Ming San Soong
  • Paula Ruth
  • Roy Chen Chengzhi
  • Tanaporn Visaruthaphong
  • Thailand Research Team

Regional Morning Meeting Notes: Wednesday, April 09, 2025

GREATER CHINA Sector Internet Navigating headwinds and uncovering opportunities upon tariff pressures. INDONESIA Update Erajaya Swasembada (ERAA IJ/BUY/Rp348/Target: Rp480) Iphone 16 series to be available in 2Q25. Maintain BUY. MALAYSIA Update Matrix Concepts Holdings (MCH MK/BUY/RM1.27/Target: RM1.66) We view the RPT deal as fair and strategic as the acquisition allows Matrix to see faster ro...

Greater China Research Team ... (+5)
  • Greater China Research Team
  • Johnny Yum
  • Malaysia Research Team
  • Singapore Research Team
  • Thailand Research Team

Regional Strategy: Alpha Picks - April 2025

GREATER CHINA Strategy Alpha Picks: April Conviction Calls: Add CR Beer, Desay, JBM Healthcare, JD Logistics, Minth, WuXi App Tech and Xiaomi Corp to our BUY list. Take profit on AIA, Hansoh Pharma, JD and Zijin Mining. INDONESIA Strategy Alpha Picks: Outperform In Mar 25: Remove BBNI, BBRI, ASII, JSMR and KLBF; add BBCA, ICBP, ERAA and BUKA. MALAYSIA Strategy Alpha Picks: Pockets of Opportunities: Our Mar 25 Alpha Picks outperform. Apr 25 picks: Alpha IVF, Duopharma, IJM, IOI Properties, TIME...

MAJOR MAJOR CINEPLEX GROUP PCL
OU8 CENTURION
544 CSE GLOBAL LTD.
CTRA CIPUTRA DEVELOPMENT
EGCO ELECTRICITY GENERATING PUBLIC CO. LTD.
BBRI PT BANK RAKYAT INDONESIA (PERSERO) TBK CLASS B
V03 VENTURE CORPORATION LIMITED
ERW ERAWAN GROUP
EZQ CHINA MENGNIU DAIRY CO. LTD.
U96 SEMBCORP INDUSTRIES LTD.
B8O YANGZIJIANG SHIPBUILDING (HOLDINGS) LTD.
SXC SUNNY OPTICAL TECHNOLOGY (GROUP) CO. LTD.
JSMR PT JASA MARGA (PERSERO) TBK CLASS B
00285 BYD ELECTRONIC (INTERNATIONAL) CO. LTD.
01299 AIA GROUP LIMITED
00027 GALAXY ENTERTAINMENT GROUP LIMITED
3816 MISC BHD
BMRI PT BANK MANDIRI (PERSERO) TBK
KBANK KASIKORNBANK PUBLIC CO. LTD.
7113 TOP GLOVE CORPORATION BHD.
O39 OVERSEA-CHINESE BANKING CORPORATION LIMITED
601668 CHINA STATE CONSTRUCTION ENGINEERING CORP. LTD. CLASS A
X2S SINOPHARM GROUP CO. LTD. CLASS H
599A SANDS CHINA LTD.
CPN CENTRAL PATTANA PUBLIC CO. LTD.
ASII PT ASTRA INTERNATIONAL TBK
00700 TENCENT HOLDINGS LTD.
TRUE TRUE CORP. PUBLIC CO. LTD.
2318 PING AN INSURANCE (GROUP) COMPANY OF CHINA LTD. CLASS H
SATS SP SATS LTD.
D01 DAIRY FARM INTERNATIONAL HOLDINGS LIMITED
G13 GENTING SINGAPORE LIMITED
03690 MEITUAN CLASS B
RHBBANK RHB BANK BHD
GAM GAMUDA BHD
VSI V.S. INDUSTRY BERHAD
3933 THE UNITED LABORATORIES INTE
MYEG MY EG SERVICES BHD
MINT MAPLETREE INDUSTRIAL TRUST
CPALL TB CP ALL
SDPL SIME DARBY PLANTATION BHD
ECW ECO WORLD DEVELOPMENT GROUP
RATCH RATCH GROUP PUBLIC CO. LTD.
2013 WEIMOB INC
RGB RGB INTERNATIONAL BHD
WHA TB WHA CORP PCL
MPM MARCO POLO MARINE LTD
CSSC CHINA SUNSINE CHEMICAL HOLDINGS LTD
LREIT SP LENDLEASE GLOBAL COMMERCIAL REIT
3692 HANSOH PHARMACEUTICAL GROUP
MNSO MINISO GROUP HOLDING ADS (N SHARES)
CVL CIVMEC
002920 HUIZHOU DESAY SV AUTOMOTIVE CO LTD
02618 JD LOGISTICS INC
BBTN BANK TABUNGAN NEGARA PERSERO TBK PT
BBNI BANK NEGARA INDONESIA PERSER
EXCL XL AXIATA TBK PT
CMRY PT CISARUA MOUNTAIN DAIRY TBK
ITC I-TAIL CORPORATION PUBLIC COMPANY LIMITED
STM SEATRIUM LTD
NCKL PT TRIMEGAH BANGUN PERSADA TBK (HARITA NICKEL)
2232 CRYSTAL INTERNATIONAL GROUP LTD
YINSON YINSON HOLDINGS BHD
09961 CTRIP.COM INTERNATIONAL
BTG BETAGRO PUBLIC COMPANY LIMITED
LAGENDA LAGENDA PROPERTIES BHD
PEKAT PEKAT GROUP BHD
1523 PLOVER BAY TECHNOLOGIES LTD (1523 HK)
GEELY GEELY AUTOMOBILE
 PRESS RELEASE

Bolloré : Déclaration des transactions sur actions propres réalisées l...

Bolloré : Déclaration des transactions sur actions propres réalisées lors de la semaine du 31 mars au 4 avril 2025 BOLLORÉ Déclaration des transactions sur actions propres réalisées lors de la semaine du 31 mars au 4 avril 2025        Présentation agrégée par jour et par marché            Nom de l'émetteurCode Identifiant de l'émetteurJour de la transactionCode identifiant de l'instrument financierVolume total journalier (en nombre d'actions)Prix pondéré moyen journalier d'acquisition des actionsMarchéBOLLORE SE969500LEKCHH6VV86P9431/03/2025FR0000039299  44 586   5,45046AQEU...

Pelham Smithers
  • Pelham Smithers

Video Games Industry Round-up

Pelham Smithers updates us on software and hardware sales and Steam rankings for the last week of FY24.

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