Bolloré Africa Logistics sale agreement supports NAV uplift

26/05/22 -"The cut to our EPS estimates is mainly explained by the deconsolidation of UMG following the latter's spin-off from Vivendi, a necessary adjustment since Bolloré fully consolidates Vivendi's ..."

Executive summary
Conflict of interest

Pages

Language

English

Published on

26/05/22

Download

You may also be interested by these reports :

24/07/26

Deutsche Boerse

Deutsche Börse’s Q2-26 beat consensus (pretax +3%), with net revenue €1.62bn (+7%; +9% ex-treasury) and EBITDA €979m (+10%). Trading normalized as ...

24/07/26

Leonteq AG

H1-26 confirmed Leonteq’s profitability rebound, beating pre-tax consensus with a +10% fee income growth and a healthier revenue mix, validating that ...

23/07/26

Eurazeo

Eurazeo reported another good quarter on the asset management side with good fundraising, AUM growth, and an increase in management fees. The ...

22/07/26

BOLLORE

Yes indeed! Bolloré controls Vivendi

EXECUTIVE SUMMARY

Updates

Pension Risks

Target & Opinion

Governance & Management

Business & Trends

Graphics : Momentum

Money Making

Graphics : MACD & Volumes

Debt

Graphics : Sensitivities

Valuation

Sector: Performance

DCF

Sector: Key data

NAV/SOTP

Sector: Ratios & Valorisation

Worth knowing

Sector: Peers

Financials

Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking

Trading in corporate shares

Analyst ownership

Advising of corporate (strategy, marketing, debt, etc)

Research paid for by corporate

Provision of corporate access paid for by corporate

Link between and a banking entity

Brokerage activity at AlphaValue