Added to YB: 2026-09-24
Pitch date: 2026-09-21
BOL.PA [neutral]
Bolloré SE
-1.36%
current return
Author Info
No bio for this author
Company Info
Bolloré SE engages in the transportation and logistics, communications, and industry businesses in France, rest of Europe, the Americas, the Asia-Pacific, and Africa.
Market Cap
EUR 10.2B
Pitch Price
EUR 3.68
Price Target
8.48 (+133%)
Dividend
2.20%
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Oil, Gas and Consumable Fuels
Category
value
The Monday Morning Briefing - Bolloré SE
BOL.PA (pass): Bolloré trades at €3.64, a 57% discount to adjusted NAV of €8.48, but that discount is unchanged from three years ago while market value per share has fallen 27%. Much of the €2B the group describes as coming back remains in listed subsidiaries with minority claims, while the failed 2024 Rivaud squeeze-out and UMG’s decline are cited as reasons discounts returned to mid-2023 levels; Odet and Lagardère are held instead.
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