Professional
Added to YB: 2024-02-06
Pitch date: 2024-02-06
BOL.PA [bullish]
Bolloré SE
-19.94%
current return
Author Info
GreenWood Investors is a bottom-up, mostly long, concentrated and constructivist global investment firm focused on areas of pessimism, structural inefficiencies and low competition. Sign up for the newsletter.
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 13.6B
Pitch Price
EUR 6.06
Price Target
N/A
Dividend
1.66%
EV/EBITDA
5.14
P/E
30.39
EV/Sales
2.61
Sector
Oil, Gas and Consumable Fuels
Category
value
Greenwood Investors holding - Bollore SE ($BOL.PA)
BOL.PA: UMG growth underestimated, streaming shift to "artist-centric" model benefits UMG's top talent. Bolloré holds UMG at 118% of NAV, trades at 63% discount to NAV of mostly public securities & cash. Buybacks at <0.5x NAV, Vincent Bolloré may take private.
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