Added to YB: 2025-02-25
Pitch date: 2025-02-22
ODET.PA [bullish]
Compagnie de l'Odet
-11.61%
current return
Author Info
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Company Info
Compagnie de l'Odet engages in energy, communication, and industry business in France, Africa, the Americas, the Asia-Pacific, and other European countries.
Market Cap
EUR 5.8B
Pitch Price
EUR 1.5K
Price Target
N/A
Dividend
0.32%
EV/EBITDA
5.66
P/E
5.10
EV/Sales
2.90
Sector
Air Freight and Logistics
Category
value
Show full summary:
Portfolio Change: Adyen Out, ODET In
ODET.PA: Trading at 32% of adjusted NAV. Components: €2480/share UMG stake (music royalty), €830/share Vivendi stake (undervalued), €1510/share net cash. Good capital allocators, UMG compounding double-digits. Family actions & generational shift may close NAV discount.
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