Added to YB: 2025-05-06
Pitch date: 2025-03-16
ODET.PA [bullish]
Compagnie de l'Odet
+0.74%
current return
Author Info
No bio for this author
Company Info
Compagnie de l'Odet engages in oil, communication, and industry business in France, Africa, the Americas, the Asia-Pacific, and other European countries.
Market Cap
EUR 6.2B
Pitch Price
EUR 1.5K
Price Target
3.4K (+130%)
Dividend
0.33%
EV/EBITDA
34.17
P/E
31.25
EV/Sales
3.14
Sector
Air Freight and Logistics
Category
special_situation
Compagnie de l'Odet - $ODET.PA
ODET.PA: French holding co w/ complex structure, 70% owner of Bolloré SE. Recent simplification moves (asset sales, spinoffs) unlocking hidden value. NAV dominated by UMG (49%), Canal+ (3.7%), Louis Hachette (2.5%), Havas (2.5%). Using adjusted share count reveals 28% discount vs Bolloré's own discount. 1.7-2.3x upside potential.
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