Professional
Added to YB: 2025-07-25
Pitch date: 2025-07-15
BOL.PA [neutral]
Bolloré SE
-11.1%
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 13.5B
Pitch Price
EUR 5.23
Price Target
N/A
Dividend
1.66%
EV/EBITDA
5.11
P/E
30.28
EV/Sales
2.59
Sector
Entertainment
Category
value
Highwood Value Partners Portfolio Holding: Bolloré SE
BOL.PA (holding update): Holding company with stakes in UMG & Vivendi. AMF blocked subsidiary buyouts, slowing corporate simplification but validating fair value estimates. UMG core asset growing 10% Q1 revenue/profit with strong subscription outlook. €6bn cash position provides optionality. Patient play with attractive risk/reward.
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