Added to YB: 2025-09-23
Pitch date: 2025-09-19
ODET.PA [neutral]
Compagnie de l'Odet
-3.05%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
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 1.4K
Price Target
3.0K (+125%)
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:
Theodosian Capital | ODET – Interims
ODET.PA (update): French holdco at ~50% discount to €3,000 NAV vs €1,408 share price. Net cash €5.2bn provides optionality. H1 revenue €1.55bn, net income €257m. Buying back shares accretively, building stakes in Havas/Canal+. Key holding UMG attractive. Vivendi appeal in Nov.
Read full article (2 min)