Professional
Added to YB: 2025-03-10
Pitch date: 2024-12-31
BOL.PA [neutral]
Bolloré SE
-20.47%
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 5.81
Price Target
N/A
Dividend
1.66%
EV/EBITDA
5.11
P/E
30.28
EV/Sales
2.59
Sector
Entertainment
Category
N/A
Marlton Partners Portfolio Holding: Bolloré SE
BOL.PA trimmed position: Vivendi spin-off of Canal+, Havas, Louis Hachette Group led to unexpected market valuations. Canal+ at 2x EV/EBITDA, Vivendi RemainCo at 50%+ discount to liquid portfolio. Bolloré's SOTP discount widened. Position cut 50%. Catalysts: ex-Rivaud consolidation, buybacks. 350bps loss realized.
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