Professional
Added to YB: 2024-07-25
Pitch date: 2024-07-23
ODET.PA [bullish]
Compagnie de l'Odet
-3.57%
current return
Author Info
No bio for this author
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
4.7K (+252%)
Dividend
0.32%
EV/EBITDA
5.66
P/E
5.10
EV/Sales
2.90
Sector
Air Freight and Logistics
Category
value
East 72 Dynasty Trust Portfolio Holding: Compagnie de l'Odet
ODET.PA: Trades 20% below Bolloré's market value, which itself is 65% below real NAV. €4700 price target (+260%). Low risk, high upside. Bolloré cash hoard & simplification plans offer optionality. Chair noted low price at AGM. Fell 14% since June 2023. Discount widened from 5% to 20% in past year.
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