Added to YB: 2025-08-14
Pitch date: 2025-08-12
ODET.PA [bullish]
Compagnie de l'Odet
-2.97%
current return
Author Info
No bio for this author
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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 5.4B
Pitch Price
EUR 1.0K
Price Target
3.1K (+205%)
Dividend
0.37%
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Air Freight and Logistics
Category
value
Show full summary:
Compagnie de l’Odet (ODET FP) – Music to my ears
ODET.PA: French holding company at 50% discount to €3,055 NAV; owns UMG (€8B), Canal+ (€1B), Havas (€0.5B), Louis Hachette (€0.4B), Vivendi (€1B) + energy/film/mobility ops. Galaxy simplification underway. Bull case: strong portfolio, AMF protection for minorities, 100%+ upside as discount narrows.
Read full article (6 min)