French Hidden Champions
Your newsletter which covers the French small, mid and large caps by a British private investor living in France. Long term investor who does a forensic of every company owned or studied.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 287 | Founded | 5 years ago | Last Issue | 5 days ago |
| Active | |||||
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frenchhiddenchampions.substack.comLatest Issues
Bolloré (EPA:BOL) H1 2026 results : explaining the subtleties and multiple options
Saying what they are doing and doing what they say
There was a full house at Puteaux for the H1 2026 results. As H1 results are now published in September and no longer in July for CSR reasons (lots more work to do),we won’t be seeing them...
Vicat : update following H1 2026 results
Dynamic and increasing perspectives
Vicat was initially analyzed here . It is a cement producer which is present in France of course but not only (India, USA, Senegal, Turkey…). Cement requires a lot of energy to be produced and is heavy t...
Bolloré : stopping Blueblus and refocusing Blue solutions on Gen4 batteries
Quite a news!
It was long-awaited news as both products have had a difficult time to find their market. Bolloré was conscious of these difficulties but as all the workforce of these two entities are based in Brittany, the decision is all t...
Vivendi valuation update following H1 2026 results: some changes!
Corporate costs initiatives and the impact of UMG share price
Vivendi share price is getting hit hard but isn’t it a little excessive. Sure UMG share price took a serious hit due to slower growth. But I do like the corporate costs initiati...
UMG : the most important asset of the Bolloré galaxy could be attractive
UMG is the most important asset for Bolloré. It is held both directly by Bolloré and indirectly through Vivendi.
Odet (Viencent Bolloré) sold its holding of UMG at 27,5€ after having bought them at 18-19€. In other words you have an indica...
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