Altamir is a listed private equity company that invests exclusively alongside or in the funds managed or advised by Apax Partners France and Apax Partners LLP. Co. provides investors access to a portfolio of companies with high-growth potential, diversified by geography and by size, across Apax's six specialization sectors: Telecom, Media, Technology, Retail & Consumer, Healthcare, and Business & Financial services. Telecom and Technology are managed by Altran Technologies, GFI Informatique and others; InfoPro manages Media; Retail & Consumer runs through Alain Aflelou 2, Cole Haan and others; Business & Financial Services runs through Buy Way, Albioma, and Texa among other entities.
  • TickerLTA
  • ISINFR0000053837
  • ExchangeEuronext Paris
  • SectorFinancial Services
  • CountryFrance

Analysts

Antoine Boivin-Champeaux ...
  • Aurelien Sivignon
  • Christophe-Raphaël Ganet
  • Geoffroy Michalet
  • Hana Maalej
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 03/14/2019

...

Geoffroy Michalet ...
  • Hana Maalej

Altamir : NAV inches up 0.8% in 2018

>NAV at € 21.72 per share at end-2018: +3.8% y-o-y dividend included - Altamir reported yesterday evening its NAV at end-2018, which came in at € 21.72 per share, slightly up by 0.8% y-o-y, and +3.8% y-o-y dividend included. This performance is mainly due to a 25% increase in average EBITDA generated by the portfolio companies, of which +15% organically (>group's 7% target), coupled with accretive build-up deals within the portfolio (e.g. Aricent for Altran and Axelli...

Antoine Boivin-Champeaux ...
  • Aurelien Sivignon
  • Christophe-Raphaël Ganet
  • Geoffroy Michalet
  • Hana Maalej
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 14/03/2019

...

Geoffroy Michalet ...
  • Hana Maalej

Altamir : ANR en légère hausse de 0.8% en 2018

>ANR de 21.72 € par action à fin 2018 : +3.8% yoy dividende inclus - Altamir a publié hier soir son ANR à fin 2018 qui ressort à 21.72 € par action, en légère hausse de 0.8% yoy, et de +3.8% yoy dividende inclus. Cette performance s’explique notamment par une hausse de 25% de l’EBITDA moyen des sociétés en portefeuille, dont +15% en organique (> l’objectif de 7% du groupe) couplée à des opérations de build-up relutives au sein du portefeuille (notamment Aricent pour A...

Antoine Boivin-Champeaux ...
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Hana Maalej
  • Harold De Decker
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Léopold Authié
  • Nicolas David
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 11/09/2018

...

Antoine Boivin-Champeaux ...
  • Aurelien Sivignon
  • Christophe-Raphaël Ganet
  • Geoffroy Michalet
  • Hana Maalej
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 03/14/2019

...

Geoffroy Michalet ...
  • Hana Maalej

Altamir : NAV inches up 0.8% in 2018

>NAV at € 21.72 per share at end-2018: +3.8% y-o-y dividend included - Altamir reported yesterday evening its NAV at end-2018, which came in at € 21.72 per share, slightly up by 0.8% y-o-y, and +3.8% y-o-y dividend included. This performance is mainly due to a 25% increase in average EBITDA generated by the portfolio companies, of which +15% organically (>group's 7% target), coupled with accretive build-up deals within the portfolio (e.g. Aricent for Altran and Axelli...

Antoine Boivin-Champeaux ...
  • Aurelien Sivignon
  • Christophe-Raphaël Ganet
  • Geoffroy Michalet
  • Hana Maalej
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 14/03/2019

...

Geoffroy Michalet ...
  • Hana Maalej

Altamir : ANR en légère hausse de 0.8% en 2018

>ANR de 21.72 € par action à fin 2018 : +3.8% yoy dividende inclus - Altamir a publié hier soir son ANR à fin 2018 qui ressort à 21.72 € par action, en légère hausse de 0.8% yoy, et de +3.8% yoy dividende inclus. Cette performance s’explique notamment par une hausse de 25% de l’EBITDA moyen des sociétés en portefeuille, dont +15% en organique (> l’objectif de 7% du groupe) couplée à des opérations de build-up relutives au sein du portefeuille (notamment Aricent pour A...

Hana Maalej ...
  • Jeremy Garnier

Altamir : NAV down in Q3 but continued favourable portfolio turnover - Neutral recommendation maintained and target price adjusted to € 16.1 (vs € 16.7)

>NAV at end-September of € 20.08/share: -4.7% in Q3 and +0.4% over nine months - Yesterday evening, Altamir reported a NAV at end-September of € 20.08 after a dividend payment of € 0.65 per share, down 3.8% from end-December 2017 (€ 21.54) and 4.7% from June 2018 (€ 21.11). Note that only listed shares are revalued in Q3. Over nine months, the NAV (dividend included) slightly increased by 0.4%. This underperformance is mainly due to the fall in the Altran share ...

1 director sold

A director at Altamir Amboise sold 512,378 shares at 16.515EUR and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of boa...

Antoine Boivin-Champeaux ...
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Hana Maalej
  • Harold De Decker
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Léopold Authié
  • Nicolas David
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 11/09/2018

...

Antoine Boivin-Champeaux ...
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Hana Maalej
  • Harold De Decker
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Léopold Authié
  • Nicolas David
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 09/11/2018

...

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

Charles Pinel

Proxy Report - 26/04/2018

Proxinvest a pris connaissance du rapport d'expertise Bergeras ( http://www.altamir.fr/pdf/action-en-justice/Rapport-d-expertise-du-9-fevrier-2018.pdf ) publié suite au différent entre Moneta et Altamir qui revient longuement sur un des problèmes majeurs d'Altamir, la décote anormale de son cours de bourse par rapport à son Actif Net Réévalué (ANR), actuellement de 40%. Selon Proxinvest cette décote s'explique principalement par des problématiques de gouvernance. Sur ce sujet Proxinvest attire particulièrement l'attention sur son analyse de la politique de distribution (résolutions 3 et 12) et...

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