Tikehau Capital Partners SAS

Tikehau Capital SC is a France-based asset management and investment company. The Company invests in various asset classes, including Private Debt, which comprises debt financing transactions, such as senior debt, unitranche and mezzanine, as well as collateralized loan obligations; Real Estate, which focuses on commercial property and seeks sale and lease-back transactions in which the Company's vehicles act as purchaser; Private Equity, which encompasses investments in the equity capital of listed and non-listed companies, and Liquid Strategies, which encompasses investments in bonds, investment grade securities and the management of open-ended funds. Tikehau Capital SC operates either through direct equity investments or through its asset management subsidiary, Tikehau IM, on behalf of institutional and private investors. The Company has offices in Paris, London, Brussels, New York and Singapore, among others.
  • TickerTKO
  • ISINFR0013230612
  • ExchangeEuronext Paris
  • SectorFinancial Services
  • CountryFrance

Analysts

Anis Zgaya ...
  • Antoine Boivin-Champeaux
  • Aurelien Sivignon
  • Christophe-Raphaël Ganet
  • Fatma Agnès Hamdani
  • Geoffroy Michalet
  • Jean-François Granjon
  • Jeremy Garnier
  • Khaled Ben Amor
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 09/20/2019

...

Geoffroy Michalet

Tikehau Capital : H1 results and road show feedback: they are doing what they said they would Automatic adjustment to our target price following the capital increase

>Asset management: quality H1 results, gathering pace - The results published by the asset management activity (NOPAM = net operating profit from asset management) were in line with our forecast at € 20.5m (vs € 20m est.), representing organic growth of +15% and x2.2 with the integration of acquisitions (ACE / Sofidy). The margin rate improve to 27.0% vs 25.7% in n-1. With regards to outlook, we have not forgotten, as was the case last year, that the cost base is...

Anis Zgaya ...
  • Antoine Boivin-Champeaux
  • Aurelien Sivignon
  • Christophe-Raphaël Ganet
  • Fatma Agnès Hamdani
  • Geoffroy Michalet
  • Jean-François Granjon
  • Jeremy Garnier
  • Khaled Ben Amor
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 20/09/2019

...

Geoffroy Michalet

Tikehau Capital : Résultat S1 + feedback roadshow : ce qui fut dit est en train d’être fait. Ajustement mécanique de notre OC suite à l’AK

>Asset Management : des résultats S1 de qualité, montée en puissance - Les résultats de la société de gestion d’actifs (NOPAM = Net Operating Profit of AM) ressortent en ligne avec nos attentes à 20.5 M€ (vs 20 M€e) soit une progression de 15% en organique et de x2.2 avec l’intégration des acquisitions (ACE / Sofidy). Le taux de marge progresse à 27.0% vs. 25.7% en n-1. Concernant les perspectives, nous n’oublions pas que comme l’année dernière, la base de coûts ...

Anis Zgaya ...
  • Antoine Boivin-Champeaux
  • Aurelien Sivignon
  • Christophe-Raphaël Ganet
  • Fatma Agnès Hamdani
  • Geoffroy Michalet
  • Jean-François Granjon
  • Jeremy Garnier
  • Khaled Ben Amor
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 09/20/2019

...

Geoffroy Michalet

Tikehau Capital : H1 results and road show feedback: they are doing what they said they would Automatic adjustment to our target price following the capital increase

>Asset management: quality H1 results, gathering pace - The results published by the asset management activity (NOPAM = net operating profit from asset management) were in line with our forecast at € 20.5m (vs € 20m est.), representing organic growth of +15% and x2.2 with the integration of acquisitions (ACE / Sofidy). The margin rate improve to 27.0% vs 25.7% in n-1. With regards to outlook, we have not forgotten, as was the case last year, that the cost base is...

Anis Zgaya ...
  • Antoine Boivin-Champeaux
  • Aurelien Sivignon
  • Christophe-Raphaël Ganet
  • Fatma Agnès Hamdani
  • Geoffroy Michalet
  • Jean-François Granjon
  • Jeremy Garnier
  • Khaled Ben Amor
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 20/09/2019

...

Geoffroy Michalet

Tikehau Capital : Résultat S1 + feedback roadshow : ce qui fut dit est en train d’être fait. Ajustement mécanique de notre OC suite à l’AK

>Asset Management : des résultats S1 de qualité, montée en puissance - Les résultats de la société de gestion d’actifs (NOPAM = Net Operating Profit of AM) ressortent en ligne avec nos attentes à 20.5 M€ (vs 20 M€e) soit une progression de 15% en organique et de x2.2 avec l’intégration des acquisitions (ACE / Sofidy). Le taux de marge progresse à 27.0% vs. 25.7% en n-1. Concernant les perspectives, nous n’oublions pas que comme l’année dernière, la base de coûts ...

Geoffroy Michalet

Tikehau Capital : Feedback from CMD and capital increase

>Capital Market Day: useful clarifications on asset classes - At its Capital Market Day held in London last week, Tikehau Capital recapped in detail on each of its strategies, indicating the target IRR for each one and detailing the group’s various competitive advantages for these asset classes. Moreover, it provided the company with the opportunity to reiterate that its four current strategies (private debt, real estate, private equity and liquid strategies) are onl...

1 director bought

A director at Tikehau Capital bought 16,685 shares at 17.759EUR and the significance rating of the trade was 82/100. 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 bo...

Antoine Boivin-Champeaux ...
  • Charles Lepetitpas
  • Geoffroy Michalet
  • Jean Sassus
  • Jean-François Granjon
  • Louis Boujard
  • Nicolas David
  • Philippe Ourpatian
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 21/05/2019

...

Charles Lepetitpas ...
  • Geoffroy Michalet
  • Jean Sassus
  • Jean-François Granjon
  • Louis Boujard
  • Nicolas David
  • Philippe Ourpatian

ODDO BHF Small & MIDCAP MORNING NEWS - 05/21/2019

...

Alain William ...
  • Christophe Chaput
  • Fatma Agnès Hamdani
  • Geoffroy Michalet
  • Jean-François Granjon
  • Jerôme Bodin
  • Olivier Lebrun

ODDO BHF Small & MIDCAP MORNING NEWS - 03/26/2019

...

Alain William ...
  • Christophe Chaput
  • Fatma Agnès Hamdani
  • Geoffroy Michalet
  • Jean-François Granjon
  • Jerôme Bodin
  • Olivier Lebrun

ODDO BHF Small & MIDCAP MORNING NEWS - 26/03/2019

...

Anis Zgaya ...
  • Baptiste Lebacq
  • Christophe-Raphaël Ganet
  • Geoffroy Michalet
  • Jeremy Garnier
  • Louis Boujard
  • Nicolas Thorez
  • Philippe Ourpatian

ODDO BHF Small & MIDCAP MORNING NEWS - 03/22/2019

...

Florian Béchaz

Tikehau Capital - Assemblée Générale des actionnaires du 22 mai 2019

La société ne propose pas de vote sur la politique de rémunération 2019 des membres du conseil de surveillance alors que ceux-ci vont recevoir une rémunération à compter de 2018. La société n'explique par cette divergence avec la Loi Sapin 2. C'est ce manquement qui occasionne notre recommandons de vote Contre sur la résolution 1. Il est à noter que cette année la société propose de donner un avis consultatif sur la rémunération du Président du Conseil au titre de l’exercice 2018. Cette année la société ne verse pas de dividende à l’associé commandité.

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