The 2024 Sohn London Conference featured a presentation by Anne-Sophie d'Andlau, Co-Founder and Deputy CEO of CIAM. Her focus was on Vivendi's proposed demerger, a strategic move that has sparked significant debate among investors and analysts alike. Below is an in-depth analysis of her insights, including implications for other companies mentioned, and the potential impact on Vivendi and its shareholders.
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Background on Vivendi's Demerger Proposal
Vivendi, a French media conglomerate, announced plans to demerge into four separate entities, with listings in the UK, Netherlands, and France. The rationale behind this move, as stated by Vivendi, was to reduce the conglomerate's significant market discount, which currently hovers around 40%.
