Compagnie de l'Odet S.A.

• Palm Harbour Capital Letter 2026 Q3 | 499 KB ↗ Palm Harbour Capital initiated Hanyang ENG, a Korean semiconductor-fab infrastructure supplier, citing expanding Samsung and SK hynix build-outs, cash backing and valuation. It cut oil and gas exposure, sold Watches of Switzerland and Piraeus Port Authority near fair value, and favors Odet after intra-group Bolloré dividends left its discount wider. third quarter 2026 0OPN ALFLE $117MBOIVF $12B +4

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