Oddo BHF - Areva SA Orano : Un nouveau cycle

Report

Oddo BHF

Carole Braudeau

Orano : Un nouveau cycle

Nous sommes confiants sur la dynamique opérationnelle d’Orano pour plusieurs raisons : - . Le contexte de marché est porteur compte tenu de l’augmentation attendue de la demande d'énergie nucléaire à moyen et long terme (relance du nucléaire en France et dans certains autres pays) et de la volonté des occidentaux de réduire leur exposition à l’uranium en provenance de Russie (en particulier dans l’Enrichissement et la Conversion). - Il offre de vraies opportunités de gains de part ...

29/08/2023 1 FR

Underlying

Areva SA

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FR0011027143 France

Provider

Oddo BHF

Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

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Analysts

Carole Braudeau

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Oddo BHF

Orano : A new cycle

We are confident about Orano's operating momentum for several reasons: - . The market context is buoyant, given the expected increase in demand for nuclear energy in the medium and long term (nuclear revival in France and certain other countries) and Western countries' determination to reduce their exposure to uranium from Russia (particularly in enrichment and conversion). - It offers real opportunities for market share gains, at a time when Orano is studying ambitious projects to...

August 29, 2023 August 29, 2023 1 EN

Oddo BHF

Orano : In full serenity

Orano produced a strong set of H1 2022 figures, with organic sales growth of 9.7% and a sharp increase in EBITDA, driven by higher prices in uranium, conversion and enrichment markets linked to the war in Ukraine. - The only black spot was a net loss of -€ 359m at group level, caused by the decline in financial markets which took a heavy toll on the return on end-of-lifecycle assets. - The group continues to draw down debt and revised up its sales target for 2022 to € 4.2bn (from "c...

August 30, 2022 August 30, 2022 1 EN

PMI (Europe/US), FOMC minutes, UK inflation

...

May 17, 2024 May 17, 2024 1 EN

Bruno Cavalier

Bruno Cavalier

PMI (Europe/US), Minutes du FOMC, Inflation UK

...

May 17, 2024 May 17, 2024 1 FR

Matthias Desmarais

Matthias Desmarais

Oddo’s 2 Weeks Ahead_Friday 17 May 2024

...

May 17, 2024 May 17, 2024 1 EN

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Orano : Un nouveau cycle

Orano : A new cycle

Orano : In full serenity

PMI (Europe/US), FOMC minutes, UK inflation

PMI (Europe/US), Minutes du FOMC, Inflation UK

Oddo’s 2 Weeks Ahead_Friday 17 May 2024

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