Report
Emna Ben Bdira ...
  • Maxime Kogge

BHP ltd : H1 preview: fairly solid performance but lower iron prices and nickel slump pressuring the outlook

>Inflation is set to take a toll on H1 ahead of an expected recovery in H2 - BHP is due to report H1 2023-24 results (to end-December) on 19 February. The world’s largest mining group has already unveiled its production figures which were broadly in line with expectations aside from coking coal. We forecast underlying EBITDA of $ 14.1bn, in line with the Visible Alpha consensus but down 5% on H2 2022-23. While production, prices and forex are all expected to have a sl...
Underlying
BHP Group Ltd

BHP Billiton is a global resources company. Co. operates under a Dual Listed Company (DLC) structure, which consists of the BHP Billiton Limited Group and the BHP Billiton Plc Group, operating as a single economic entity. As of June 30 2017, Co. operated four reportable segments: Petroleum, which is involved in the exploration, development and production of oil and gas; Copper, which is involved in the mining of copper, silver, lead, zinc, molybdenum, uranium and gold; Iron ore, which is involved in the mining of iron ore; and Coal, which is involved in the mining of metallurgical coal and thermal (energy) coal.

Provider
Oddo BHF
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.

Analysts
Emna Ben Bdira

Maxime Kogge

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch