Report
Emna Ben Bdira ...
  • Maxime Kogge

BHP ltd : Preview S1 : performance plutôt solide mais la baisse du fer et le marasme dans le nickel pèsent sur les perspectives

>L’inflation devrait peser sur le S1 avant un rebond attendu au S2 - BHP publiera le 19 février ses résultats S1 2023/24 (clos au 31 décembre). Le premier groupe minier mondial a déjà dévoilé ses chiffres de production qui sont ressortis globalement en ligne avec les attentes hormis sur le charbon métallurgique. Nous tablons sur un EBITDA sous-jacent de 14,1 Md$ en ligne avec le consensus Visible Alpha mais en baisse de 5% vs S2 2022/23. Alors que la production, les p...
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

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