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BHP Group Plc : CEO Mike Henry takes a pragmatic and disciplined approach. Reduce recommendation due to the commodity mix and weak growth

>CEO Mike Henry constructive despite the epidemic - We met with BHP’s CEO Mike Henry, who has held the position since January 2020. He stressed that despite uncertainty in the short term (coronavirus, constitutional debate in Chile, trade and geopolitical politics), demand, prices and payment conditions, notably in China, remain intact as does underlying demand (notably from integrated producer and state players). Management thinks that if the epidemic is contained in...
Underlying
BHP Group Plc

BHP Billiton is a resources company. Co. extracts and processes minerals, oil and gas, primarily in Australia and the Americas. Co. operates four reportable segments: Petroleum, which is engaged in the exploration, development and production of oil and gas; Copper, which is engaged in the mining of copper, silver, lead, zinc, molybdenum, uranium and gold; Iron Ore, which is engaged in the mining of iron ore; and Coal, which is engaged in the mining of metallurgical coal and energy coal. Co.'s Petroleum unit comprises conventional and unconventional oil and gas assets, and includes exploration, development and production activities.

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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.

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