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BHP Group Plc : La performance du T1 ne devrait pas être réitérée. Opinion Neutre

>Un T1 2020/2021 meilleur que prévu mais le T2 sera moins bon - La production du T1 2020/2021 (juillet-septembre 2020) est ressortie au-dessus de nos attentes (i.e. +2% en cuivre équivalent) grâce surtout à la bonne performance des divisions Metallurgical Coal et Iron Ore (mine de Jimblebar). En revanche, le management a indiqué qu’au T2, 1/ la division Petroleum serait impactée par la saison des ouragans (exceptionnellement disruptive) dans le golfe du Mexique (GoM) ...
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.

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.

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