Report
Thijs Berkelder

Boskalis : We trust the fairness of the Board, TP up to € 38.5

>End markets in multi-year recovery mode - In light of an expected further recovery in Dredging markets hopefully getting extra input from a new Suez canal expansion project, from improved budgets in commodity exporting regions (such as Brazil, West Africa, Middle East) but also from wind energy islands planned offshore Denmark and Belgium (will Russia situation also trigger Germany and the Netherlands into creating wind energy islands?), and expecting the Offshore En...
Underlying
Koninklijke Boskalis Westminster N.V.

Royal Boskalis Westminster is a service provider operating in the dredging, dry and maritime infrastructure and maritime services sectors. Co. is involved in dredging activities and provides a range of maritime services for the offshore energy sector. In addition, Co. provides towage services as well as emergency response and salvage related services. Co.'s main clients are oil, gas and power companies, port operators, governments, shipping companies, international project developers, insurance companies and mining companies. Co. operates on behalf of its clients in over 75 countries across six continents.

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
Thijs Berkelder

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