Report
Baptiste Lebacq ...
  • Jean-François Granjon

ODDO : Sismique : la faille de San Andreas ou Stupeur et tremblement

La sismique qui avait initié en 2019 un premier rebond depuis la crise de 2014 va de nouveau être sacrifiée suite au changement de paradigme pétrolier. Le choc précédent avait amené à un repositionnement de nombreux acteurs sur des métiers différents et pour certains à l’adoption d’une stratégie « asset light ». Cette dernière devrait leur permettre d’ajuster plus facilement leur base de coûts dans un premier temps. Cependant, le renforcement de l’exposition aux métiers des donné...
Underlyings
CGG
CGG

CGG is a global participant in the geophysical seismic industry. Co. manufactures geophysical equipment and provides marine, land, and airborne data acquisition services. Co. also provides geosciences services, including data imaging, seismic data characterization, geosciences and petroleum engineering consulting services, and collecting, developing and licensing geological data. Co.'s clients are in oil and gas exploration and production industies. Co. divides its activities into four segments: Equipment, Contractual Data Acquisition, Geology, Geophysics and Reservoir (GGR), and Non-Operated Resources, including eight business lines, six Corporate functions, and four Group Departments.

PGS ASA

Petroleum Geo-Services is engaged in providing geophysical services and oil and gas production services. As of Dec. 31, 2001, Co. operated six Ramform design vessels in its marine seismic data acquisition operations.

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
Baptiste Lebacq

Jean-François Granjon

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