Report
Louis Boujard, CFA ...
  • Philippe Ourpatian

EDP Renovaveis : Un 2024 affecté par El Nino et les décalages solaires US

>Opinion Neutre maintenue et OC ajusté à 18.6 € vs 20.50 € - Les relations investisseurs d’EDP et d’EDPR étaient présentes à notre 27ème Forum. Concernant EDPR, nos discussions avec le groupe nous amènent à maintenir nos estimations 2023, en ligne avec les guidances mais à réviser nos attentes 2024 compte tenu essentiellement de la poursuite d’une moindre ressource éolienne et des mises en services solaires plutôt sur le S2 24 aux Etats-Unis. Notre BPA 2024 est abaiss...
Underlying
EDP Renovaveis SA

EDP Renovaveis is a renewable energy company based in Spain. Co. is engaged in activities related to the electricity sector, namely the planning, construction, operation and maintenance of electricity generating power stations, especially hydroelectric, mini-hydroelectric, wind, solar, thermal solar, photovoltaic, biomass and waste plants, among others. Co. designs, develops, manages and operates power plants. Co. generates electricity using renewable energy sources mostly wind energy. Co. owns EDP Renewables Europe that operates in several European countries and Horizon Wind Energy, which operates in the United States. Co. is a part of the Energias de Portugal group.

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
Louis Boujard, CFA

Philippe Ourpatian

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