Report
Louis Boujard, CFA ...
  • Philippe Ourpatian

EDP Renovaveis : Une mise à jour stratégique bienvenue et rassurante

>Opinion Neutre maintenue et OC ajusté à 16.5 € (vs 17.0 €) - La performance au T1 24 est ressortie un peu au-dessus des attentes. Comme attendu le premier trimestre a été marqué par un effet de base négatif des prix du MWh et des conditions de ressources quelque peu défavorables. Le groupe a procédé à une mise à jour de ses objectifs 2024-2026. La nouvelle trajectoire correspond à notre séquence 2024-2026e, que nous avions ajustée à l’issue du roadshow du 20 mars 202...
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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