Report
Louis Boujard, CFA ...
  • Philippe Ourpatian

EDF : Dance with the billions

>Greater-than-expected drop in the volume of nuclear production - In a press release issued just before the market opened yesterday morning, EDF detailed its new estimates for nuclear production which, for the first time, factor in the impact of COVID-19. The nuclear production estimate has been cut to an historic extent compared with downward revisions seen in the past. The group is expecting nuclear production of 300 TWh in 2020 vs its initial estimate of 375TWh – 3...
Underlying
Electricite de France SA

Electricite de France is an integrated energy company with a presence in a range of electricity-related businesses: nuclear, renewable and fossil-fuel fired energy production, transmission, distribution, marketing as well as energy management and efficiency services, along with energy trading. Co. is an integrated energy company engaged in all aspects of the energy business: generation, transmission, distribution, supply and trading of energies. Co. is an electricity operator in France and abroad. The breakdown used by Co. for its activities is as follows: France; United Kingdom; Italy; Other International; and Other 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.

Analysts
Louis Boujard, CFA

Philippe Ourpatian

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