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Louis Boujard, CFA ...
  • Philippe Ourpatian

EDF : Deuxième travail d’Hercule : tuer l’hydre de Lerne

>Des conditions difficiles - Selon une information communiquée sur le site internet Reporterre, la Direction générale de la concurrence (DGCOMP) exigerait dans le cadre de la réforme de l’ARENH des concessions plus fortes en matière d’indépendance d’EDF que celles nécessaires au respect du cadre réglementaire européen. En particulier, la DGCOMP souhaite éviter que le soutien apporté au nucléaire régulé ne profite aux autres entités du groupe. Selon cette logique, la s...
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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