Report
Louis Boujard, CFA ...
  • Philippe Ourpatian

EDF : Further proof that the markets do not like uncertainty

>Consensus difficult to find - According to BFM Business a French delegation went to Brussels last week to meet with the EC president Ursula von de Leyen. In exchange for the regulation of nuclear tariffs with a view to ensuring a sufficient cash flow level to fund the extension of French nuclear power plants, the European Commission has requested that activities open to competition (EDF Vert: distribution, energy supply and renewables) are held by a holding company ...
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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