Report
Louis Boujard, CFA ...
  • Philippe Ourpatian

EDF : Phase I is launched, we factor 50% of the reform into our target price

>The deadline has yet to be set but the timetable seems clearly signposted - In launching the consultation on the implementation of new regulations for existing nuclear facilities, the government once and for all officially confirmed last Friday its decision that the way the electricity market is currently organised must come to an end soon. The document that was made public acknowledges that the ARENH mechanism as negotiated just under ten years ago with European par...
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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