Report
Louis Boujard, CFA ...
  • Philippe Ourpatian

EDF : Solid resilience expected in H1

>Results set to be pretty resilient - EDF is due to report its H1 2020 results on Thursday 30 July before trading. The COVID-19 impacts are likely to be focused mainly on the disorganisation in the group’s maintenance programme which led it to slash its nuclear production target to a range of 315-325 TWh in 2020 and then 330-360TWh in 2021 and 2022. These levels compare to normative production for EDF which is generally expected at between 380 and 390 TWh. As regards ...
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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