Report
Louis Boujard, CFA ...
  • Philippe Ourpatian

EDF : Un objectif de production nucléaire 2018 atteignable mais pas de beaucoup

>Suivi continu des arrêts des centrales nucléaires d’EDF - Nous suivons régulièrement les arrêts du parc nucléaire d'EDF afin d'estimer l'impact sur la guidance du groupe et anticiper les écarts potentiels. Depuis le début de l'année, et sur la base du rythme des arrêts, nous pensons que l'objectif 2018 devrait être atteint, même si la marge de manœuvre est limitée à ce stade. A notre avis, notre estimation de 395 TWh (vs la guidance d’EDF de >395 TWh) est une hypothè...
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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