Report
Louis Boujard, CFA ...
  • Philippe Ourpatian

Enel : Entrée dans la Liste ODDO BHF de Valeurs Européennes Large Caps : Recovery certaine …et accélération de la profitabilité ?

>Thèse d’investissement. - Après un exercice 2022 difficile, le début d’année 2023 entérine une reprise en main politique par le nouveau gouvernement italien et le remplacement des deux principaux dirigeants des structures de décision du groupe. Au plan opérationnel, la publication du T1 2023 a marqué un certain retour à la normale en termes d’hydrométrie et de rattrapage des manques à gagner tarifaire en Italie et en Espagne. Nous considérons que ces changements impo...
Underlying
Enel SpA

Enel Societa Per Azioni is engaged in the generation and sale of electricity through its Generation, Energy Management and Sales Italy Division. Co. is also engaged in the distribution of electricity (Enel Distribuzione) and public and artistic lighting (Enel Sole) in Italy through its Infrastructure and Networks Division. Co.'s Iberia and Latin America Division coordinates Co.'s operations in the electricity and gas markets in Spain, Portugal and Latin America. Co.'s Engineering and Research Division manages the engineering processes related to the development and construction of power plants. Co.'s other divisions are the International Division as well as the Renewable Energy Division.

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

ResearchPool Subscriptions

Get the most out of your insights

Get in touch