Report
Louis Boujard, CFA ...
  • Philippe Ourpatian

ENGIE : En attendant le CMD…

>Beaucoup d’interrogations et peu de certitudes en amont du CMD - A la suite du roadshow que nous avons organisé avec les équipes IR d’Engie, nous estimons que 2 sujets continuent de préoccuper les investisseurs : 1/ l’avenir du nucléaire en Belgique, 2/ les scénarios de croissance externe. La valorisation actuelle d’Engie nous semble sous-estimer la sensibilité du groupe au rebond des prix de l’énergie en Europe et à l’inverse continue de souffrir des incertitudes nu...
Underlying
ENGIE SA.

Engie is an industrial group, based in France, active in the fields of gas, electricity, energy services and the environment. Co. is an energy provider across the entire energy chain, in electricity and in natural gas, including: purchase, production and commercialization of natural gas and electricity; transport, distribution, management and development of major natural gas infrastructures; design and commercialization of energy services and environment-related services. Co.'s activities are conducted through five segments: Energy Europe, Energy International, Global Gas and LNG, Infrastructures, and Energy Services.

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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