Report
Jean-François Granjon

GTT : Visibilité confortée par les récentes commandes… Objectif de cours révisé en hausse à 120 € (vs 102 €). Conviction Midcaps pour le S1 2020

>Un newsflow qui restera favorable - De nos échanges avec le management (CEO, CFO, HIR) lors du Forum ODDO BHF, notre conviction sur le titre a largement été confortée. De ce fait, et à la lecture des commandes records affichées en 2019 (57 vs 48 en 2018), nous avons révisé en hausse notre séquence bénéficiaire post-2020 ainsi que notre objectif de cours (120 € vs 102 €). Les fondamentaux restent structurellement porteurs avec une hausse attendue du marché du GN...
Underlying
Gaztransport & Technigaz SA

Gaztransport & Technigaz is an engineering company specialized in membrane containment systems for liquefied gas transport and storage. Co. designs and markets technologies which combine operational efficiency and safety to equip liquefied natural gas (LNG) carriers, LNG floating platforms and multi-gas transport vessels. Co. also provides solutions for onshore storage tanks and the use of LNG as a fuel for vessels propulsion as well as a wide range of services in engineering, consultancy, training, maintenance assistance and technical studies at each stage of the liquefied gas chain.

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
Jean-François Granjon

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