Report
Ahmed Ben Salem

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 14/06/2018

Nous relevons notre scenario de prix du pétrole de 58 à 72 $/b en 2018, de 60 à 70 $/b en 2019. Notre prix d’équilibre à LT passe de 60 à 65 $/b. Nous sommes 6% au-dessus du consensus. Nous augmentons nos OC de 8% en moyenne pour un potentiel de hausse aux alentours de 10%. Malgré la récente performance des majors, nous restons positifs sur le secteur et réitérons nos Achat sur RD Shell (nouveau Top pick, OC 2950p), Total (OC 59€) et Eni (OC 19 €) qui sont les mieux placés pour en bén...
Underlyings
Julius Baer Physical Platinum Fund Ax GBP

Repsol SA

Repsol is an oil and gas company. Co. is engaged in all the activities relating to the oil and gas industry, including exploration, development and production of crude oil and natural gas, transportation of oil products, liquefied petroleum gas (LPG) and natural gas, refining, the production of a wide range of oil products and the retailing of oil products, oil derivatives, petrochemicals, LPG and natural gas, as well as the generation, transportation, distribution and supply of electricity. Co. operates in more than 40 countries. Co.'s operations are divided into four segments: Upstream, Downstream, LNG and Gas Natural Fenosa.

Royal Dutch Shell PLC CEDEAR

Schaeffler AG

Total Face Group

Total Face Group is engaged in the provision of cosmetic and aesthetic medical skin clinic 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
Ahmed Ben Salem

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