Petrofac : Et maintenant des difficultés du côté de l’exécution
>Opinion Neutre maintenue, OC ajusté à 75 p (vs 120 p) - Au retard dans les prises de commandes viennent désormais s’ajouter des difficultés d’exécution sur un projet en Thaïlande. Nous avons une nouvelle fois ajusté en baisse nos attentes de résultats (EBIT 2023/24 -30% en moyenne). Le ramp-up des marges va prendre plus de temps qu’escompté créant ainsi des tensions qui pourraient perdurer autour de la situation financière du groupe. Il existe dans le secteur de nomb...Petrofac is a holding company. Co. is engaged as a service provider to the oil and gas production and processing industry. Co. designs, builds, operates and maintains oil and gas facilities. Co. has three segments: Engineering & Construction, which provides engineering, procurement and construction project execution services to the onshore and offshore oil and gas industry; Engineering & Production Services, which includes engineering and production services activities to the oil and gas industry; and Integrated Energy Services, which provides an integrated service for clients, with projects that cover upstream developments project, related energy infrastructure projects, and investment.
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.
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