Report
Baptiste Lebacq

Petrofac : Se remettre en ordre de marche prend du temps

>Recommandation Neutre inchangée - La stratégie du groupe est axée autour de 3 objectifs : Rebalance/ Reshape/ Rebuild, une condition désormais indispensable réside dans l’accélération des prises de commandes, qui serait ainsi une preuve d’une confiance retrouvée du côté des donneurs d’ordres. Nous avons revu en baisse notre séquence d’EBIT de 30% en moyenne sur 2022/24.A ce stade et malgré la sous-performance du titre YTD (environ -10 % versus le reste de notre...
Underlying
Petrofac Limited

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.

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
Baptiste Lebacq

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