Report
Louis Boujard, CFA ...
  • Philippe Ourpatian

RWE : Contact société : les nuages s’écartent

>Un contexte réglementaire stabilisé - Après une surperformance de 22% vs indice DJ Stoxx Utilities sur 12 mois, RWE a connu un début d’année plus difficile avec une sous-performance vs indice de 4%. Les arbitrages politiques sont maintenant rendus sur la plupart des zones et il s’avère que dans le cas de RWE, la capacité à stabiliser le système électrique et à poursuivre les investissements dans le renouvelable semble avoir été prise en compte dans les décisions qui ...
Underlying
RWE AG

RWE is an electricity and gas company. The Conventional Power Generation segment consists of the activities of RWE Power, Essent and RWE npower. The Supply/Distribution Networks Germany segment supplies electricity, gas and heat. The Supply Netherlands/Belgium segment comprises the activities of Essent in the Netherlands. The Supply United Kingdom segment comprises the operations of RWE npower. The Central Eastern and South Eastern European segment contains activities in the Czech Republic, Hungary, Poland, Slovakia, Turkey and Croatia. The Renewables, Upstream Gas & Oil and Trading/Gas Midstream segments include the activities of RWE Innogy, RWE Dea and RWE Supply & Trading, respectively.

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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