Oddo BHF - RWE AG (RWE) RWE : Très bons résultats 2023 mais toute l’attention porte sur la suite

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Oddo BHF

Louis Boujard, CFA ...

Philippe Ourpatian

RWE : Très bons résultats 2023 mais toute l’attention porte sur la suite

>Opinion Surperformance confirmée OC abaissé à 46 € vs 50 € - RWE a publié ses résultats préliminaires vendredi pendant la journée et ils sont ressortis supérieurs à la guidance et à nos estimations pour 2023. Le groupe a cependant reconnu que la baisse récente des prix de l’énergie l’amenait à anticiper des résultats 2024 qui se situeraient vers le bas de sa guidance ce qui nous a conduit à ajuster à la baisse nos estimations de BPA de 3 à 8% sur la période 2024-30. ...

29/01/2024 1 FR

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.

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DE0007037129 Germany

Provider

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.

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Analysts

Louis Boujard, CFA

Philippe Ourpatian

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RWE : Très bons résultats 2023 mais toute l’attention porte sur la suite

RWE AG: 1 director

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/14/2024

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 14/03/2024

TKH GROUP NV : Definitely not a great start to the year but 2024 guidance reiterated

Demant A/S : Slower start to 2024, weaker dynamics in France, UK and China

Rémy Cointreau : La conf call du CA 23/24 ne donne pas plus de visibilité sur FY 24/25e

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