Oddo BHF - SAIPEM S.P.A. (SPM) Saipem : Le redressement semble se confirmer dans un environnement porteur

Report

Oddo BHF

Baptiste Lebacq

Saipem : Le redressement semble se confirmer dans un environnement porteur

>Opinion Neutre maintenue et OC relevé à 2 € - Post conférence call (pour de plus amples détails sur les résultats du T1 24 voir notre First Take du 23/04/2024), nous maintenons notre séquence d’EBITDA inchangée, l’ajustement au niveau des BPA sur 2024 provient uniquement de charges d’intérêt plus élevées qu’escompté (200 M€ vs 150 M€ auparavant). Nous relevons notre OC à 2 € afin d’intégrer : La hausse des comparables observée depuis notre dernière mise à ...

24/04/2024 1 FR

Underlying

SAIPEM S.P.A.

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IT0005495657 Italy

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

Baptiste Lebacq

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Saipem : Le redressement semble se confirmer dans un environnement porteur

Saipem : New strategy is paying off, but we remain conservative

Saipem : New strategy is paying off, but we remain conservative

ODDO BHF Small & MIDCAP MORNING NEWS - 04/24/2024

PostNL : A tough start of the year

Daimler Truck : Cautious tone on Europe, but North America holding up

Sixt SE : Q1 EBT at the lower end of the guidance- Residual Value issues should continue to hit Q2 EBT- 2024 guidance lowered (recovery expected in H2)

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