Saipem : Equation difficile : COVID 19 + Mozambique + problème en éolien offshore
>Recommandation Sous-performance - Nous maintenons notre recommandation sur le titre, malgré une nette sous-performance sectorielle YtD. En effet, la visibilité reste, à ce stade, trop limitée avec toujours autant d’incertitudes sur une date de redémarrage du projet au Mozambique et maintenant des négociations à mettre en place avec ses prêteurs. Le risk/reward est à ce stade trop peu attractif ; nous réitérons notre recommandation Sous-performance et avons ajusté si...Saipem is a global contractor with local presence in Africa, Central Asia, America, the Middle East and South East Asia. Co. provides engineering, procurement, construction and installation services; and engineering, procurement and construction services to the oil and gas industry, both onshore and offshore, with a focus on projects, including activities in remote areas, in deep waters and on projects that involve difficult gas or crude supplies.
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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