Saipem : Trop d’incertitudes du côté du Mozambique
>Visibilité obérée à cause de la situation au Mozambique - Nous maintenons notre recommandation à Sous-performance sur le titre malgré une performance YtD de -8%. L’absence de visibilité quant aux impacts de la situation au Mozambique devrait continuer de peser sur le titre. A l’issue de cette publication du T1 2021 et de la conférence call, nous avons ajusté notre séquence d’EBITDA de -10% (en moyenne) sur 2021/23, en fonction des indications sur les évolutions ...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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