Report
Baptiste Lebacq

Schoeller Bleckmann : AMS pèse sur la formation des résultats

>Opinion Surperformance et OC abaissé à 54 € - Post publication et conférence call, nous avons très marginalement ajusté notre séquence d’EBITDA 2024/2026e. La dynamique à l’International montre des signes d’inflexion (déstockage, pression sur les prix…). La baisse des BPA au niveau du groupe provient uniquement d’ajustements au niveau de cette division.La volonté d’accélération sur de nouveaux métiers devrait être clarifiée début 2025 et pourrait passer par des ...
Underlying
Schoeller-Bleckmann Oilfield Equipment AG

Schoeller-Bleckmann Oilfield Equipment is engaged as a producer of high precision components and a supplier of oilfield equipment for the oilfield service industry. Co. focuses on non-magnetic drillstring components (non-magnetic drill collars) and downhole tools for drilling and completing directional and horizontal wells. The High Precision Components segment consists of the manufacturing of MWD (Measuring While Drilling) and LWD (Logging While Drilling) precision drillstring components. The Oilfield Equipment segment comprises production and distribution of non-magnetic drill collars, drilling motors and tools for downhole circulation applications, repair and maintenance services.

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
Baptiste Lebacq

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