Report
Baptiste Lebacq

Schoeller Bleckmann : Un carnet de commandes qui retrouve les points hauts de 2007

>Surperformance, OC 88 € - Post publication et conférence call, nous maintenons notre séquence d’EBITDA 2023/2025e, la dynamique à l’International devant se poursuivre sur les prochains trimestres. Schoeller Bleckmann dispose d’un positionnement unique dans notre échantillon et d’un business model qui a, par le passé, démontré sa résilience. La valorisation reste attractive avec un multiple de VE/EBITDA 2024e de 5x pour un rendement supérieur à 5%. Nous mai...
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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