SCATEC : Un potentiel de création de valeur bien supérieur au secteur
Nous initions Scatec à Surperformance avec un OC de 105 NOK. Fort d’un plan stratégique axé sur une hausse de 50% de la capacité installée et recentré sur 4 pays, la société devrait générer une hausse de 11% par an de son EBITDA d’ici 2028. Avec un ROCE - CMPC moyen de 280 pb sur 2024-2028, son potentiel de création de valeur est supérieur au secteur alors que le titre affiche une décote de plus de 15%.Scatec Solar ASA is a Norway-based integrated independent solar power producer. It develops, builds, owns, operates and maintains solar power plants, and has several projects under development in Africa, the United States, Japan, Brazil the Middle East and Europe. The Company has three operating business segments: Power Production (PP), Operation & Maintenance (O&M), and Development & Construction (D&C). The PP segment comprises the Kalkbult and Linde plants in South Africa, the ASYV plant in Rwanda and four plants in the Czech Republic. The O&M includes services provided to solar power plants in which Scatec Solar participates or to third party plants constructed by the Company. The D&C comprises development activities as well as construction of solar power plants developed by Scatec Solar.
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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