Report
Baptiste Lebacq

SLB : Accélération au Moyen-Orient, ce n’est pas un mirage

>Surperformance OC 70 $ vs 65 $ - La thématique de l’Energy Security est un véritable facteur de soutien et même accélérateur pour une reprise des Capex dans le secteur du O&G après plusieurs années (8 au total à l’international) de sous-investissements. A l’international, l’accélération du momemtum est perceptible via une accélération de l’activité au Moyen-Orient et en offshore et un retour du pricing power. Cette reprise forte des investissements va se prolonger su...
Underlying
Schlumberger NV

Schlumberger provides technology for reservoir characterization, drilling, production and processing to the oil and gas industry. The company has four segments: Reservoir Characterization, which consists of the principal technologies involved in finding and defining hydrocarbon resources; Drilling, which consists of the principal technologies involved in the drilling and positioning of oil and gas wells; Production, which consists of the principal technologies involved in the lifetime production of oil and gas reservoirs; and Cameron, which consists of the principal technologies involved in pressure and flow control for drilling and intervention rigs, oil and gas wells and production facilities.

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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