Subsea 7 : « Début de hausse des prix » : la lumière au bout d’un très long tunnel
>Opinion Achat inchangée, OC 145 NOK - Nous maintenons notre opinion Achat (OC 145 NOK) compte tenu du positionnement unique sur le métier de l’offshore où des hausses de prix sont désormais perceptibles (effet lag de 2/3 ans sur l’EBITDA). Subsea 7 devrait pleinement en bénéficier compte tenu de son positionnement unique sur ce segment de marché. Le track record lors de ce passage d’un (long) creux de cycle a été très bon et les complémentarités avec un acteur comme ...Subsea 7 is a provider of seabed-to-surface engineering, construction and services contractor to the offshore energy industry. Co. provides products and services required for subsea field development, including project management, design and engineering, procurement, fabrication, survey, installation, and commissioning of production facilities on the seabed and the tie-back of these facilities to fixed or floating platforms or to the shore. Co. also provides products and capabilities to deliver full Life of Field services to its clients. Through its i-Tech Division, Co. provides remotely operated vehicles and tooling services to support exploration, production and drilling activities.
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.