Report
Baptiste Lebacq

Subsea 7 : Message confortant et risque à MT de déficit d’actifs de pose de pipelines rigides

>Recommandation Achat OC 145 NOK - Nous maintenons notre recommandation Achat sur le titre (OC 145 NOK). Nous continuons de privilégier le segment de l’offshore où les décisions d’investissements devraient poursuivre leur accélération. Le groupe souligne pour la première fois qu’il y a un risque de déficit de certaines catégories d’actifs comme ceux liés à la pose de pipelines d’ici 2022/2023. La JV avec Schlumberger devient un acteur de référence pour les pétroliers ...
Underlying
Subsea 7 S.A.

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.

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

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch