Subsea 7 : Une visibilité renforcée, on maintient le cap
>Surperformance OC relevé à 200 NOK - A l’issue de la publication des résultats 2022 et de la conférence téléphonique, nous avons ajusté notre séquence d’EBITDA 2023/2025 en hausse de 15% en moyenne (la baisse de 6% de notre estimation de BPA vient de la fiscalité). Le groupe est, selon nous, bien positionné pour surfer sur l’accélération à venir des Capex en offshore (nous tablons sur un marché en croissance annuelle moyenne plus de 10% sur 2022/2025e) ainsi qu...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.
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