Tenaris : Les Amériques vont peser sur le S2 2023
>Opinion Sous-performance maintenue (OC 14 €) - Post publication et conférence téléphonique, nous avons ajusté à la hausse notre séquence d’EBITDA de 5% en moyenne (compte tenu d’une meilleure résilience des marges qu’anticipé sur le T2 2023 notamment) et réitérons notre recommandation Sous-performance sur le titre. Le downside peut sembler limité (5%) cependant les autres acteurs du segment Tubistes et équipements de forage (Vallourec et Schoeller Bleckmann) affiche...Tenaris manufactures and supplies seamless steel pipe products for the global oil and gas industry, as well as other industrial applications. Co. operates an integrated worldwide network of steel pipe manufacturing, research, finishing, and service facilities with industrial operations in the Americas, Europe, Asia, and Africa. Co. produces pipes for boilers, heat exchangers, hydraulic cylinders, automotive, structural and other industrial applications and supplies welded steel pipes for oil and gas pipelines in the South American region. Its principal products include casing, tubing, line pipe, and mechanical and structural pipes. Co.'s organizes its business around one segment: Tubes.
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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