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Vallourec : Comment extérioriser de la valeur pour un fonds d’investissement ?

A l’issue de la restructuration financière finalisée mi-2021, près de 40 % du capital est entre les mains de 2 fonds : Apollo Global Management (26.88%) et Strategic Value Partners (12.3%). L’annonce courant S2 21 de la mise en place d’un nouveau set-up industriel pourrait être, selon nous, une première étape avant une refonte plus profonde du groupe. Les tensions actuelles sont un moyen de booster les investissements dans pétrole (puis le gaz) non-conventionnel. - Arrivée des fo...
Underlying
Vallourec SA

Vallourec SA is a France-based company, which specializes in the production of seamless and welded steel tube products for industrial applications. It operates through two segments: Seamless Tubes and Specialty Products. For the oil and gas industry, it designs and develops a comprehensive range of products including seamless tubes and connections for drilling operations, line pipes and well equipment. For the power generation market, it offers tubes that withstand severe temperature and pressure conditions. Its solutions enable power companies to meet the challenges of energy efficiency and reduce CO2 emissions in power plants. It also offers a wide range of tubes for petrochemical installations (refineries), for mechanical engineering applications (hydraulic cylinders and machine tools), for the automotive industry, for construction (stadiums, other complex buildings and structures) and for various other industrial sectors. It operates through Vallourec Solucoes Tubulares do Brasil.

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.

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