Report
Louis Boujard, CFA ...
  • Philippe Ourpatian

Verbund : Un profil « merchant » bien adapté pour capter les objectifs de verdissement

Après une année atypique marquée par une chute historique de la consommation d’électricité, les conditions sont maintenant réunies pour que les prix de l’électricité reprennent une tendance haussière. Le virage écologique des plans de relance nous semble propice à un retour de la croissance des résultats. La prime "verte" devrait soutenir le cours sachant que les risques de révision du consensus sont désormais plutôt orientés à la hausse. Opinion relevée à Achat vs Alléger, OC re...
Underlying
VERBUND AG Class A

Verbund is a public utility company engaged in the generation and transmission of electricity from subsidiaries' hydro and thermal power stations located throughout Austria. Through its subsidiaries, Co. is involved in the planning and construction of water systems, hydroelectric power plants, river structures, sewage disposal systems, and high voltage transmission towers and lines. Co. generates, trades and sells electrical energy to power exchange buyers, traders, energy supply companies and industrial companies as well as households and commercial customers.

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
Louis Boujard, CFA

Philippe Ourpatian

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