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Anis Zgaya ... (+3)
  • Anis Zgaya
  • Louis Boujard
  • CFA

ODDO : Engie & Grenergy : deux belles options pour jouer le stockage à...

Le stockage à grande échelle par batteries émerge comme une solution économique et rentable pour répondre aux besoins croissants de flexibilité des réseaux et à la problématique de la cannibalisation des prix liés à l’essor des énergies renouvelables intermittentes. Sur la base du plan de Capex estimé, nous sélectionnons Engie (Surperformance et OC à 22.5 €) dans le segment des Utilities intégrées et Grenergy (Surperformance, OC 90 € vs 81 €) dans celui des IPP pour s’exposer à cette thématique....

Anis Zgaya ... (+3)
  • Anis Zgaya
  • Louis Boujard
  • CFA

ODDO : Engie & Grenergy: two great options for large-scale storage

Large-scale battery storage is emerging as a cost-effective and profitable solution to the growing need for grid flexibility and the problem of price cannibalisation caused by the rise of intermittent renewable energies.. Based on the percentage of the estimated capex plan, we select Engie (Outperform and target price at € 22.5) in the integrated utilities segment and Grenergy (Outperform, target price € 90 vs € 81) in the IPP segment to gain exposure to this theme. We maintain our Outperformanc...

Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian

SGS AG: 1 director

A director at SGS AG bought 1,000 shares at 81.300CHF and the significance rating of the trade was 59/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing...

Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill

Coffee, Croissants & Credit/Engie and Vonovia

Utilities - Engie 1H25 results disappoint, we remain neutral

Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
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