reports
- Aurelien Sivignon
- Baptiste Lebacq
- Benoit Valleaux
- Fehmi Ben Naamane
- Jeremy Garnier
- Jerôme Bodin
- Matthias Desmarais
- Nicolas David
- Oussema Denguir
- Roland Pfaender
- MBA
- CFA
- CCRA
- Stephane Houri
ALLIX WALLIX GROUP SA
GTT GAZTRANSPORT & TECHNIGAZ SA
MMB LAGARDERE SCA
ASY ASSYSTEM SA
SQI SQLI SA
PSB PSB INDUSTRIES SA
SRP SRP GROUPE SA
GFI GFI INFORMATIQUE S.A.
VETO VETOQUINOL SA
NRG NRJ GROUP SA
GBT GUERBET SA
GOE GROUPE GORGE SA
FCMC SOCIETE FERMIERE DU CASINO MUNICIPAL DE CANNES S.A.
ALVIV VISIATIV SA
SEFER SERGEFERRARI GROUP SA
AMPLI AMPLITUDE SURGICAL
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
INSD VERIMATRIX SA
COFA COFACE SA
PWG PRODWAYS GROUP SA
FCAS11 CARRASPIENTES S.A.
FII EDIFICIO CASTELO
OIC/H SUBSEA 7 INC.
ONECAP INVESTMENT CORP
- Aurelien Sivignon
- Baptiste Lebacq
- Benoit Valleaux
- Fehmi Ben Naamane
- Jeremy Garnier
- Jerôme Bodin
- Matthias Desmarais
- Nicolas David
- Oussema Denguir
- Roland Pfaender
- MBA
- CFA
- CCRA
- Stephane Houri
GTT GAZTRANSPORT & TECHNIGAZ SA
MMB LAGARDERE SCA
ASY ASSYSTEM SA
SQI SQLI SA
PSB PSB INDUSTRIES SA
SRP SRP GROUPE SA
GFI GFI INFORMATIQUE S.A.
VETO VETOQUINOL SA
NRG NRJ GROUP SA
GBT GUERBET SA
GOE GROUPE GORGE SA
ALVIV VISIATIV SA
SEFER SERGEFERRARI GROUP SA
AMPLI AMPLITUDE SURGICAL
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
INSD VERIMATRIX SA
COFA COFACE SA
PWG PRODWAYS GROUP SA
FCAS11 CARRASPIENTES S.A.
FII EDIFICIO CASTELO
OIC/H SUBSEA 7 INC.
ONECAP INVESTMENT CORP
- Baptiste Lebacq
Subsea 7 : Order intake: the volume is there but pricing is taking tim...
>Reduce recommendation maintained - We are sticking with our cautious stance on the stock. We have trimmed our earnings sequence as the group’s business activity and margins are taking longer than initially thought to pick up (mainly in the SURF & Conventional and Renewables & Heavy Lifting divisions). After adjusting our forecasts, our new target price works out at NOK 105 (vs NOK 110) and is still based on 24m fwd multiples of 13x in terms of P/E and of 8.5x in term...
- Baptiste Lebacq
Subsea 7 : Prises de commandes : du volume mais le pricing se fait att...
>Recommandation Alléger maintenue - Nous maintenons notre recommandation prudente sur le titre. Nous avons marginalement ajusté à la baisse notre séquence de résultats afin d’intégrer une remontée plus lente qu’initialement escompté de l’activité et des marges du groupe (principalement dans les divisions SURF& Conventional et Renewables & Heavy Lifting). Notre objectif de cours post ajustement de nos estimations ressort à 105 NOK (vs 110 NOK) et reste basé sur un mult...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.