• Ticker861873
  • ISINDE0008618737
  • SectorOil & Gas Producers
  • CountryUnited Kingdom

Analysts

Ahmed Ben Salem

ODDO : IEA report: deficit risk taking shape, producer countries called on to keep their promises to avoid a further rise in oil prices

>Growth in demand still solid but not risk-free - The IEA maintains unchanged its demand growth estimates for 2018 at 1.4 Mb/d and at +1.5 Mb/d for 2019 to reach 100.8 Mb/d, i.e. a sustained pace. In OECD countries, demand is forecast to grow by close to +250 kb/d in 2018 and +260 kb/d in 2019 with solid growth in the US, a decline in Europe this year followed by growth of +95 kb/d in 2019, and a decline in Asia. The IEA expects global growth to remain solid at +3.9% ...

Ahmed Ben Salem

ODDO : Rapport AIE: un risque de déficit se profile, les pays producteurs appelés à tenir leurs promesses pour éviter une nouvelle hausse du prix du pétrole

>Une croissance de la demande toujours solide mais pas sans risque - L’AIE a maintenu inchangées ses estimations de croissance de la demande pour 2018 à 1.4 Mb/j et à +1.5 Mb/j en 2019 pour atteindre 100.8 Mb/j, soit un rythme soutenu. En zone OCDE, la croissance de la demande devrait avoisiner les +250 kb/j en 2018 et +260 kb/j en 2019 avec une croissance solide aux Etats-Unis, un déclin cette année suivi d’une croissance de 95 kb/j en Europe en 2019 et un déclin en ...

Ahmed Ben Salem ...
  • Alexandre Iatrides
  • Louis Boujard
  • Philippe Ourpatian
  • Vincent Maulay

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 14/09/2018

...

Ahmed Ben Salem ...
  • Aurelien Sivignon
  • Charles Lepetitpas
  • Fatma Agnès Hamdani
  • Hana Maalej
  • Harold De Decker
  • Jean-François Granjon
  • Louis Boujard
  • Nicolas David
  • Olivier Lebrun
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Corby

ODDO BHF Small & MIDCAP MORNING NEWS - 14/09/2018

...

Ahmed Ben Salem ...
  • Alexandre Iatrides
  • Louis Boujard
  • Philippe Ourpatian
  • Vincent Maulay

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/14/2018

...

Ahmed Ben Salem

ODDO : IEA report: deficit risk taking shape, producer countries called on to keep their promises to avoid a further rise in oil prices

>Growth in demand still solid but not risk-free - The IEA maintains unchanged its demand growth estimates for 2018 at 1.4 Mb/d and at +1.5 Mb/d for 2019 to reach 100.8 Mb/d, i.e. a sustained pace. In OECD countries, demand is forecast to grow by close to +250 kb/d in 2018 and +260 kb/d in 2019 with solid growth in the US, a decline in Europe this year followed by growth of +95 kb/d in 2019, and a decline in Asia. The IEA expects global growth to remain solid at +3.9% ...

Ahmed Ben Salem

ODDO : Rapport AIE: un risque de déficit se profile, les pays producteurs appelés à tenir leurs promesses pour éviter une nouvelle hausse du prix du pétrole

>Une croissance de la demande toujours solide mais pas sans risque - L’AIE a maintenu inchangées ses estimations de croissance de la demande pour 2018 à 1.4 Mb/j et à +1.5 Mb/j en 2019 pour atteindre 100.8 Mb/j, soit un rythme soutenu. En zone OCDE, la croissance de la demande devrait avoisiner les +250 kb/j en 2018 et +260 kb/j en 2019 avec une croissance solide aux Etats-Unis, un déclin cette année suivi d’une croissance de 95 kb/j en Europe en 2019 et un déclin en ...

Ahmed Ben Salem ...
  • Aurelien Sivignon
  • Charles Lepetitpas
  • Fatma Agnès Hamdani
  • Hana Maalej
  • Harold De Decker
  • Jean-François Granjon
  • Louis Boujard
  • Nicolas David
  • Olivier Lebrun
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Corby

ODDO BHF Small & MIDCAP MORNING NEWS - 14/09/2018

...

Ahmed Ben Salem ...
  • Aurelien Sivignon
  • Charles Lepetitpas
  • Fatma Agnès Hamdani
  • Hana Maalej
  • Harold De Decker
  • Jean-François Granjon
  • Louis Boujard
  • Nicolas David
  • Olivier Lebrun
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Corby

ODDO BHF Small & MIDCAP MORNING NEWS - 09/14/2018

...

Ahmed Ben Salem ...
  • Alexandre Iatrides
  • Louis Boujard
  • Philippe Ourpatian
  • Vincent Maulay

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 14/09/2018

...

Ahmed Ben Salem ...
  • Alexandre Iatrides
  • Louis Boujard
  • Philippe Ourpatian
  • Vincent Maulay

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/14/2018

...

Philip Morrish

Value Indicator - UK Main Market 15102018

Currently '(TM)Value Indicator - main market' is a value analysis of the Basic Resources, Construction & Materials, Telecoms and Utilities sectors of quoted companies on the London Stock Exchange's main market that provides the reader with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Main Market 03122018

Currently '(TM)Value Indicator - Main market' is a value analysis of the Basic Resources, Construction & Materials, Telecoms and Utilities sectors of quoted companies on the London Stock Exchange's main market that provides the reader with indicative longer-term target prcies.

ING
Hendrik Wiersma ...
  • Jeroen van den Broek
  • Job Veenendaal
  • Nadège Tillier
  • Suvi Platerink Kosonen

Coffee, Croissants & Credit/LeasePlan, Telecom Italia, EDP, Engie and BP

LeasePlan (LPTY) reported stable earnings YoY for 1Q19 as the higher operating costs offset the improving gross profit. LeasePlan had a solid 17.9% CET1 ratio leaving a 540bp buffer to its CET1 requirement. LeasePlan may diversify its capital base by issuing an AT1, a credit positive. We consider the green LPTY an interesting green alternative vs periphery green bonds. That said, the performance potential for LPTY vs NIBCAP in preferred senior looks limited at current trading levels. Please download the full report LeasePlan: Green LPTY with value vs green periphery bonds published last night ...

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