BP is an integrated oil and gas group based in the United Kingdom. Co. is engaged in the exploration and production of crude oil and natural gas; refining, marketing, supply and transportation; and the manufacture and marketing of petrochemicals. Co. operates globally, with business activities in Europe, the U.S., Canada, Russia, South America, Australasia, Asia and parts of Africa. Co. operates in two business segments: Exploration and Production - including oil and natural gas exploration and development and production; and Refining and Marketing- activities include the refining, manufacturing, supply and trading, marketing and transportation of crude oil, petroleum and petrochemicals.
  • TickerBP.
  • ISINGB0007980591
  • ExchangeLondon Stock Exchange
  • SectorOil & Gas Producers
  • CountryUnited Kingdom

Analysts

Ahmed Ben Salem ...
  • Alfred Glaser
  • Anis Zgaya
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Harald Eggeling
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Louis Boujard, CFA
  • Manuel Martin, CEFA,CREA
  • Matthias Desmarais
  • Philippe Ourpatian
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/11/2019

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Harald Eggeling
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Manuel Martin, CEFA,CREA
  • Matthias Desmarais
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/06/2019

...

Ahmed Ben Salem ...
  • Yassine Batini

ODDO : Q3 2019 postview: good resilience, an environment which is improving, gearing remains an issue and favours Total

>Q3 2019 earnings up 10% q-o-q and 12% ahead of expectations - Q3 2019 results publications for the sector ended on 31 October and reflect sequential growth of 10.3% and were 12% ahead of the consensus on average in dollars. RD Shell surprised the most positively and Eni the least (see table p2). Of note was an 18% fall in Brent y-o-y and, in particular, the fall in natural gas prices (-55%) especially in Europe and in Asia. The good news stems from the refining margi...

Ahmed Ben Salem ...
  • Yassine Batini

ODDO : Postview T3 2019 : bonne résistance, environnement qui s’améliore, le gearing reste un sujet et favorise Total

>Résultats T3 en hausse de 10% QoQ et 12% supérieurs aux attentes - Les publications de résultats du T3 2019 des compagnies pétrolières ont été clôturées le 31 octobre et sont ressorties en progression séquentielle de 10.3% et 12% supérieures en moyenne au consensus exprimé en dollars. RD Shell ayant surpris le plus positivement et Eni le moins (voir tableau p 2). On note une baisse du Brent de 18% YoY et surtout une chute des prix du gaz naturel (-55%) notamment en E...

Philip Morrish

Value Indicator - UK Basic Resources 04112019

Currently '(TM)Value Indicator - UK basic resources' is a value analysis of the Basic Resources super sector of quoted companies on the London Stock Exchange's main market that provides the reader with indicative longer-term target prices.

Oil & Gas: OPEC, Market is Wrong...!

Hiccup. While OPEC members have gone through several hiccups the past 43-years, however, total oil production is up by 10.3% from 1974. Ex-Iraq, oil production is up only by 2% from 1974. OPEC market share currently stands at an estimated 36% in July vs. 43% in 2016 and 51% in 1974. OPEC historical low market share was 27.6% in 1985.

Ahmed Ben Salem ...
  • Alfred Glaser
  • Anis Zgaya
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Harald Eggeling
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Louis Boujard, CFA
  • Manuel Martin, CEFA,CREA
  • Matthias Desmarais
  • Philippe Ourpatian
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/11/2019

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Harald Eggeling
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Manuel Martin, CEFA,CREA
  • Matthias Desmarais
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/06/2019

...

Ahmed Ben Salem ...
  • Yassine Batini

ODDO : Q3 2019 postview: good resilience, an environment which is improving, gearing remains an issue and favours Total

>Q3 2019 earnings up 10% q-o-q and 12% ahead of expectations - Q3 2019 results publications for the sector ended on 31 October and reflect sequential growth of 10.3% and were 12% ahead of the consensus on average in dollars. RD Shell surprised the most positively and Eni the least (see table p2). Of note was an 18% fall in Brent y-o-y and, in particular, the fall in natural gas prices (-55%) especially in Europe and in Asia. The good news stems from the refining margi...

Ahmed Ben Salem ...
  • Yassine Batini

ODDO : Postview T3 2019 : bonne résistance, environnement qui s’améliore, le gearing reste un sujet et favorise Total

>Résultats T3 en hausse de 10% QoQ et 12% supérieurs aux attentes - Les publications de résultats du T3 2019 des compagnies pétrolières ont été clôturées le 31 octobre et sont ressorties en progression séquentielle de 10.3% et 12% supérieures en moyenne au consensus exprimé en dollars. RD Shell ayant surpris le plus positivement et Eni le moins (voir tableau p 2). On note une baisse du Brent de 18% YoY et surtout une chute des prix du gaz naturel (-55%) notamment en E...

Ahmed Ben Salem ...
  • Yassine Batini

BP : Q3 2019 results ahead of forecasts but disappointing news on cash returns

>Earnings ahead of consensus forecasts - Adjusted operating profit came to $ 4.532bn in Q3 2019, +12.2% q-o-q and -3.25% y-o-y, in line with our estimates and 7% above the consensus. Adjusted net profit came to $ 2.254bn, 30.7% above the consensus, driven by the good contribution from Rosneft. E&P businesses affected by lower prices and volumes - Adjusted operating profit in E&P came to $ 2.139bn, -37.3% q-o-q and -46.5% y-o-y, and 12% below forecasts...

1 director sold

A director at BP sold 347,630 shares at 560p and the significance rating of the trade was 100/100. 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 Close periods where trading activity is restricted under listing rules. The names of board members along ...

Ahmed Ben Salem ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Laurence Hofmann
  • Louis Boujard, CFA
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/30/2019

We are adopting a more upbeat stance on the winter season thanks to capacity increases being markedly less brisk than in previous years, which offsets the impact of a deterioration in demand. IAG (Buy vs Neutral – € 7.3) becomes our Top Pick for the sector. In our view, it is the stock that stands to gain the most from the streamlining of capacity (in the transatlantic network) and boasts the most attractive valuation. - ...

Ahmed Ben Salem ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Laurence Hofmann
  • Louis Boujard, CFA
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 30/10/2019

Nous adoptons un ton plus optimiste sur l’hiver grâce à une croissance de l’offre tangiblement moins soutenue que lors des exercices précédents, ce qui permet de tempérer les effets de la dégradation de la demande. IAG (Achat vs Neutre – 7.3 €) devient notre Top Pick sur le secteur. C'est le titre qui, selon nous, bénéficiera le plus de la rationalité de l’offre (vers le transatlantique) et offre la valorisation la plus attractive. - Cf. étude publiée ce jour. - ...

Ahmed Ben Salem ...
  • Bruno Cavalier
  • Charles Lepetitpas
  • Emira Sagaama
  • François Maury
  • Georges Dieng
  • Johanna Jourdain
  • Matthias Desmarais
  • Nicolas David
  • Sven Edelfelt
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/14/2019

...

Ahmed Ben Salem ...
  • Bruno Cavalier
  • Charles Lepetitpas
  • Emira Sagaama
  • François Maury
  • Georges Dieng
  • Johanna Jourdain
  • Matthias Desmarais
  • Nicolas David
  • Sven Edelfelt
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 14/10/2019

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Anis Zgaya
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Delphine Brault
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Louis Boujard, CFA
  • Nicolas David
  • Olfa Taamallah
  • Olivier Lebrun
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Corby
  • Pierre Tegner
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/31/2019

...

Philip Morrish

Value Indicator - UK Basic Resources 04112019

Currently '(TM)Value Indicator - UK basic resources' is a value analysis of the Basic Resources super sector 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 04112019

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

Philip Morrish

Value Indicator - UK Basic Resources 21102019

Currently '(TM)Value Indicator - UK basic resources' is a value analysis of the Basic Resources super sector of quoted companies on the the London Stock Exchange's main market that provides the user with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Main Market 21102019

Currently '(TM)Value Indicator - UK 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 longer-term indicative target prices.

Philip Morrish

Value Indicator - UK Basic Resources 14102019

Currently '(TM)Value Indicator - UK basic resources' is a value analysis of the Basic Resources super sector of quoted companies on the London Stock Exchange's main market that provides the reader with indicative longer-term target prices.

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

Coffee, Croissants & Credit/Tesco, German 5G Auction, Italgas and BP

Tesco 1Q19/20: growth slows against strong comparable. 2023 bond offers value

ING
Nadège Tillier

BP World Energy Statistics/2018 energy consumption up, carbon emissions as well

Following its 2019 Energy Outlook published in February, BP delivered its Statistical Review of World Energy today, providing statistics for full year 2018. Primary energy consumption grew again in 2018, driven by renewables and natural gas. The world also consumed more oil (+1.2% vs 2017) with the Asia Pacific region (+3%), notably Vietnam (+5.8%) and China (+5.1%), showing the biggest surge. A direct consequence of the higher energy demand, worldwide carbon emissions also went up (+2%), despite the Paris Agreement and an overall higher awareness of climate issues.

MarketLine Department

Oao Lukoil - Mergers & Acquisitions (M&A), Partnerships & Alliances And Investments

Summary Marketline's Oao Lukoil Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Oao Lukoil since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Highlights ...

MarketLine Department

TOTAL S.A. - Strategy, SWOT and Corporate Finance Report

Summary TOTAL S.A. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. KeyHighlights TOTAL S.A. (TOTAL or the 'company') is an integrated oil and gas companies in the world. The company is engaged in all aspects of the petroleum industry, including upstream and downstream operations. It is also active in the chemicals, coal mining, and power generation businesses. It provides fuel...

MarketLine Department

Anadarko Petroleum Corporation - Strategy, SWOT and Corporate Finance Report

Summary Anadarko Petroleum Corporation - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Anadarko Petroleum Corporation (Anadarko or “the company”) is an exploration and production company that explores, develops, produces and sells natural gas, oil, and natural gas liquids (NGLs). The company also carries out the gathering, processing, treating, and transporting ...

MarketLine Department

Repsol, S.A. - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Repsol, S.A. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Repsol, S.A. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Highlight...

MarketLine Department

Centrica plc - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Centrica plc Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Centrica plc since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Highlight...

Expert Corporate Governance Service (ECGS)

BP - AGM 21 May 2019

Item 22:  To request that the Board report to shareholders on the strategy to be consistent with the goals of the Paris Agreement The proposal has been filed by Climate Action 100+ (CA100+) with support from the environmental law group Client Earth. Shareholders may wish to note that the coordinator of CA100+ is the Institutional Investors Group on Climate Change (IIGCC), which is the current name of the former “Aiming for A”coalition. At the 2015 AGM, a climate change resolution submitted by Aiming for A reached 98% support at BP.  CA100+ proposes that the Company include a description of t...

BP PLC – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Matthieu DRIOL

Analyse court terme - BP PLC : La tendance est incertaine.

La tendance est incertaine. Les cours baissent, mais la tendance manque de puissance pour le moment. Le prochain support est à 534,03 p.

Matthieu DRIOL

Short term view - BP PLC : The trend is uncertain.

The trend is uncertain. Prices are falling, but the trend is lacking power for the time being. The next support is at 534.03 p.

Matthieu DRIOL

Analyse court terme - BP PLC : La tendance est incertaine.

La tendance est incertaine. Les cours baissent, et il y a une possibilité d'accélération baissière. Une nouvelle tendance baissière tente de démarrer.

Matthieu DRIOL

Short term view - BP PLC : The trend is uncertain.

The trend is uncertain. Prices are falling and they may accelerate to the downside. A new bearish trend is attempting to emerge.

Matthieu DRIOL

Medium term view - BP PLC : The correction is gaining traction.

The background trend is clearly bullish. The correction is gaining traction. It is too early to qualify this action as a bearish reversal. The trend would be invalidated below the support at 534.28 p.

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