Royal Dutch Shell A

Royal Dutch Shell is a holding company. Through its subsidiaries, Co. is engaged in the oil and gas industry. Co. reports its business through four segments: Integrated Gas, which engaged in the liquefaction and transportation of gas and the conversion of natural gas to liquids to provide fuels and other products; Upstream, which engaged in the exploration for and extraction of crude oil, natural gas and natural gas liquids; Downstream, which engaged in oil products and chemicals manufacturing and marketing activities; and Corporate, which comprising Co.'s holdings and treasury organisation, its self-insurance activities and its headquarters and central functions.
  • TickerRDSA
  • ISINGB00B03MLX29
  • ExchangeLondon Stock Exchange
  • SectorOil & Gas Producers
  • CountryUnited Kingdom

Analysts

Ahmed Ben Salem

ODDO : Oil: Brent jumps 10% on attack on Saudi oil installations

>50% of Saudi output disrupted - Drone attacks on Saudi installations have led to the stoppage of almost 5.7 Mb/d of production, representing more than half of the country’s production of 9.8 Mb/d. This is the single worst disruption in oil markets ever, surpassing the loss of Kuwaiti and Iraqi supply in 1990. It has sent oil prices $ 10/b higher to $ 66/b. The attack by Houthi-Iranian drones is not the first and this time it has targeted the most important infrastruc...

Ahmed Ben Salem

ODDO : Oil: Brent jumps 10% on attack on Saudi oil installations

>50% of Saudi output disrupted - Drone attacks on Saudi installations have led to the stoppage of almost 5.7 Mb/d of production, representing more than half of the country’s production of 9.8 Mb/d. This is the single worst disruption in oil markets ever, surpassing the loss of Kuwaiti and Iraqi supply in 1990. It has sent oil prices $ 10/b higher to $ 66/b. The attack by Houthi-Iranian drones is not the first and this time it has targeted the most important infrastruc...

Ahmed Ben Salem ...
  • Yassine Batini

ODDO : IEA report: demand holding up; however, risk of surplus in H1 2020 but not beyond

>Demand growth confirmed in 2019-2020 despite a poor H1 - The IEA has maintained its forecasts for growth in demand for 2019 at 1.1 mb/d with an acceleration expected in 2020 to +1.3 mb/d. The IEA notes that growth slowed significantly in H1 to +500 kb/d, even reaching a low point of +200 kb/d in Q2 2019, impacted by trade relations between the US and China, Brexit and the slowdown in the global economy. The good news is that the IEA no longer expects a deterioration ...

Royal Dutch Shell Plc - June 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Moody's - Shell’s proactive move into low-carbon energies is long-term credit positive

Shell's strong position in natural gas, investments in its New Energies business could cushion the effects of the transition to a low-carbon economy on its traditional oil and gas business.

Royal Dutch Shell Plc - March 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Ahmed Ben Salem

ODDO : Oil: Brent jumps 10% on attack on Saudi oil installations

>50% of Saudi output disrupted - Drone attacks on Saudi installations have led to the stoppage of almost 5.7 Mb/d of production, representing more than half of the country’s production of 9.8 Mb/d. This is the single worst disruption in oil markets ever, surpassing the loss of Kuwaiti and Iraqi supply in 1990. It has sent oil prices $ 10/b higher to $ 66/b. The attack by Houthi-Iranian drones is not the first and this time it has targeted the most important infrastruc...

Ahmed Ben Salem

ODDO : Oil: Brent jumps 10% on attack on Saudi oil installations

>50% of Saudi output disrupted - Drone attacks on Saudi installations have led to the stoppage of almost 5.7 Mb/d of production, representing more than half of the country’s production of 9.8 Mb/d. This is the single worst disruption in oil markets ever, surpassing the loss of Kuwaiti and Iraqi supply in 1990. It has sent oil prices $ 10/b higher to $ 66/b. The attack by Houthi-Iranian drones is not the first and this time it has targeted the most important infrastruc...

Ahmed Ben Salem ...
  • Yassine Batini

ODDO : IEA report: demand holding up; however, risk of surplus in H1 2020 but not beyond

>Demand growth confirmed in 2019-2020 despite a poor H1 - The IEA has maintained its forecasts for growth in demand for 2019 at 1.1 mb/d with an acceleration expected in 2020 to +1.3 mb/d. The IEA notes that growth slowed significantly in H1 to +500 kb/d, even reaching a low point of +200 kb/d in Q2 2019, impacted by trade relations between the US and China, Brexit and the slowdown in the global economy. The good news is that the IEA no longer expects a deterioration ...

2 directors bought/maiden bought

Two Directors at Royal Dutch Shell bought/maiden bought 21,000 shares at 2,326p. The significance rating of the trade was 94/100. 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. Th...

Ahmed Ben Salem ...
  • Alain William
  • Emira Sagaama
  • François Maury
  • Georges Dieng
  • Johanna Jourdain
  • Laurence Hofmann
  • Matthias Desmarais
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/17/2019

We reiterate our Buy recommendation with a target price of € 15.60. Aside from the restoration of the market’s confidence, the key point is the upcoming strategic plan expected to be unveiled at end-2019. It should be based on enhancing the operating performance and resuming value creation, which should in turn act as a catalyst for the group's re-rating. Our analysis of the various strategic options indicates a positive risk-reward profile. - ...

Ahmed Ben Salem ...
  • Alain William
  • Emira Sagaama
  • François Maury
  • Georges Dieng
  • Johanna Jourdain
  • Laurence Hofmann
  • Matthias Desmarais
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 17/07/2019

Nous réitérons notre opinion Achat avec un OC de 15.60 €. Au-delà du retour à la confiance du marché, l’enjeu demeure le prochain plan stratégique qui sera dévoilé en fin d’année 2019. Il devra être fondé sur un socle d’amélioration de la performance opérationnelle et de retour à la création de valeur afin de constituer le catalyseur d’une revalorisation du groupe. Notre analyse des différentes options stratégiques aboutit à un risk reward positif. - ...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Bruno Cavalier
  • Charles Lepetitpas
  • Delphine Brault
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Nicolas David
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/15/2019

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Bruno Cavalier
  • Charles Lepetitpas
  • Delphine Brault
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Nicolas David
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/07/2019

...

Ahmed Ben Salem ...
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Florent Laroche-Joubert
  • Jean-François Granjon
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Pierre Corby
  • Yassine Batini

ODDO BHF Small & MIDCAP MORNING NEWS - 07/02/2019

...

Royal Dutch Shell Plc

ROYAL DUTCH SHELL with less fundamental stars is reduced to Neutral

ROYAL DUTCH SHELL (GB), a company active in the Integrated Oil & Gas industry, loses a star(s) at the fundamental level and sees its general evaluation downgraded. The independent financial analyst theScreener just removed a fundamental star(s) for a 3 over 4-star rating. As such, market behaviour remains unchanged and is evaluated as moderately risky. theScreener believes that the loss of a star(s) merits downgrade to the general evaluation of the title, which passes to Neutral. As of the analysis date July 19, 2019, the closing price was GBp 2,539.00 and its expected value was estimated at G...

Royal Dutch Shell Plc

Royal Dutch Shell Plc

Royal Dutch Shell Plc

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