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

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...

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 ...
  • Yassine Batini

ODDO : Q2 2019 results preview: A fairly unfavourable environment, which should improve in H2

>Decline in indicators in Q2 despite a rebound in Brent - Q2 2019 results publications kick off on 24 July (see table below) and reflect a slight sequential decline of 4%, in dollars. Our estimates are 7.1% below the Bloomberg consensus currently being built and which should gradually decline. This quarter was marked by: 1/ a $ 5.8 $/b increase in Brent to $ 68.9/b and which should remain at this level supported by the decision of OPEC and its allies to renew their ag...

Ahmed Ben Salem ...
  • Yassine Batini

ODDO : Preview résultats T2 2019 : un environnement peu favorable qui devrait s’améliorer au S2

>Baisse des indicateurs au T2 malgré un rebond du Brent - Les publications de résultats du T2 2019 commencent le 24 juillet (voir tableau ci-dessous) et s’annoncent en repli séquentiel de 4%, exprimés en dollars. Nous sommes 7.1% inférieurs au consensus Bloomberg en cours de formation et qui devrait baisser progressivement. Ce trimestre a été marqué par : 1/ une hausse du Brent de 5.8 $/b à 68.9 $/b et qui devrait se maintenir à ce niveau soutenu par la décision de l’...

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

Compares key performance metrics against industry peers.

Royal Dutch Shell Plc - December 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Royal Dutch Shell Plc - September 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Royal Dutch Shell Plc - March 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Royal Dutch Shell Plc: Further divestment proceeds and higher oil prices offset return to cash dividend and share buyback programme

Our credit view of Shell reflects that the financial profile has improved materially in recent quarters, but also that the return to cash dividend and share buyback will slow deleveraging.

Ahmed Ben Salem ...
  • Yassine Batini

ODDO : Q2 2019 results preview: A fairly unfavourable environment, which should improve in H2

>Decline in indicators in Q2 despite a rebound in Brent - Q2 2019 results publications kick off on 24 July (see table below) and reflect a slight sequential decline of 4%, in dollars. Our estimates are 7.1% below the Bloomberg consensus currently being built and which should gradually decline. This quarter was marked by: 1/ a $ 5.8 $/b increase in Brent to $ 68.9/b and which should remain at this level supported by the decision of OPEC and its allies to renew their ag...

Ahmed Ben Salem ...
  • Yassine Batini

ODDO : Preview résultats T2 2019 : un environnement peu favorable qui devrait s’améliorer au S2

>Baisse des indicateurs au T2 malgré un rebond du Brent - Les publications de résultats du T2 2019 commencent le 24 juillet (voir tableau ci-dessous) et s’annoncent en repli séquentiel de 4%, exprimés en dollars. Nous sommes 7.1% inférieurs au consensus Bloomberg en cours de formation et qui devrait baisser progressivement. Ce trimestre a été marqué par : 1/ une hausse du Brent de 5.8 $/b à 68.9 $/b et qui devrait se maintenir à ce niveau soutenu par la décision de l’...

Ahmed Ben Salem ...
  • Yassine Batini

ODDO : Rapport AIE : la demande se maintient et offre abondante avec un risque de surplus en 2020

>Croissance de la demande confirmée en 2019-20 malgré un mauvais S1 - L’AIE a maintenu ses estimations de croissance de la demande pour 2019 à 1.2 Mb/j avec une accélération prévue en 2020 à +1.4 Mb/j, un niveau qui reste solide malgré un S1 2019 qui était faible. En effet l’AIE rapporte une faible croissance au T1 19 à 0.3 Mb/j et à 0.8 Mb/j at T2 19 avec un ralentissement économique et une faible demande pétrochimique, un des piliers de la croissance depuis 2011....

Ahmed Ben Salem ...
  • Yassine Batini

ODDO : IEA report: demand holding up and abundant supply with a surplus risk in 2020

>Demand growth confirmed in 2019-2020 despite a poor H1 - The IEA has maintained its demand growth estimates for 2019 at 1.2 Mb/d with an acceleration forecast in 2020 at +1.4 Mb/d. This level remains solid despite what was a weak H1 2019. Indeed, the IEA reported limited growth of 0.3 Mb/d in Q1 2019 and 0.8 Mb/d in Q2 2019, with an economic slowdown and limited petrochemicals demand, this having been one of the growth pillars since 2011. Demand was limited in Italy,...

Ahmed Ben Salem ...
  • François Maury
  • Georges Dieng
  • Johanna Jourdain
  • Matthias Desmarais
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/02/2019

...

1 director sold

A director at Royal Dutch Shell sold 60,000 shares at 2,443p 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 boar...

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 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 with less fundamental stars is reduced to Neutral

ROYAL DUTCH SHELL (NL), 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 2 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 May 7, 2019, the closing price was EUR 27.75 and its expected value was estimated at EUR 28...

Royal Dutch Shell Plc

Royal Dutch Shell Plc

Royal Dutch Shell Plc

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Expert Corporate Governance Service (ECGS)

Royal Dutch Shell - AGM 22 May 2019

Item 2: Approve the Remuneration Report The structure is unsatisfactory, though it is sufficiently weighted toward the long-term.  Nevertheless, the bonus exceeds guidelines, qualitative criteria exceed our limits, and the severance provisions exceed guidelines. Although the pension contribution for the year was within guidelines, the accrual rate used to calculate the pension contribution is not disclosed. There is overlap between the performance conditions used for the STI and LTI with cash flow from operating activites accounting for 30% of the bonus and 25% of the LTI.  Actual and potenti...

Royal Dutch Shell – Proxinvest Corporate Governance Rating ® : B

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...

Expert Corporate Governance Service (ECGS)

Proxy Report - 22/05/2018

During tthe year under review, the Company has been involved in litigation related to pesticide use, climate change, investments in Nigeria and an accident in Pakistan. Item 2: Approve the Remuneration Report. The structure is unsatisfactory. Although performance is weighted toward the long-term, the bonus exceeds guidelines, qualitative criteria exceed our limits, the severance provisions exceed guidelines and an excessive loss of office payment has been made during the year. There is overlap between the performance conditions used for the STI and LTI with cash flow from operating activites...

Matthieu DRIOL

Analyse court terme - ROYAL DUTCH SHELL PLC-A (Amsterdam) : La tendance est baissière.

La tendance est baissière. Le mouvement se poursuit. Le prochain objectif est à 26,949 €, puis 26,589 €. Le franchissement de 30,941 € remettrait en cause la suite de la baisse.

Jérôme VINERIER

Analyse court terme - ROYAL DUTCH SHELL PLC-A (London) : La tendance est baissière.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 2 411,80 p. La tendance baissière serait remise en cause au-dessus de 2 717,70 p.

Matthieu DRIOL

Short term view - ROYAL DUTCH SHELL PLC-A (Amsterdam) : The trend is bearish.

The trend is bearish. The movement goes on. The next target is at €26.949, then €26.589. Passing €30.941 would question the continuation of the fall.

Jérôme VINERIER

Short term view - ROYAL DUTCH SHELL PLC-A (London) : The trend is bearish.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at 2,411.80 p. The bearish trend would be challenged above 2,717.70 p.

Jérôme VINERIER

Short term view - ROYAL DUTCH SHELL PLC-A (London) : The movement goes on.

The trend is bearish. The movement goes on. The next target is at 2,411.80 p, then 2,282.80 p. Passing 2,717.70 p would question the continuation of the fall.

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