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

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...

Allen Good

Morningstar | RDSA Updated Forecasts and Estimates from 07 May 2019

With the restoration of its cash dividend, Shell has demonstrated that it has taken the necessary steps to remain competitive in a world of $60/barrel oil. Like the rest of the integrated group, Shell has reduced its cost base, which had become bloated, in part by reducing headcount and improving its supply chain. Furthermore, the addition of BG’s low-cost production reduces Shell’s per-barrel operating cost, which ranked among the highest in its peer group. Shell already reduced operating cost by 20% from 2014 levels and holds that potential further reductions are possible in later years.At t...

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...

Allen Good

Morningstar | Shell Is on Its Way to Hitting Its 2020 Targets

With the restoration of its cash dividend, Shell has demonstrated that it has taken the necessary steps to remain competitive in a world of $60/barrel oil. Like the rest of the integrated group, Shell has reduced its cost base, which had become bloated, in part by reducing headcount and improving its supply chain. Furthermore, the addition of BG’s low-cost production reduces Shell’s per-barrel operating cost, which ranked among the highest in its peer group. Shell already reduced operating cost by 20% from 2014 levels and holds that potential further reductions are possible in later years.At t...

Allen Good

Shell Is on Its Way to Hitting Its 2020 Targets

Best Idea Royal Dutch Shell posted an impressive first quarter with earnings growth across all operating segments and continued strong cash flow generation. The quarter stands out from other integrateds’ relatively weak reports and demonstrates the value of Shell’s integrated model while supporting our thesis of continued earnings and free cash flow growth during the next several years. As such, our fair value estimate and moat rating are unchanged. We continue to think this improvement is under...

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.

Royal Dutch Shell Plc: Divestments and improving cash generation offset return to cash dividend and share buyback programme

CORPORATES CREDIT OPINION 8 January 2018 Update RATINGS Royal Dutch Shell Plc Domicile Netherlands Long Term Rating Aa2 Type LT Issuer Rating - Dom Curr Outlook Stable Please see the  ratings section  at the end of this report for more information. The ratings and outlook shown reflect information as of the publication date. Contacts Sven Reinke +44.20.7772.1057

Allen Good

Morningstar | RDSA Updated Forecasts and Estimates from 07 May 2019

With the restoration of its cash dividend, Shell has demonstrated that it has taken the necessary steps to remain competitive in a world of $60/barrel oil. Like the rest of the integrated group, Shell has reduced its cost base, which had become bloated, in part by reducing headcount and improving its supply chain. Furthermore, the addition of BG’s low-cost production reduces Shell’s per-barrel operating cost, which ranked among the highest in its peer group. Shell already reduced operating cost by 20% from 2014 levels and holds that potential further reductions are possible in later years.At t...

Allen Good

Morningstar | Shell Is on Its Way to Hitting Its 2020 Targets

With the restoration of its cash dividend, Shell has demonstrated that it has taken the necessary steps to remain competitive in a world of $60/barrel oil. Like the rest of the integrated group, Shell has reduced its cost base, which had become bloated, in part by reducing headcount and improving its supply chain. Furthermore, the addition of BG’s low-cost production reduces Shell’s per-barrel operating cost, which ranked among the highest in its peer group. Shell already reduced operating cost by 20% from 2014 levels and holds that potential further reductions are possible in later years.At t...

Allen Good

Shell Is on Its Way to Hitting Its 2020 Targets

Best Idea Royal Dutch Shell posted an impressive first quarter with earnings growth across all operating segments and continued strong cash flow generation. The quarter stands out from other integrateds’ relatively weak reports and demonstrates the value of Shell’s integrated model while supporting our thesis of continued earnings and free cash flow growth during the next several years. As such, our fair value estimate and moat rating are unchanged. We continue to think this improvement is under...

Allen Good

Morningstar | Shell's 1Q Results Impress; Shares Still Undervalued as Market Doesn't Credit Improvement

Best Idea Royal Dutch Shell posted an impressive first quarter with earnings growth across all operating segments and continued strong cash flow generation. The quarter stands out from other integrateds’ relatively weak reports and demonstrates the value of Shell’s integrated model while supporting our thesis of continued earnings and free cash flow growth during the next several years. As such, our fair value estimate and moat rating are unchanged. We continue to think this improvement is underappreciated by the market, leaving the shares trading a wide discount to our fair value estimate. A...

Ahmed Ben Salem ...
  • Yassine Batini

Royal Dutch Shell Plc : A solid Q1 and largely above forecasts

>Q1 sales: 12%-17% ahead of our expectations and the consensus - Adjusted attributable net profit in Q1 was $ 5.301bn, -6.8% q-o-q/-1.9% y-o-y, 12% above our forecasts and 16.7% above the consensus. CFFO excluding the change to WCR but including the IFRS 16 impact was $ 11.3bn, a reassuring level despite a tough environment in Q1. Welcome surprises in upstream and integrated gas - The upstream division reported earnings of $ 1.725bn, down 8.3% q-o-q/...

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 ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Delphine Brault
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Louis Boujard
  • Philippe Ourpatian
  • Steven Gould
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/03/2019

...

Ahmed Ben Salem ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Delphine Brault
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Louis Boujard
  • Philippe Ourpatian
  • Steven Gould
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 03/05/2019

...

Ahmed Ben Salem ...
  • Cecile De Coincy
  • Christophe-Raphaël Ganet
  • Florent Laroche-Joubert
  • Hana Maalej
  • Jeremy Garnier
  • Jerôme Bodin
  • Yassine Batini

ODDO BHF Small & MIDCAP MORNING NEWS - 04/12/2019

US Congress is currently discussing how best to continue securing, or even raising, funding for the country's infrastructure. Increasing the federal tax on fuel is one of the few options to receive cross-party support. This tax has not been hiked since 1993, but mindsets are changing with 39 states having already ramped up the local component of this levy in recent years. CRH and HeidelbergCement would be the main beneficiaries. - - ...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Delphine Brault
  • Florent Laroche-Joubert
  • Jean Sassus
  • Johanna Jourdain
  • Louis Boujard
  • Matthias Desmarais
  • Philippe Ourpatian
  • Pierre Tegner
  • Steven Gould
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/12/2019

US Congress is currently discussing how best to continue securing, or even raising, funding for the country's infrastructure. Increasing the federal tax on fuel is one of the few options to receive cross-party support. This tax has not been hiked since 1993, but mindsets are changing with 39 states having already ramped up the local component of this levy in recent years. CRH and HeidelbergCement would be the main beneficiaries. - - ...

Ahmed Ben Salem ...
  • Christophe-Raphaël Ganet
  • Florent Laroche-Joubert
  • Hana Maalej
  • Jeremy Garnier
  • Jerôme Bodin
  • Yassine Batini

ODDO BHF Small & MIDCAP MORNING NEWS - 12/04/2019

Des discussions au Congrès américain sont actuellement en cours en vue de boucler, voire même d’augmenter, le financement des infrastructures. L’idée d’une hausse de la taxe fédérale sur les carburants reste l’un des rares projets avec un soutien bipartisan. Cette taxe n’a pas été augmentée depuis 1993 mais les mentalités américaines évoluent : 39 Etats ont déjà augmenté la composante locale de cette taxe ces dernières années. CRH et HeidelbergCement seraient les grands gagnants. - - ...

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...

With a more favourable environment, ROYAL DUTCH SHELL improves to Slightly Positive

ROYAL DUTCH SHELL (GB), a company active in the Integrated Oil & Gas industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 3 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date March 1, 2019, the closing price was GBp 2,350.50 and its potential was estimated at GBp 2,629.37.

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.

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

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.

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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