Repsol is an oil and gas company. Co. is engaged in all the activities relating to the oil and gas industry, including exploration, development and production of crude oil and natural gas, transportation of oil products, liquefied petroleum gas (LPG) and natural gas, refining, the production of a wide range of oil products and the retailing of oil products, oil derivatives, petrochemicals, LPG and natural gas, as well as the generation, transportation, distribution and supply of electricity. Co. operates in more than 40 countries. Co.'s operations are divided into four segments: Upstream, Downstream, LNG and Gas Natural Fenosa.
  • TickerREP
  • ISINES0173516115
  • ExchangeMadrid Stock Exchange
  • SectorOil & Gas Producers
  • CountrySpain

Analysts

Expert Corporate Governance Service (ECGS)

Repsol - AGM 30 May 2019

The Annual General Meeting will be held foreseeable on the second call on May 31st, 2019, at 12 p.m.  The re-election of the Chairman is proposed in item 10.  Mr. Antonio Brufau Niub has served on the Board since 1996 and has been Chairman for fifteen years. Prior to serving as Chairman, he served as CEO of the Company and Executive Chairman. There are concerns that his fixed fees of EUR 2.5 million per year imply that he continues to perform some executive functions.  Furthermore, ECGS guidelines do not support the appointment of a former CEO as Chairman.  This can undermine the Boardns supe...

1 director bought

A director at Repsol Ypf Sa bought 25,000 shares at 14.340EUR and the significance rating of the trade was 86/100. 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...

Allen Good

Morningstar | Repsol Is Tacking Back Toward Growth With Its Most Recent Investment Plan

Repsol is tacking back toward growth with its most recent plan for increased investment in the upstream and downstream segment, as well as expansion into low-carbon businesses to drive cash flow growth and improve returns. Repsol expects the upstream segment to deliver the bulk of the improvement through an increase of production to 750 mboed from 700 mboed (2.6% CAGR) and digitalization and efficiency programs. The addition of higher-margin production in North America, Southeast Asia, and Latin America, along with improvement efforts, should deliver a higher-quality portfolio, although we see...

Allen Good

Repsol Is Tacking Back Toward Growth With Its Most Recent Investment Plan

Repsol stood out among its peers during the first quarter by posting an increase in adjusted earnings to EUR 618 million from EUR 583 million as gains in the upstream offset downstream weakness. Upstream adjusted earnings rose by 12.5% to EUR 323 million from EUR 287 million last year as lower exploration costs and the appreciation of the USD against the EUR offset lower oil prices and lower production volumes. Production fell by 3.7% year over year to an average of 700 mboed in first-quarter 20...

Jean-Christophe Dourret

Repsol : Repsol - 6 May 2019

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Repsol S.A. - December 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Repsol S.A.: Upgrade to Baa1 reflects much improved financial profile and proven resilience to volatile oil prices

Our credit view of Repsol S.A., reflecting its improved operating profitability since 2016 and its strengthened financials, which position the company solidly in the Baa1 rating category.

Repsol S.A. - September 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Repsol S.A.: Reduced cost and higher oil prices underpin earnings growth

Our credit view of Repsol S.A., reflecting its improved operating profitability in 2017 and its strengthened financials, which position the company strongly in the Baa2 rating category.

Repsol S.A. - June 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Allen Good

Morningstar | Repsol Is Tacking Back Toward Growth With Its Most Recent Investment Plan

Repsol is tacking back toward growth with its most recent plan for increased investment in the upstream and downstream segment, as well as expansion into low-carbon businesses to drive cash flow growth and improve returns. Repsol expects the upstream segment to deliver the bulk of the improvement through an increase of production to 750 mboed from 700 mboed (2.6% CAGR) and digitalization and efficiency programs. The addition of higher-margin production in North America, Southeast Asia, and Latin America, along with improvement efforts, should deliver a higher-quality portfolio, although we see...

Allen Good

Repsol Is Tacking Back Toward Growth With Its Most Recent Investment Plan

Repsol stood out among its peers during the first quarter by posting an increase in adjusted earnings to EUR 618 million from EUR 583 million as gains in the upstream offset downstream weakness. Upstream adjusted earnings rose by 12.5% to EUR 323 million from EUR 287 million last year as lower exploration costs and the appreciation of the USD against the EUR offset lower oil prices and lower production volumes. Production fell by 3.7% year over year to an average of 700 mboed in first-quarter 20...

Jean-Christophe Dourret

Repsol : Repsol - 6 May 2019

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Jean-Christophe Dourret

Repsol : Repsol - 6 mai 2019

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Ahmed Ben Salem ...
  • Yassine Batini

Repsol : Q1 results 9% higher than forecast and resilient cash flow

>Adjusted net profit 9% higher than the consensus - Adjusted attributable net profit clocked in at € 618m in Q1 2019, i.e. -2% q-o-q /6% y-o-y, 7% higher than our forecasts and 9% higher than the consensus (ODDO BHF: € 577m; consensus: € 566m). This result is buoyed by a favourable surprise in the upstream business.Rise in upstream thanks to low operating charges - Adjusted net profit for the upstream business clocked in at € 323m, up 4% q-o-q and 15...

1 director bought

A director at Repsol Ypf Sa bought 25,000 shares at 14.340EUR and the significance rating of the trade was 86/100. 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 ...
  • Alfred Glaser
  • Delphine Brault
  • Louis Boujard
  • Martial Descoutures
  • Philippe Ourpatian
  • Pierre Corby
  • Roland Pfaender
  • Sven Edelfelt
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/02/2019

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Delphine Brault
  • Louis Boujard
  • Martial Descoutures
  • Philippe Ourpatian
  • Pierre Corby
  • Roland Pfaender
  • Sven Edelfelt
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 02/05/2019

...

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. - - ...

With a more favourable environment, REPSOL YPF SA improves to Slightly Positive

REPSOL YPF SA (ES), 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 29, 2019, the closing price was EUR 15.26 and its potential was estimated at EUR 16.53.

Repsol

Repsol

Repsol

Repsol

Expert Corporate Governance Service (ECGS)

Repsol - AGM 30 May 2019

The Annual General Meeting will be held foreseeable on the second call on May 31st, 2019, at 12 p.m.  The re-election of the Chairman is proposed in item 10.  Mr. Antonio Brufau Niub has served on the Board since 1996 and has been Chairman for fifteen years. Prior to serving as Chairman, he served as CEO of the Company and Executive Chairman. There are concerns that his fixed fees of EUR 2.5 million per year imply that he continues to perform some executive functions.  Furthermore, ECGS guidelines do not support the appointment of a former CEO as Chairman.  This can undermine the Boardns supe...

Repsol – 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 - REPSOL SA : Les prix baissent.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 14,779 €. La tendance baissière serait remise en cause au-dessus de 17,510 €.

Matthieu DRIOL

Short term view - REPSOL SA : Falling prices.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at €14.779. The bearish trend would be challenged above €17.510.

Matthieu DRIOL

Analyse court terme - REPSOL SA : La tendance est baissière.

La tendance est baissière. Le mouvement se poursuit. Le prochain objectif est à 14,779 €, puis 13,705 €. Le franchissement de 17,510 € remettrait en cause la suite de la baisse.

Matthieu DRIOL

Short term view - REPSOL SA : The trend is bearish.

The trend is bearish. The movement goes on. The next target is at €14.779, then €13.705. Passing €17.510 would question the continuation of the fall.

Jérôme VINERIER

Analyse moyen terme - REPSOL SA : La tendance est haussière.

La tendance est haussière. La baisse récente gagne en vigueur. Le prochain support est à 15,367 €. La tendance serait remise en cause par la rupture de 13,325 €.

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