VALLOUREC VS. TENARIS STILL TIME TO CHANGE OUR MIND (BUY; 25% UPSIDE)
02/12/21 -" We have long argued in favour of Tenaris (Buy, Italy) vs. Vallourec (Buy, France) as an investment proposal in the steel pipe corner. The performance of both stocks proved us right. The return on ..."
Pages
68
Language
English
Published on
02/12/21
You may also be interested by these reports :
24/11/25
In a hushed attempt, BHP tried to gate-crash the Anglo-Teck deal by reviving its Anglo takeover/combination ambition. However, the world’s largest ...
21/11/25
Looking in the rear-view mirror, the performance of Aperam (ADD ; Luxembourg) stock is in line with the market. That said, the “delivery” of this ...
19/11/25
If there’s one firm within AV Metals & Mining that epitomises the word ‘euphoria’ in 2025 (marred by US tariffs), it’s Antofagasta (SELL, UK) – ...
12/11/25
We have updated our model in line with the new guidance issued by the group this week, i.e. a FY25 EBITDA of €300-350m, instead of the previous ...