Shell


Defining quality and resilience, but more needed on dividends

01/12/23 -"Our target price does not change and we maintain our Buy recommendation on Shell even though prices, margins and trading profits will go down in the medium due to: i) Shell’s strong gas and LNG ..."

Pages
108
Language
English
Published on
01/12/23
You may also be interested by these reports :
11/09/26
We deluded ourselves with the idea that Iran + Russia + Bab eL Mandeb + refining capacity shortages would be sorted before Christmas by an act of God ...

08/09/26
We raise our 2026 reference EPS to USD 5.74, and our 2027 and 2028 estimates to USD 5.15 and USD 4.15. The upward revision is driven by three key ...

08/09/26
In January we read Venezuela’s reopening as a geopolitical shock, not a supply shock. Washington no longer negotiates access, it takes equity in it: ...

07/09/26
Equity markets were roughly unchanged over the week ending September 5. Tensions in the Gulf continued to rise leading to a sharp rise in crude ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO