Shell

Well supplied market eases stress (for now)

08/01/20 -"The price reaction is moderate and shows that the current market has enough resources to cope with a short-term crisis, as long as Iran’s retaliation stops here (and does not involve a full blockade ..."

PDF page sample
Pages
92
Language
English
Published on
08/01/20
Download
You may also be interested by these reports :
25/02/26
Q4 results show strong sequential improvement, with EBITDA of €515m (+17.8% QoQ) on revenues of €4,515m (+19.7% QoQ). Asset Based Services margin ...
24/02/26
Under a base case of diplomatic stabilisation, Brent trades around $71/bbl, with no pricing of a material escalation. The curve reflects a gradual ...
23/02/26
We have revised our NAV inputs by using a higher three-year average EBIT for the core activities, reflecting improved medium-term visibility. For ...
18/02/26
We have lowered our 2025 and 2026 EPS, mainly driven by a lower EBIT profile following BRENT, and softer refining assumptions. Group EBIT now stands ...

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