Vallourec

A new revision to account for a tough FY20

18/05/20 -"We have slashed again our EPS forecasts on the back of the Q1 20 results. Although they remained decent, the outlook is very uncertain with the impacts of the pandemic and very low level of oil ..."

PDF page sample
Pages
73
Language
English
Published on
18/05/20
Download
You may also be interested by these reports :
01/07/26
Overall, in our opinion, after the decision to divest key aluminium and related assets to Alcoa, the way forward has minimal margin for error. The ...
01/07/26
South32 has announced sale of aluminium and related assets (ex. Mozal) to Alcoa. This is a surprising move as aluminium was key pillar over the years ...
25/06/26
There has been a sudden but sizeable sell-off of miners, especially for copper-heavy names. The fading AI (funding) frenzy could have been a ...
24/06/26
In recent years, markets have gone gung-ho over AI/chip stocks, and as a second-order effect, miners have also become big beneficiaries. ...

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