Repsol


Resilient Brent cushions against profitability softening

28/06/24 -"We have incorporated FY23 reported figures into our model and revised our FY24-26 Brent assumptions upwards to $83/bbl, $81/bbl, and $78/bbl, vs. the previous estimates of $75/bbl, $65/bbl, and ..."

Pages
51
Language
English
Published on
28/06/24
You may also be interested by these reports :
15/09/25
We have incorporated Tullow Oil’s lackluster H1 results into our model, and rebased the production volume to 40kboepd, 39.5kboepd and 38.9kboepd over ...

15/09/25
OUTOKUMPU (ADD ; Finland) has survived the end of the last decade after what looked like a near-death experience. Since that 2021 recovery, the ...

29/08/25
We have incorporated SBM Offshore’s H1 results into our model. For FY24, our directional revenue is $5.04bn, in line with the company’s updated ...

29/08/25
We have lowered our order intake assumptions by $1bn over FY25–27 to $13.5bn, $12.5bn, and $11.5bn, respectively, reflecting the relatively modest ...

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