Oddo maintains his opinion today "neutral" on Areva, but lowers its price target from 37 to 32 euros, saying that the tragedy will affect Fukushima Global Development Prospects for Nuclear medium term.
In its research note, the consulting firm explains that Areva, a leading international groups present on the whole nuclear chain, will be negatively impacted by 2 ways.
First, in his division "Mining", through a sale price of uranium means lower (60 $ / lb now brought against 70 $ / lb), said the expert.
Then, at its division Reactors and Services ", with fewer sales of EPR (in 2020, against 35 27/29 EPR in our model above), adds the analyst.
In its research note, the consulting firm explains that Areva, a leading international groups present on the whole nuclear chain, will be negatively impacted by 2 ways.
First, in his division "Mining", through a sale price of uranium means lower (60 $ / lb now brought against 70 $ / lb), said the expert.
Then, at its division Reactors and Services ", with fewer sales of EPR (in 2020, against 35 27/29 EPR in our model above), adds the analyst.
没有评论:
发表评论