Mixed feelings about EDF for the half-year results, as we have just learnt about the postponement of the restructuring project. The group released a set of outstanding figures paving the way for a full year above all expectations. The current guidance, upgraded only a few weeks ago, seems already conservative. We confirm our positive recommendation on the stock. In our view, the bad news on the restructuring side unjustifiably overshadows a strong improvement in fundamentals and deserving a rera ....
29 Jul 2021
H1 21: restructuring postponed ? Operational results make us smile again !
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H1 21: restructuring postponed ? Operational results make us smile again !
Mixed feelings about EDF for the half-year results, as we have just learnt about the postponement of the restructuring project. The group released a set of outstanding figures paving the way for a full year above all expectations. The current guidance, upgraded only a few weeks ago, seems already conservative. We confirm our positive recommendation on the stock. In our view, the bad news on the restructuring side unjustifiably overshadows a strong improvement in fundamentals and deserving a rera ....