We have fully revamped our investment case on EDF in the light of recent improvements on the regulatory front. After a long period of scepticism about the stock, we believe that the group will come back into the big league and unlock its hidden value. Positive developments on the restructuring side are offering room for growth, while the prospect of having renewable expansion backed by network/nuclear activities is full of promises. Such potential remains unpriced. Add.
17 Jun 2021
The light at the end of the tunnel ?
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The light at the end of the tunnel ?
We have fully revamped our investment case on EDF in the light of recent improvements on the regulatory front. After a long period of scepticism about the stock, we believe that the group will come back into the big league and unlock its hidden value. Positive developments on the restructuring side are offering room for growth, while the prospect of having renewable expansion backed by network/nuclear activities is full of promises. Such potential remains unpriced. Add.