Portzamparc goes back to buying on a good midcap, Credit Suisse and Berenberg more optimistic on two big names in the CAC
Every Thursday, Le Figaro Bourse et placements relays confidential information found in analysts’ notes to help you in your investment decisions.
Credit Suisse sees higher on TotalEnergies
Despite the risk of a recession, the team of analysts led by Amy Wong remains favorable to majors oil and gas companies: it is counting on a Brent at $90 a barrel on average over the whole of 2023.The energy transition and a high price for black gold are not mutually exclusive», indicates a note: Credit Suisse believes that the diversification strategies (using renewable energies) undertaken by the majors should reduce their carbon intensity by 18% by 2030, twice as much as expected.
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Still buying on TotalEnergies, the research department raised its target from €60 to €73, knowing that the consensus of 24 analysts compiled by FactSet is €63.12. Even if Shell remains its preferred value in the sector, with a target raised from 3,000 to 3,500 pence.
The best in sight for Accor despite the risk of recession,
Berenberg prognosis
By doubt for the German design office Berenberg: “due to the persistence of macroeconomic fears, say analysts led by Stuart Gordon, improving…
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