Société Vallourec CINNOBER BOAT

Actions

0NR2

FR0000120354

Pétrole et gaz - Equipements et services pétroliers

Consensus des Analystes

Métier

Ventes par activité

Ventes par région

Dirigeants

Administrateurs

Classe d'actions

Actionnaires

Participations

Coordonnées société

Sociétés du groupe

Secteur

Ventes par activité

Ventes par région

Notations pour Vallourec

Révisions de BNA

Bénéfices trimestriels - Taux de surprise

Secteur Services et équipements liés au pétrole - Autres

Temps Différé CINNOBER BOAT Autres places de cotation			Varia. 5j.	Varia. 1 janv.
- ^EUR	-.--%		-.--%	-.--%

27/06	Toujours les mêmes qui gagnent
27/06	En Direct des Marchés : Euroapi et OVH s'exposent, Novo Nordisk se rate, Micron déprime

Vallourec est un leader mondial de la fabrication de tubes sans soudure en acier et de produits tubulaires spécifiques destinés à des applications industrielles. Le CA (avant éliminations intragroupe) par activité se répartit comme suit :

- fabrication de tubes (89,4%). Le CA par marché se ventile entre industries pétrolière, gazière et pétrochimique (81,7%), industries mécanique, automobile et de la construction (14,8%) et énergie électrique (3,5%) ;

- exploitations minière et forestière (7%) ;

- autres (3,6%).

La répartition géographique du CA (activité tubes) est la suivante : Europe (8,9%), Amérique du Nord (48,5%), Amérique du Sud (17,6%), Moyen Orient (13,4%), Asie (6,2%) et autres (5,4%).

EUR en Millions	2022	Poids	2023	Poids	Delta
Tubes 93,9 %	4 663	95,5 %	4 802	93,9 %	+2,99%
Mine and Forests 7,3 %	245	5,0 %	375	7,3 %	+53,00%
Inter-segment Transactions -5,1 %	-235	-4,8 %	-259	-5,1 %	+10,44%
Holding Companies and Other 3,8 %	210	4,3 %	197	3,8 %	-6,39%

EUR en Millions	2022	Poids	2023	Poids	Delta
North America 45,5 %	2 094	42,9 %	2 329	45,5 %	+11,22%
South America 16,5 %	855	17,5 %	846	16,5 %	-1,11%
Middle East 12,6 %	434	8,9 %	643	12,6 %	+48,29%
Global 11,2 %	455	9,3 %	571	11,2 %	+25,57%
Europe 8,4 %	606	12,4 %	427	8,4 %	-29,52%
Asia 5,8 %	389	8,0 %	296	5,8 %	-23,75%
Rest of the World 5,1 %	285	5,8 %	260	5,1 %	-8,59%
Inter-segment Transactions -5,1 %	-235	-4,8 %	-259	-5,1 %	+10,44%

Dirigeants	Titre	Age	Depuis
Philippe Guillemot CEO	Chief Executive Officer	65	20/03/22
Sascha Bibert DFI	Director of Finance/CFO	49	19/04/22
Valeria Fernandes CTO	Chief Tech/Sci/R&D Officer	-	01/05/23
Philippe Carlier CTO	Chief Tech/Sci/R&D Officer	-	01/01/95
Connor Lynagh IRC	Investor Relations Contact	-	-
Xavier Claude Bertin PRN	Corporate Officer/Principal	44	01/01/09
Marie-Sarah Dib LAW	General Counsel	-	01/01/23
Enrico Schiappacasse PRN	Corporate Officer/Principal	50	01/06/22
Ludovic Oster HRO	Human Resources Officer	-	01/07/22

Administrateurs	Titre	Age	Depuis
Angela Minas BRD	Director/Board Member	60	01/07/21
Pierre Vareille BRD	Director/Board Member	66	20/04/21
Philippe Guillemot CEO	Chief Executive Officer	65	20/03/22
Gareth Nickolas Turner BRD	Director/Board Member	60	20/04/21
Kit-wan Siu BRD	Director/Board Member	64	01/07/21
Corinne de Bilbao BRD	Director/Board Member	57	23/05/19
Patrick Poulin BRD	Director/Board Member	57	06/03/23

	Vote	Nombre	Flottant	Autocontrôle	Flottant Total
Action A	1	229 877 070	162 624 959 ( 70,74 %)	107 668 ( 0,0468 %)	70,74 %

Nom	Actions	%	Valorisation
APOLLO GLOBAL MANAGEMENT, INC. 28,38 %	65 243 206	28,38 %	1 156 M €
SOCIÉTÉ GÉNÉRALE 4,942 %	11 360 083	4,942 %	201 M €
AzValor Asset Management SGIIC SA 2,355 %	5 413 942	2,355 %	96 M €
Bestinver Gestión SA SGIIC 1,816 %	4 175 252	1,816 %	74 M €
DNCA Finance SA 0,9707 %	2 231 448	0,9707 %	40 M €
Lightman Investment Management Ltd. 0,9701 %	2 230 000	0,9701 %	40 M €
AllianceBernstein Ltd. 0,4756 %	1 093 207	0,4756 %	19 M €
Independance AM SICAV 0,4702 %	1 080 870	0,4702 %	19 M €
Tocqueville Finance SA 0,2959 %	680 297	0,2959 %	12 M €
OFI Invest Asset Management SA 0,2710 %	622 907	0,2710 %	11 M €

Nom	Actions	%	Valorisation
Yousif Capital Management LLC 0,001551 %	17 824	0,001551 %	63 186 €

Nom	Actions	%	Valorisation
PT CITRA TUBINDO TBK 81,72%	654 029 420	81,72%	50 916 190 $
VALLOUREC 0,05%	107 668	0,05%	1 908 138 $

Vallourec SA

12 rue de la Verrerie

92190, Meudon

+33 1 49 09 35 00

http://www.vallourec.com

Nom	Catégorie et Secteur
Vallourec Middle East FZE Vallourec Middle East FZE Wholesale DistributorsDistribution Services Part of Vallourec SA, Vallourec Middle East FZE is an Emirati company that wholesales tubular products. The company is based in Dubai, United Arab Emirates.	Wholesale Distributors
Vallourec Tubes SAS Vallourec Tubes SAS SteelNon-Energy Minerals Vallourec Tubes SAS manufactures steel and alloy tubes used by the automobile, oil and gas refining, petrochemical, and other industries. It engages in the production of tube products and steel fabrication. The company was founded in 1997 and is headquartered in Boulogne-Billancourt, France.	Steel
Vallourec Services SA Vallourec Services SA Miscellaneous Commercial ServicesCommercial Services Part of Vallourec SA, Vallourec Services SA is a French company that provides business support services. The company is based in Boulogne-Billancourt, France. The company was founded in 1997. Olivier Mallet has been the CEO of the company since 2008.	Miscellaneous Commercial Services
Vallourec One SAS Vallourec One SAS Financial ConglomeratesFinance Part of Vallourec SA, Vallourec One SAS is an investment fund. The company is based in Boulogne-Billancourt, France. Founded in 2002.	Financial Conglomerates
Vallourec Umbilicals SASU Vallourec Umbilicals SASU SteelNon-Energy Minerals Vallourec Umbilicals SASU engages in the manufacture of tubes for umbilicals for the offshore oil and gas market. The company was founded on December 26, 1997 and is headquartered in Venarey-les-Laumes, France.	Steel
Vallourec Tubes France SAS Vallourec Tubes France SAS SteelNon-Energy Minerals Part of Vallourec SA, Vallourec Tubes France SAS is a French company that manufactures steel tubes, pipes, hollow profiles, and fittings. The company is based in Meudon, France. The CEOs are Sascha Bibert, Philippe Carlier. The company was founded in 1965.	Steel
Vallourec Drilling Products France SAS Vallourec Drilling Products France SAS Oilfield Services/EquipmentIndustrial Services Part of NOV, Inc., Vallourec Drilling Products France SAS is a French company that manufactures and supplies drilling products. The company is based in Cosne-Cours-sur-Loire, France.	Oilfield Services/Equipment
Valinox Nucléaire SAS Valinox Nucléaire SAS Other Metals/MineralsNon-Energy Minerals Valinox Nucléaire SAS manufactures metal tubes for nuclear power plants. The company was founded on September 10, 1993 and is headquartered in Montbard, France.	Other Metals/Minerals
Vallourec Deutschland Pension Trust eV
Vallourec Oil & Gas France SAS Vallourec Oil & Gas France SAS SteelNon-Energy Minerals Vallourec Oil & Gas France SASU engages in the manufacture of steel tubes and pipes. The company was founded on February 25,1992 and is headquartered in Aulnoye-Aymeries, France.	Steel
ANHUI TIANDA OIL PIPE COMPANY LIMITED	Steel
Vallourec China Co. Ltd. Vallourec China Co. Ltd. Wholesale DistributorsDistribution Services Part of Vallourec SA, Vallourec China Co. Ltd. is a Chinese company that supplies tubes and pipes for power generation and oil & gas markets. The company is based in Shanghai, China.	Wholesale Distributors
Vallourec Deutschland GmbH Vallourec Deutschland GmbH SteelNon-Energy Minerals Part of Vallourec SA, Vallourec Deutschland GmbH is a German company that manufactures seamless steel tubes and pipes for the oil and gas industries. The company is based in Duesseldorf, Germany. The CEOs are Andreas Schubert, Herbert Schaaff, and Michael Kassing. The private company was founded in 2001 by Max Mannesmann and Reinhard Mannesmann.	Steel
Vallourec Fittings SAS Vallourec Fittings SAS SteelNon-Energy Minerals Part of Vallourec SA, Vallourec Fittings SAS is a French company that manufactures and sells steel tubes and pipes. The company is based in Maubeuge Cedex, France.	Steel

Note Trading

Note Investissement

ESG Refinitiv

Plus de notations

Vente

Achat

Recommandation moyenne

ACHETER

Nombre d'Analystes

Dernier Cours de Cloture

14,64 EUR

Objectif de cours Moyen

20,83 EUR

Ecart / Objectif Moyen

+42,26%

Consensus

Révisions des Estimations

Agenda de la société

Energie - combustible fossile

Pétrole et gaz - Equipements, services et distribution

Pétrole et gaz - Equipements et services pétroliers

Services et équipements liés au pétrole - Autres

	Varia. 1 janv.	Capi.
SCHLUMBERGER LIMITED	-9,34%	67,44 Md
BAKER HUGHES COMPANY	+2,90%	35,1 Md
HALLIBURTON COMPANY	-6,56%	29,91 Md
TECHNIPFMC PLC	+29,84%	11,27 Md
WEATHERFORD INTERNATIONAL PLC	+25,11%	8,95 Md
NOV INC.	-6,26%	7,52 Md
CHAMPIONX CORPORATION	+13,69%	6,32 Md
CNOOC ENERGY TECHNOLOGY & SERVICES LIMITED	+44,56%	5,76 Md
SAIPEM S.P.A.	+62,72%	5,11 Md

Services et équipements liés au pétrole - Autres