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E.ON: Oddo BHF confirms buy rating

(CercleFinance.com) - Oddo BHF maintains its Outperform rating on E.
ON shares, with an unchanged target price of E16, after E.ON results yesterday morning were deemed satisfactory and largely in line with Css expectations even though slightly below Oddo's own forecasts, it says.

The 2024 guidance has been confirmed, although a few elements in the H1 publication lead analysts to be slightly more cautious about the EBITDA expected for the Retail and Energy Infrastructure Solutions divisions.

Oddo BHF reports that RWE holds a 15% stake in E.ON. Although neither company has commented on a possible share sale, RWE's willingness to carry out an M&A transaction has increased the chances of a placement of E.ON shares in the coming weeks, the analyst says.

Oddo BHF believes that this placement risk resulted in about a 2.5% drop in the share price at the close, even though E.ON's publication was satisfactory.


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