Analisti

Analisti

Aggiornato al 15 maggio 2018

Società Analista data ultime note/ricerca  Raccomandazione Commento*
Mediobanca
Suarez Javier
Sara Piccinini
14/05/2018 Outperform
'"......In terms of valuation, <7x EV/EBITDA continues to look attractive for a company that has c.80% EBITDA in regulated activities, a very decent balance sheet and the possibility to expand its core business, while maintaining a good dividend.."
Kepler Cheuvreux
Claudia Introvigne
11/05/2018 Buy
'"ACEA is implementing its business plan, with an increase in capex (EUR133m in Q1, or up 5% YOY) and in regulated growth. With +7% YOY growth in EBITDA (up to EUR229m), it registered the highest quarterly growth among Italian local utilities."
Banca IMI Gruppo Intesa SanPaolo
Inti Merino Rimini
11/05/2018 Add '"The results indicated a solid trend and are in line with the business plan, also as regards investments..."
Equita
Stefano Gamberini
11/05/2018 Hold  
Intermonte
Federico Pezzetti 11/05/2018 Neutral
'"We judge 1Q18 results positively and we have confirmed our FY2018 estimates."
Fidentiis
Dario Michi
11/05/2018 Hold '"...... Acea posted increasing results YoY. In our view, the results are already factored in the current market prices and thus investors’ attention is on the NWC dynamic....."
Main First
Enrico Bartoli 10/05/2018
Outperform '"Q1 results were better than expected and they hjghlighted that Acea is on track in NWC normalilzation...."
Banca Akros   29/11/2017 Neutral ".....For sure, this business plan is a clear sign of discontinuity vs. the past. We have factored-in the new strategic guidelines, slightly improving our previous estimates."

* commento estrapolato da studi più approfonditi.