Report
ODDO BHF Large Caps List: keep Holcim, sell Amrize
Following the spin-off on Monday, we maintain Holcim (Outperform, TP CHF 67 vs CHF 110) in our Large Caps list and we prefer to sell the Amrize shares received. Holcim's "Europe" equity story is intact, while Amrize's prospects in the US are more uncertain, including in terms of the financial information available to us to date.
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Oddo BHF
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
Thomas Zlowodzki
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