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AngloAmerican Plc : Le management (plutôt) constructif pour 2020. Achat réitéré

>L’objectif de croissance organique n’est pas remis en question à ce stade - Le management a maintenu en grande partie ses guidances de production pour 2020. Néanmoins, dans le minerai de fer (la commodité la plus touchée selon le management), Kumba Iron Ore a revu marginalement en baisse sa guidance de production à 41.5-42.5 Mt (vs 42-43 Mt) reflétant l’impact de l’épidémie de coronavirus tandis que Metallurgical Coal a réduit ses prévisions (19-21 Mt vs 21-23 Mt) su...
Underlying
Anglo American plc

Anglo American is a global mining company with a portfolio of mining operations and undeveloped resources. Co. is focused on diamonds, copper, platinum group metals (PGMs), and bulk commodities and other minerals. Co.'s segments include: De Beers, which produces rough and polished diamonds; Copper, which produces copper; Platinum, which produces PGMs; Iron Ore and Manganese, which produces iron ore, manganese ore and alloys; Coal, which produces metallurgical coal and thermal coal; and Nickel, which produces nickel.

Provider
Oddo BHF
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.

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