Report
Emna Ben Bdira ...
  • Maxime Kogge

AngloAmerican Plc : Meilleure visibilité sur la production et les coûts même si les défis demeurent, OC revu en hausse à 2 150 p

>Une publication T2 rassurante mais les objectifs S2 demeurent exigeants - Après un T1 mitigé, Anglo American a publié hier des chiffres de production T2 conformes aux attentes (cf. notre flash publié hier) même si les performances sont contrastées selon les divisions. Minas Rio (Iron Ore), Copper Peru et Diamonds ont délivré des chiffres solides mais ceux de Kuma (Iron Ore), Steel Making Coal, Copper Chile et PGM sont encore modestes. Alors que nous craignions des ré...
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.

Analysts
Emna Ben Bdira

Maxime Kogge

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