Report
Emna Ben Bdira ...
  • Maxime Kogge

AngloAmerican Plc : Un T2 2024 solide de bon augure pour le reste de l’année mais l’arrêt de Grosvenor pèse sur notre valorisation

>Production T2 solide malgré les difficultés dans le charbon - Anglo a publié des chiffres de production T2 solides (cf. first take publié jeudi) qui lui permettent d’atteindre à date plus de la moitié de ses objectifs annuels dans la plupart de ses divisions. En particulier, la performance est probante dans les deux divisions cœur Copper (41% EBITDA 2024e) et Iron Ore (32%) qui constitueront l’essentiel de l’activité à l’issue de la cession prévue de la plupart des a...
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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