Aperam : Feedback du roadshow avec le CEO d’Aperam
>Le management focalisé sur les leviers qu’il contrôle - Nous avons organisé le roadshow (téléphonique) d’Aperam suite à la publication des résultats du T1 2020 avec le CEO Timoteo Di Maulo et le HIR Thorsten Zimmermann. Le management est revenu sur les thèmes clés à savoir : 1/ les conditions de marché du T2 2020 dans l’environnement COVID-19 et la flexibilisation (continue) des coûts fixes à due proportion de la chute des volumes, 2/ l’impact attendu des récentes me...APERAM is a stainless and specialty steel producer. Co. produces a range of stainless steel products and products including electrical steel (grain oriented, non-grain oriented, and non-grain oriented semi-processed steel), nickel alloys and specialties. Co. sells its products to customers on three continents in over 40 countries, including aerospace, automotive, catering, construction, household appliances and electrical engineering, industrial processes, medical, and oil & gas industries. Co. manages its business according to three operating segments: Stainless and Electrical Steel; Services and Solutions; and Alloys and Specialties.
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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