Aperam : Feedback roadshow : un positionnement de plus en plus contracyclique bientôt renforcé par Universal, recommandation relevée à Surperformance
>Roadshow convaincant sur les moteurs de croissance et de résilience - Nous avons organisé deux journées de roadshows avec le CFO d’Aperam Sudhakar Sivaji à Londres et Amsterdam dans la foulée de résultats T3 solides et du projet d’acquisition d’Universal Stainless, un producteur US d’aciers inoxydables de spécialité principalement pour l’aéronautique. Alors qu’Aperam reste encore largement perçu par les investisseurs comme dépendant de la macro européenne, les discus...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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.