Aperam : La situation actuelle entérine juste un retour à la normale. Pourtant le S2 2021 atteindra un niveau record. L’acquisition d’ELG couverte par le FCF
>Un retour (juste) à la normale - Le management estime que l’environnement de volume et de prix est de retour à la normale. La demande reste forte, en particulier, de la part des segments de l’électroménager et de l’automobile, tandis que la construction reprend. Enfin, les activités liées notamment au pétrole & gaz et à la restauration et certains biens d’équipement repartent lentement. Les stocks chez les distributeurs sont normaux en Europe. Les délais de livraison...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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