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Aperam : Le T1 2021 devrait être meilleur que prévu. Le reste de l’année aussi. Le re-rating va se poursuivre

>Un T1 2021 bien meilleur que prévu - Pour le T1 2021, le groupe confirme la bonne tenue de l’activité (demande finale et restockage) de la division S&ES Europe (31% de l’EBITDA 2020) pour la plupart des segments (en particulier l’auto et l’électroménager) tandis que la construction a ralenti. Le pétrole & gaz, la restauration et certains biens d’équipement restent faibles. La hausse des prix, perceptible fin 2020, s’est accélérée au T1 2021 (prix de base du CRC 304 a...
Underlying
Aperam SA

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.

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.

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