Report

Aperam : On prend les mêmes et on recommence. Opinion surperformance réitérée.

>L’environnement est resté favorable au T2 2021 - L'environnement de marché reste porteur, en particulier, l’électroménager, l’automobile et la construction résistent bien tandis que les activités liées notamment au pétrole & gaz et à la restauration et certains biens d’équipement restent faibles. Les stocks chez les distributeurs se sont normalisés en Europe. Les délais de livraisons s’étendent à 3 mois (vs 2 mois en temps normal). La part de marché des importations ...
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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