Aperam : Un EBITDA et une génération de FCF solides au T3 2021. Opinion Surperformance réitérée
>Des fondamentaux toujours solides. La Chine n’est pas une menace - La demande reste bien orientée pour la plupart des segments à l’exception notable de l’automobile. Les stocks chez les distributeurs semblent normaux en Europe. Les délais de livraisons s’étendent à 3 mois (vs 2 mois en temps normal). La part de marché des importations est revenue à la normale (<22/23% vs 31% au T3 2020) grâce, notamment, 1/ aux mesures antidumping décidées par l’UE sur les importatio...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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