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ArcelorMittal : La cession d’AM USA coche beaucoup de cases. Opinion Achat réitérée

>Cession d’AM USA : une logique industrielle indiscutable - ArcelorMittal (AM) a annoncé hier la cession de sa division ArcelorMittal USA (AM USA) à Cleveland Cliffs qui devient, ainsi, le leader américain dans les aciers plats au carbone (16.5 Mt pro forma dont 10.5 Mt venant d’AM USA) devant Nucor (12.7 Mt) et US Steel (10.7 Mt). Cleveland Cliffs devrait également se renforcer dans le minerai de fer (28 Mt pro forma vs 20 Mt précédemment) avec une intégration vertic...
Underlying
ArcelorMittal SA

ArcelorMittal is a steel company, based in Luxembourg, with operations in more than 60 countries. Co. is active in all major global steel markets, including automotive, construction, household appliances and packaging, as well as activities in Research & Development and technology, with captive supplies of raw materials and its own distribution network. Co. has an industrial presence in over 20 countries spanning four continents, covering key steel markets, from emerging to mature. Co. offers a complete spectrum of steel products from commodity steel to value-added products, from long products to flat, from standard to specialty products, from carbon steel to stainless steel and alloys.

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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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