ArcelorMittal : Ne pas jeter le bébé avec l’eau du bain
>Les fondamentaux offre/demande sont inchangés - Lors un récent roadshow, ArcelorMittal (AM) a noté que 1/ les tendances positives de la demande observées au S1 2021 n'ont pas changé. Le secteur automobile reste faible, mais les volumes non alloués continuent d'être redirigés vers des ventes « prix au spot » plus rentables. Le management souligne également 2/ des niveaux de stocks moins tendus mais toujours inférieurs à la norme, et 3/ des carnets de commandes qui s'é...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.
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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