ArcelorMittal : Nous anticipons désormais un EBITDA 2021e de 20 Md$. La stratégie de décarbonation nous semble crédible et son budget raisonnable
>Le management encore plus constructif sur le S2 2021 - Le management note que la demande a continué de s'améliorer tout au long du S1 2021, ce qui, couplé à des stocks toujours bas a soutenu une hausse substantielle de la marge acier. Compte tenu des carnets de commandes (nouvelles facturations repoussées au T4 2021) et de l’inertie dans les contrats, cette amélioration de la marge ne se reflète pas encore pleinement dans des résultats du T2 pourtant records (EBITDA ...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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