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ArcelorMittal : Nous rebasons nos attentes d’EBITDA du T3 2021. Opinion surperformance réitérée

>Un réajustement (à la baisse) de notre EBITDA du T3 2021 - L'augmentation de la marge acier spot ne s'est pas entièrement reflétée dans les résultats records du T2 2021 (EBITDA de 5,1 Md$ ou 314 $/t). Au T3 2021, les livraisons d’AM pourraient refléter le ralentissement du segment automobile en Europe et en Amérique du Nord. Les prix devraient augmenter dans ces deux zones en raison du décalage dans la répercussion des augmentations des prix spot aux contrats. Le coû...
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.

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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