ArcelorMittal : Pas de nouvelle, bonne nouvelle. Les résultats du T2 2021 seront solides. Les perspectives toujours favorables.
>Les tendances sont confirmées. Le management reste très constructif - Dans le cadre d’un échange avant le « blackout », le CFO d’ArcelorMittal (AM), Genuino Christino a confirmé que la demande demeure robuste (largement inélastique), que les carnets de commandes (s'étendant jusqu'au T4 2021) et les délais de livraisons sont toujours aussi longs et que le niveau des stocks reste bas. Toute la capacité est opérée à plein régime. Enfin, le management estime, comme nous,...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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