Report
Emna Ben Bdira ...
  • Maxime Kogge

ArcelorMittal : En attendant la reprise, rachats d’actions et valorisation en support du titre

>Après un T2 résilient, nos attentes T3 sont quasi-inchangées - Nous avons fait le point avec la société après les résultats publiés la semaine dernière. Le T2 a été résilient avec un EBITDA de 1,86 Md$, 5% au-dessus du consensus et en recul limité de 5% vs T1 malgré la baisse mondiale des prix de l’acier et du fer et plusieurs incidents rencontrés au Mexique (grève d’ampleur), au Canada (feux de forêts) et en Afrique du Sud (pannes). A la suite de cette publication, ...
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.

Analysts
Emna Ben Bdira

Maxime Kogge

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