Report
Emna Ben Bdira ...
  • Maxime Kogge

ArcelorMittal : En première ligne de la remontée des cours de l’acier, OC réhaussé à 35 €

>Environnement plus porteur avec une offre plus disciplinée notamment en Chine - ArcelorMittal bénéficie d’un environnement de marché plus porteur avec des prix en hausse dans la plupart des zones depuis octobre/novembre, un des drivers de notre upgrade à Surperformance le 11 décembre. Cette situation reflète l’ajustement des prix de l’acier à la forte hausse des cours du charbon et du fer après plusieurs mois pendant lesquels les marges des aciéristes avaient été pre...
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

Other Reports on these Companies
Other Reports from Oddo BHF
Ghada Ben Sedrine ... (+2)
  • Ghada Ben Sedrine
  • Nicolas David
Benoit Valleaux ... (+5)
  • Benoit Valleaux
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
Ghada Ben Sedrine ... (+2)
  • Ghada Ben Sedrine
  • Nicolas David

ResearchPool Subscriptions

Get the most out of your insights

Get in touch