ArcelorMittal : Nouvelle baisse de nos attentes à cause de plusieurs aléas opérationnels et d’un contexte macro mitigé, objectif de cours ajusté à 32 €
>Attentes T2 et T3 abaissées du fait d’incidents variés (principalement Mexique) - Alors que groupe avait indiqué à l’issue du T1 tabler sur un T2 relativement stable q-o-q, il a vu les défis internes et externes se multiplier au cours des derniers mois. Nous abaissons aujourd’hui nos attentes d’EBITDA ajusté T2 de 8% à 1,74 Md$ après les avoir déjà ajustées de 6% le 20 juin suite à un précédent contact société. La baisse de 10% vs T1 (1,96 Md$) reflète la dégradatio...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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