Report
Emna Ben Bdira ...
  • Maxime Kogge

ArcelorMittal : Preview T2 : en attendant des jours meilleurs…

>Contexte sectoriel mondial globalement déprimé - Le contexte de marché a continué de se dégrader ces dernières semaines, douchant les espoirs de reprise nés en début d’année. Les prix chinois sont au plus bas depuis 2020 avec une production locale encore trop abondante et une demande tirée par le bas par l’ajustement sans fin du secteur immobilier. Cette faiblesse se répercute sur la plupart des marchés mondiaux également orientés à la baisse, en particulier le Brés...
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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