Arkema : Effective management of challenging context - Still awaiting recovery
>Feedback from analysts' meeting - Yesterday afternoon, we attended an analyst meeting chaired by CEO Thierry le Hénaff. It follows the presentation of the annual results at the end of February.Visibility is still considered problematic with no sign of recovery. Arkema's more downstream position may explain this cautious rhetoric by executives compared with other players in the sector. In any case, the destocking in the chain is almost over (at least in Europe af...Arkema is engaged in the global chemical industry which is a processing industry based on the transformation in one or several stages of raw materials (oil derivatives, gas, minerals, natural products) into more or less complex chemical products, or into plastics obtained by polymerization. In addition, Co. manufactures a wide range of products for other major industries: construction, packaging, chemicals, automotive, electronics, food manufacturing, pharmaceuticals, etc. Co. operates in this industrial context with a business portfolio focused on three segments: High Performance Materials, Industrial Specialties, and Coating Solutions.
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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