Arkema : Feedback roadshow : le COVID renforce la stratégie de mutation
>Principaux sujets évoqués : activité, économies, M&A… - Nous avons organisé mardi un roadshow virtuel avec Thierry le Hénaff et Marie-José Donsion, respectivement CEO et CFO d’Arkema. S’agissant de l’activité, la visibilité est présentée comme faible, expliquant l’absence de guidance pour 2020 (difficile d’avoir des convictions dans un contexte sanitaire/économique aussi exceptionnel). Juillet/août se sont inscrits dans des directions ressemblant à juin (CA = -10%) q...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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