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Emna Ben Bdira ...
  • Maxime Kogge

Aurubis : Baisse des matières premières vs légère amélioration sur le marché du concentré

>T3 inférieur aux attentes mais perspectives T4 solides - Aurubis a publié hier des résultats T3 2023/24 (clos au 31 mars) inférieurs aux attentes (cf. notre first take publié hier), entraînant une forte sanction boursière (-12%) sur fond de chute des marchés. L’écart avec nos attentes s’explique surtout par des gains sur les métaux moins importants que prévu et des charges d’énergie un peu plus fortes. En revanche les coûts de démarrage des nouveaux projets (en part...
Underlying
Aurubis AG

Norddeutsche Steingut is a Germany-based manufacturer and distributor of tiles, concentrating on wall and floor tiles for the residential and commercial sector. As of December 31, 2011, Co. was operational through its two wholly owned subsidiaries Nord Ceram Fliesenproduktions und -vertriebs GmbH & Co. KG, which mass produces standard- and large-size floor tiles under the Pro brand for its own sale and for partners of the parent company; as well as Bremer Wandplatten GmbH, which produces floor and wall tiles under the BW brand. Co.concentrates on business activities in Germany

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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