Bekaert : CMD and strategy update planned
>CMD and strategy update planned - We had a call with Bekaert’s IR director and CFO late last week. Bekaert is planning a capital markets day before the end of the year whereby the company will give an update on the strategy with a focus on technology, innovation and simplification. We think it is likely that significant time will be spent on possible divestments to achieve that simplification (likely candidates from where we are sitting: SWS Latam the Northern operat...Bekaert is a global technological and market company engaged in advanced solutions based in steel wire transformation and coatings as well as an independent manufacturer of drawn steel wire products. In addition, Co. teams up with customers and suppliers globally to develop, implement, upgrade, and protect both current and future technologies. Co.'s business activities are put in practice along two main axes: Product Innovation and Process Innovation. Product Innovation helps Co. better serve its customers, while Process innovation enables Co. to increase operational effectiveness, minimizing its impact on the environment.
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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