Report
Martijn Den Drijver

Bekaert : Forum Feedback: Positive developments/expectations FIFO and market share

>New elements - IR manager van Hamme and head of IR Bohez presented at our ODDO Forum 2022. When discussing supply chains, Bekaert indicated that these are still very much disrupted. However, due to its decentralised model, Bekaert is also benefitting as competitors with centralized models are hit harder, suggesting that market share gains in RR (Europe, Latam) and SWS (Latam) still prove sticky. In terms of the M&A pipeline, head of IR Bohez indicated that Bekaert ha...
Underlying
Bekaert SA

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.

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
Martijn Den Drijver

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