Report
Sven Edelfelt

Saint-Gobain : Bluebell pour mieux réveiller la belle endormie

>Le fonds activiste Bluebell veut accélérer la transformation - D’après un article du FT, le fonds activiste Bluebell Capital appelle à deux changements majeurs au sein de Saint-Gobain. D’abord, Bluebell appelle Saint-Gobain à scinder, coter ou vendre ses activités de Distribution et à se concentrer sur son cœur de métier, les matériaux de construction, pour contribuer à dynamiser le titre. Plusieurs lettres ont été échangées avec le président du groupe Pierre-André ...
Underlying
Compagnie de Saint-Gobain SA

Compagnie de Saint-Gobain manufactures, produces, and distributes industrial materials. Co.'s activities are divided into four sectors: Innovative Materials (Co. makes, processes and sells glass and glazing products for the building, the automotive and solar energy industries; Co. also manufactures Ceramics and Plastics, Abrasives, and Textiles), Construction Products (Co. offers products for the Insulation, Gypsum, Exterior Products, Pipe and Industrial Mortars), Building Distribution (Co. distributes building materials (plumbing, heating and sanitaryware products) and ceramic tiles), and Packaging - Verallia (Co. manufactures glass containers and jars for foodstuffs and beverages).

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
Sven Edelfelt

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