CRH : A l’instar des concurrents, un S2 finalement plus difficile…
>Opinion Achat maintenue - Après une performance boursière décevante, conforme à celle du secteur, le titre devrait se redresser et la révision en baisse du consensus nous semble largement intégrée à ce niveau de cours (cf. étude du 28 septembre, « A la recherche de la pierre Philosophale »). Nous jouons : 1/ les bénéfices de l’intégration d’Ash Grove /actifs ciment en Floride, 2/ de nouvelles acquisitions de proximité (enveloppe de l’ordre de ~1,0 Md€e en 2019), 3/ u...CRH is a diversified international building materials company. Co. is engaged in the manufacture and distribution of a range of building materials products from the fundamentals of heavy materials and elements to construct the frame, through value-added products that complete the building envelope, to distribution channels which service construction fit-out and renewal. Co. operates seven operating segments: Europe Heavyside, Europe Lightside, Europe Distribution, Americas Materials, Americas Products, Americas Distribution and Asia.
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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