Report
Delphine Brault ...
  • Quentin Borie

ODDO : Preview T3 2024 : le bon niveau de commandes attendues au T3 et la Chine donnent de l’espoir

>Des cours de matières premières toujours bien orientés et une demande qui pourrait accélérer si le rebond chinois se matérialise - Lors du T3, les tendances sont restées globalement inchangées avec une demande stable sur des niveaux élevés sur le secteur minier, et une faible demande sur le secteur de la construction (poursuite – et fin – du déstockage des distributeurs et demande sous-jacente toujours mal orientée à CT, notamment en Europe). Previews détaillés en pa...
Underlyings
EPIROC AB

Metso Outotec Oyj

Outotec is a global provider of process solutions, technologies and services for the mining and metallurgical industries organized in four divisions. The Minerals Processing division provides concentrator plants, process solutions and services for ore concentration, the minerals and fertilizer industry, energy sector and water treatment. The Base Metals division provides metallurgical processing technology for copper, nickel, zinc, precious metals and ferroalloys. The Metals Processing division develops and supplies technologies and services for the production of iron, alumina, aluminum and synthetic rutile. Larox develops and delivers industrial filters for separating solids from liquids.

Sandvik AB

Sandvik is organized into five business areas: Sandvik Mining, Sandvik Machining Solutions, Sandvik Materials Technology, Sandvik Construction and Sandvik Venture. Sandvik Mining specializes in equipment, tools and service for the mining industry. Sandvik Machining Solutions focuses on tools and tooling systems for metal cutting. Sandvik Materials Technology specializes in products made from stainless steel grades and special alloys. Sandvik Construction specializes in equipment, tools and service for the breaking, drilling and crushing niches. Sandvik Venture generates value by promoting growth of small and medium-sized businesses of particular interest to the Sandvik Group.

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
Delphine Brault

Quentin Borie

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Carole Braudeau
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