Report
Haythem BOHLI ...
  • Maxime Kogge

Eramet : Momentum moins propice sur le manganèse et surtout le nickel mais trajectoire LT inchangée, OC ajusté à 140 € vs 143 €

>Momentum peu propice sur le manganèse et surtout sur le nickel - Après avoir longtemps sous-performé, le titre Eramet a réalisé un parcours boursier récent satisfaisant, en hausse de 14% depuis le début de l’année. En plus des bons résultats annuels parus le 23 février, ce bon parcours traduit, selon nous, la meilleure perception du positionnement sur les métaux de transition (lithium et nickel de qualité batterie). Dans l’immédiat, le momentum sur les principales ma...
Underlying
Eramet SA

Eramet is a mining and metallurgical group, which specializes in the extraction, production and marketing of non-ferrous metals, their chemical derivatives, alloys and superalloys, and parts. Co.'s operations are divided into three divisions: Nickel division which focuses on nickel and its derivative applications; Manganese division which focuses on manganese alloys, manganese chemical derivatives and provides recovery and recycling services of metals contained in oil-industry catalysts, electric batteries and acid solutions; and Alloys division which produces and sells special high-performance steels, superalloys and pre-machined parts based on these materials or aluminium and titanium.

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
Haythem BOHLI

Maxime Kogge

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