Report
Carole Braudeau

Eramet : Un peu de patience…

Après une année 2022 exceptionnelle, l’environnement de prix est moins bien orienté et le consensus a dégradé ses prévisions annuelles pour le nickel et le manganèse compte tenu du déclin observé depuis quelques semaines, ce qui pourrait contraindre Eramet à revoir à la baisse son objectif d’EBITDA ajusté annuel lors des prochains résultats semestriels qui devraient être publiés le 26 juillet. Ainsi, nous avons ajusté notre estimation à 905 m EUR (vs. 1.1 md EUR pour la dernière ...
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
Carole Braudeau

Other Reports on these Companies
Other Reports from Oddo BHF
Matthias Desmarais
  • Matthias Desmarais
Matthias Desmarais
  • Matthias Desmarais
Roy Külter ... (+2)
  • Roy Külter
  • Steven Boumans

ResearchPool Subscriptions

Get the most out of your insights

Get in touch