Report
Sven Edelfelt

Heidelberg Materials : Du malus écologique au bonus…

>Feedback roadshow avec le CFO à Paris (page 1 & 2) - Nous avons organisé, malgré notre opinion Sous-performance (cela mérite d’être souligné), un RS à Paris avec le CFO, René Aldach et Ozan Kacar (Head of IR). Une première en physique pour René et une première réussie, les feedbacks préliminaires étant largement positifs. Heidelberg Materials a fait le pari d‘une baisse des coûts d’énergie pour 2023. Le groupe présente une couverture limitée à 40/45% et espère bénéfi...
Underlying
HeidelbergCement AG

HeidelbergCement is engaged in the production and distribution of cement and aggregates, concrete and building products. Co.'s product range is complemented by downstream activities, such as ready-mixed concrete, concrete products, and concrete elements; in some countries, asphalt and building products, such as bricks and roof tiles, lime, or sand-lime bricks, are also manufactured. Furthermore, Co. provides services such as worldwide trading in cement and coal by sea. Co.'s products are used for the construction of houses, infrastructure, and commercial and industrial facilities.

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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