Report
Chaima Ferrandon ...
  • Sven Edelfelt

Heidelberg Materials : Le mythe de la conquête de l’Ouest

>Feedback roadshow à Paris (page 1 & 2) - Nous avons organisé un RS à Paris avec Ozan Kacar (Head of IR) et Katharina Forster (Senior IR Manager). Sans surprise, le principal sujet de conversation aura été celui de l’allocation de capital après les rumeurs d’une offre sur l’américain Summit par Heidelberg Materials. L’évolution des coûts de l’énergie ainsi que de la demande en 2024 constituent aussi un centre de grand intérêt des investisseurs. La rentabilité des proj...
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
Chaima Ferrandon

Sven Edelfelt

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