Report
Chaima Ferrandon ...
  • Sven Edelfelt

Heidelberg Materials : The myth of the conquest of the West

>Feedback from the Paris road show (page 1 & 2) - We organised a road show in Paris with Ozan Kacar (Head of IR) and Katharina Forster (Senior IR Manager). Unsurprisingly, the main topic of conversation was capital allocation following rumours of an offer made by Heidelberg Materials on the US company Summit. The trend in energy costs and demand in 2024 were also major points of interest for investors. The profitability of CO2 carbon capture projects was also a key fo...
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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