Report
Chaima Ferrandon ...
  • Sven Edelfelt

Heidelberg Materials : US: the power of dreams and dreams of power

>2024 set to be driven by acquisitions - The comments on the annual results are available in our Flash published on 22/02 (“Optimism and new share buyback programme”). Our takeaways from the conference call are as follows. The CEO made no secret of his optimism on the price/cost differential even in the context of falling fuel and CO2 prices. While the group has remained realistic on 2024 and construction markets are not flourishing, the CEO explained that the guidanc...
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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