Report
Sven Edelfelt

HeidelbergCement : Optimiste pour 2021 en attendant des cessions d’actifs

>Vers un bon T1 pour commencer ! - Alors que les commentaires sur les résultats préliminaires sont disponibles dans le flash du 23/02 (« Une bonne année 2020 et des perspectives plutôt favorables »), nous retenons de la conférence téléphonique, les éléments ci-dessous. Le ton était globalement confiant pour le mois de janvier et pour le T1. Autre point à retenir, le CEO a dit viser conserver au moins 50% des 1.3 Md€ d’économies réalisées en 2020. Fidèle à son habitude...
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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