Oddo BHF - HOLCIM AG (LHN) Holcim : A l’inverse du CMD, la publication du T3 2024 aura bien lieu !

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Oddo BHF

Chaima Ferrandon ...

Sven Edelfelt

Holcim : A l’inverse du CMD, la publication du T3 2024 aura bien lieu !

>La toiture US, ce n’est toujours pas ça - Publication du trading update du T3 2024 le 25 octobre avant Bourse et conférence téléphonique à 10h CET. Nous tablons sur un EBIT T3 de 1 616 MCHF (-5.6% en réel et +4.7% à pcc). Le consensus n’a pas été publié à ce stade mais Visible Alpha table sur un EBIT à 1 682 MCHF. Le groupe devrait continuer d’enregistrer un effet prix/coûts positif dans toutes les zones géographiques après le reflux de coûts de l’énergie. Les effet...

08/10/2024 1 FR

Underlying

HOLCIM AG

LafargeHolcim is a producer of cement and aggregates. Co. also supplies ready-mix concrete, concrete products, asphalt and a range of services. Co. operates through three segments: cement, aggregates, and other construction materials and services. Co.'s cement segment provides a range of cementitious materials and also develops customized blends for special applications. Through its aggregates segment, Co. produces aggregates which include crushed stone, gravel and sand mainly used in the manufacture of ready-mix concrete, concrete products and asphalt, as well as for road building and railway tracks, with production centered on quarrying, preparing and sorting the raw material.

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CH0012214059 Switzerland

Provider

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.

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Analysts

Chaima Ferrandon

Sven Edelfelt

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Holcim : A l’inverse du CMD, la publication du T3 2024 aura bien lieu !

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/08/2024

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 08/10/2024

Holcim : Unlike the CMD, the Q3 2024 results release will happen!

Credit Morning 10/08/2024

Rémy Cointreau : CA T2 24/25e attendu à -11.3% en lfl : pas d’amélioration en vue

Remy Cointreau : Q2 2024-25 sales anticipated at -11.3% l-f-l: no improvement in prospect

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