Report
Chaima Ferrandon ...
  • Sven Edelfelt

Holcim : Waiting for the CMD in early October

>Feedback on interim earnings - Our comments on interim results are available in the Equity Flash of 26 July (“A good Q2 and guidance revised up”). The key takeaway from the conference call is that of a degree of optimism looking ahead despite weaker growth in Solutions & Products in Q2 relative to Q1. The CEO confirmed that the projects in the pipeline should lead to a further acceleration in US roofing sales in H2. The plan to list the company in the US is pro...
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.

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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