Report
Sven Edelfelt

Imerys : Le temps fera son œuvre

>Feedback roadshow avec le CFO aux Etats-Unis - Nous avons organisé un RS à New York, Boston et Chicago avec le CFO, Olivier Pirotte et Vincent Gouley (IR). A retenir : 1/ les tendances T4 devraient restées globalement identiques à celles du T3, modulo un possible nouvel effet déstockage de fin d’année ; 2/ le ralentissement de la demande va entrainer de nouvelles mesures de réductions de coûts, en plus du plan de 100°M€ déjà annoncé ; 3/ la problématique des litiges ...
Underlying
Imerys SA

Imerys is engaged in the production and the processing of minerals. Co.'s operations can be divided into four business groups: Minerals for Ceramics, Refractories, Abrasives and Foundry (minerals mainly for floor tiles, sanitaryware, porcelain, mobile energy as well as high-temperature and abrasive industries); Performance and Filtration Minerals (plastics, rubber, coatings, sealants and adhesives, health, beauty and filtration of nutrition liquids); Pigments for Paper (filler and coating products for paper) and Materials and Monolithics (construction materials in clay and slate and monolithic products and solutions for high-temperature industries).

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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