Imerys : Qu’attendre du CMD ?
>Des leviers sur le cash-flow pour mieux financer le dividende - Le CMD du 13 juin sera l’occasion d’ouvrir un nouveau chapitre du groupe avec Conrad Keijzer. Selon nous, le groupe devrait annoncer de nouvelles économies de coûts, réduire ses frais de Recherche & Développement et porter une attention particulière au dividende. Les économies de coûts pourraient représenter ~30°M€ (5% du CA) après la réorganisation et la réduction du nombre de divisions du groupe (de 4 ...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).
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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