Report
Sven Edelfelt

LafargeHolcim : How to cope with the cost inflation

>Confident for Q4 and even 2019 (except for Latin America) - The management expressed confidence for Q4 and also for 2019. The CEO was much more upbeat on the Africa-Middle East region (Algeria, Egypt and Nigeria) but more measured on Latin America and particularly Argentina (slowdown and currency depreciation), Mexico (post-election effect) and Colombia (continuation of the negative spiral). Concerning Africa and the Middle East, which were the weak point in the H1 r...
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
Sven Edelfelt

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