Report
Sven Edelfelt

LafargeHolcim : La problématique de l’inflation des coûts

>Confiant pour le T4 et même 2019 (sauf pour l’Amérique latine) - Le management a affiché une certaine confiance pour le T4 mais aussi pour 2019. Le CEO s’est montré beaucoup plus optimiste sur la zone Afrique Moyen-Orient (Algérie, Egypte et Nigeria) mais plus mesuré sur l’Amérique latine en particulier l’Argentine (ralentissement et dépréciation de la monnaie), le Mexique (effet post élection) et la Colombie (poursuite de la spirale négative). Concernant l’Afrique M...
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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