Holcim : Un T3 rassurant sur le couple prix/coûts
>EBIT T3 > 4.5% au consensus - L’EBIT T3 ressort à 1 534 MCHF (+4.7% à pcc) contre un consensus de 1 468 MCHF et de nos attentes de 1 463 MCHFe. Le groupe bien résisté dans un contexte d’effet de base moins favorable et du renchérissement des prix de l’énergie. Par rapport à nos estimations (cf page 2), l’EBIT est supérieur dans les divisions Asie Pacifique, Europe et Amérique Latine. Au total, la contribution des JV ressort à 105 MCHF au T3 après 141 MCHF au T2 (vs 1...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.
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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