Report
Sven Edelfelt

LafargeHolcim : And cement began to shine again

>Feedback from the roadshow in Paris and Geneva with Géraldine Picaud (CFO) - All the current issues were discussed during the roadshow. The cautious message and culture of cost control not only confirmed our view that the outlook for 2021 is bright but also that there is potential for a nice surprise. Besides the various infrastructure stimulus programmes to support the recovery and its new-found pricing power, LafargeHolcim should fare well insofar as it had virtual...
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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