Report
Sven Edelfelt

LafargeHolcim : Confiance et optimiste pour le S2

>Bon S1 et normalisation des volumes au S2 - Alors que les commentaires sur les résultats préliminaires sont disponibles sur le Flash du 31/07 (« Un bon T2 porté par les prix et le self help »), nous retenons de la conférence téléphonique, les éléments développés ci-dessous. Le management nous semble confiant pour le S2 (normalisation des volumes et baisse des coûts d’énergie) et souhaite toujours favoriser les « bolt on ». Le groupe a affiché une certaine confiance p...
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

ResearchPool Subscriptions

Get the most out of your insights

Get in touch