Report
Sven Edelfelt

LafargeHolcim : Confident and optimistic for H2

>Good H1 and normalisation of volumes in H2 - Our comments on the preliminary results can be found in our Flash published on 31/07 (“Good Q2 figures buoyed by pricing and self-help”). Our takeaways from the conference call are discussed below. The management seems confident for H2 (normalisation of volumes and lower energy costs) and still plans to focus on bolt-on acquisitions. The group displayed a certain confidence regarding the consequences of CO2 regulations in ...
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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