LafargeHolcim : T3 au-delà de tous les espoirs
>EBIT 8% au-dessus du consensus - L’EBIT ressort à 1 445°MCHF (+10% à pcc), au-dessus du consensus (1 336°MCHF) et de nos attentes (1 333°MCHFe). Le groupe a réalisé une belle performance comme nous nous l’attendions (cf flash du 16/10 dernier). Par rapport à nos estimations (cf page 2), l’EBIT est supérieur aux attentes du marché dans toutes les divisions à l’exception de l’Amérique du Nord. La dynamique de prix reste bonne, le différentiel prix/coûts ressort à 267°M...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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