Report
Sven Edelfelt

LafargeHolcim : Vers un bon S2 dans un contexte incertain

>Raisonnablement optimiste pour la suite - Alors que les commentaires sur les résultats préliminaires sont disponibles dans le Flash du 30/07 (« La surprise du chef »), nous retenons de la conférence téléphonique, les éléments ci-dessous. Point important, le CEO, Jan Jenisch, s’est montré prudemment optimiste concernant la reprise dans les pays touchés par le confinement citant l’exemple de la Chine et un bon mois de juillet après +5% en juin. La plupart des questions...
Underlying
LafargeHolcim Ltd.

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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