Report
Chaima Ferrandon ...
  • Sven Edelfelt

Holcim : Attendre pour mieux voir

>Retour sur la publication du T3 - Les commentaires sur les résultats T3 sont disponibles dans le flash du 27/10 (« Globalement sans grande surprise »). Nous retenons de la conférence téléphonique, les éléments ci-dessous. Nous avions retenu de la conférence téléphonique S1 que la guidance pourrait être relevée, elle ne l’a finalement pas été à l’exception de la marge d’EBIT mais le consensus tablait déjà sur une marge >17%. Insuffisant pour relever les attentes de pl...
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
Chaima Ferrandon

Sven Edelfelt

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