Report
Chaima Ferrandon ...
  • Sven Edelfelt

Holcim : Dormir pour donner assez de place aux rêves

>FY 2023 : la vérité sans filtre - Les commentaires sur les résultats annuels sont disponibles dans le flash du 28/02 (« Le chemin de diamant et la voie d’or »). Nous retenons de la conférence téléphonique, pas grand chose finalement (l’avarice du détail !), sinon que la place est laissée au nouveau CEO pour relever la guidance dans les prochains trimestres… La plus grande anomalie à nos yeux reste la guidance du FCF (>3 MdCHF) après 3.7 MdCHF en 2023 et alors que le ...
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
Chaima Ferrandon

Sven Edelfelt

ResearchPool Subscriptions

Get the most out of your insights

Get in touch