Report
Chaima Ferrandon ...
  • Sven Edelfelt

Holcim : Et maintenant la suite et rien d’autre

>T1 2024 : plus de détails mais pas trop quand même … - Les commentaires sur les résultats du T1 sont disponibles dans le flash du 25/04 (« Un début d’année honorable »). Nous retenons de la conférence téléphonique, un certain optimisme pour la suite après un trimestre un peu léger compte tenu de conditions climatiques difficiles et un effet jours ouvrés négatif (-1.5%). Lors du Q&A, le management n’a pas souhaité partager les effets volumes/prix ou prix/coûts, arguan...
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

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