Report
Chaima Ferrandon ...
  • Sven Edelfelt

Holcim : Quand les prix restent élevés, tout va …

>Retour sur la publication du S1 2023 - Les commentaires sur les résultats S1 sont disponibles dans le flash du 27/07 (« Le ciel est par-dessus le toit »). Nous retenons de la conférence téléphonique, les éléments ci-dessous. Après une bonne performance S1 (+13.6% de croissance à pcc au niveau de l’EBIT), le management a choisi de ne pas relever une nouvelle fois sa guidance compte tenu de l’environnement taux et de conditions macroséconomiques incertaines. La guidanc...
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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