Report
Sven Edelfelt

Holcim : Rattrapé par l’inflation des coûts de l’énergie

>Résultats T1 pénalisés par les coûts d’énergies et les effets de base - Publication du trading update du T1 2022 le 22 avril avant Bourse et conférence téléphonique à 10h CET. Nous tablons sur un EBIT T1 de 434 MCHF (-17.9% en réel et -28.6% à pcc). Le consensus n’a pas été publié à ce stade mais celui-ci devrait ressortir proche de nos attentes, selon nous. Le groupe devrait enregistrer un effet prix/coûts fortement négatif dans toutes les zones géographiques compte...
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
Sven Edelfelt

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