Report
Sven Edelfelt

Holcim : The information conspiracy!

>Recap of key elements - Following the group’s annual results (for our comments, see our flash of 25 February, “Always better than expected, second nature…”), we would highlight the following points from the conference call. During the conference call, the tone of the CEO’s message was more cautious than at the Q3 results publication. While optimism is still the watchword, a more cautious optimism has clearly taken hold. Even so, management believes that it will be a...
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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