Report
Chaima Ferrandon ...
  • Sven Edelfelt

Holcim : Tout va très bien madame la marquise

>Retour sur la publication du T1 2023 - Les commentaires sur les résultats annuels sont disponibles dans le flash du 21/04 (« Un bon T1 et une guidance relevée »). Nous retenons de la conférence téléphonique, les éléments ci-dessous. Le relèvement de la guidance est basé sur une certaine confiance au niveau des volumes, du différentiel prix/ coûts dans tous les secteurs d'activité et régions mais aussi sur la capacité du groupe à procéder à des nouvelles acquisitions ...
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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