Holcim : Un très bon T1 mais une guidance presque inchangée
>EBIT T1 > 40% au consensus grâce aux volumes/prix et coûts - L’EBIT ressort à 614 MCHF (+2.1% à pcc et +16.3% en réel), sensiblement au-dessus du consensus (443 MCHF) et de nos attentes (434 MCHFe). Si le T1 constitue un petit trimestre (7%-15% de l’EBIT annuel) et reste non représentatif compte tenu des traditionnelles maintenances saisonnières, la belle performance de ce T1 aura un impact sur l’ensemble de l’année. Par rapport à nos estimations, l’EBIT est supérieu...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.
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.
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