Report
Sven Edelfelt

Holcim : Vivre d’illusions pour ne pas mourir de désillusion

>Retour sur les éléments clés - Alors que les commentaires sur les résultats trimestriels sont disponibles dans le flash du 22/04 (« Un très bon T1 mais une guidance presque inchangée »), nous retenons de la conférence téléphonique, un management relativement optimiste dans la capacité du groupe à couvrir l’inflation des coûts énergétiques sur 2022. D’un optimisme prudent à fin février dernier, le management apparait largement plus vocal. Pour autant, la guidance au n...
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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