Report
ODDO BHF Large Caps List : conserver Holcim, vendre Amrize
Après le spin-off réalisé lundi, nous maintenons Holcim (Surperformance, OC 67 CHF vs 110 CHF) dans notre liste Large Caps et préférons vendre les titres Amrize reçus. L’equity story de Holcim « Europe » est intacte, tandis que les perspectives d’Amrize aux Etats-Unis sont plus incertaines, y compris sur le plan des informations financières à notre disposition à ce jour.
Provider
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.
Thomas Zlowodzki
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