Oddo BHF - ODDO BHF Large Caps List : conserver Holcim, vendre Amrize

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Oddo BHF

Thomas Zlowodzki

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.

25/06/2025 1 FR

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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.

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Analysts

Thomas Zlowodzki

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ODDO BHF Large Caps List : conserver Holcim, vendre Amrize

Klesia : Issuance Focus

Klesia : Focus Emission

Credit Morning 06/25/2025

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