Outokumpu : Les marges actuelles sont soutenables. La trajectoire de désendettement crédible. La valorisation attractive. Opinion Surperformance vs Neutre
>Le bon niveau - Lors d’une réunion d’analystes récente, la CFO d’Outokumpu Pia Aaltonen-Forsell a indiqué que 1/ les livraisons du groupe augmenteraient en séquentiel entre 0 et 5% (plutôt milieu de la fourchette) en ligne avec la guidance, 2/ les délais de livraison s’étendent à quatre mois aux Etats-Unis et à six mois en Europe (vs 4 mois au T1) et les stocks restent faibles, 3/ les prises de commandes concernent principalement l’acier inoxydable standard et repren...Outokumpu is organized into the following five business areas: Coil Europe, Middle East and Africa, which consists of stainless operations as well as ferrochrome production in Europe; Coil Americas, which produces standard austenitic and ferritic grades as well as tailored products; APAC, which includes cold rolling facility and coil and plate service center in China, as well as a coil service center in Australia; Quarto Plate, which is comprised of the quarto plate production facilities in Sweden and in the U.S.; as well as Long Products, in which its products are used in a range of applications such as springs, wires, surgical equipment, automotive parts and construction.
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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