Report
Sven Edelfelt

Saint-Gobain : 1789, the revolution is now!

>Feedback from the roadshow with the CFOs in Switzerland - We organised a roadshow in Switzerland (Geneva) with the future former CFO, Guillaume Texier, the new CFO of Saint-Gobain, Sreedhar N., and the head of IR, Vivien Dardel. Besides the confident and transparent message, our takeaways were as follows: 1/ the scale of the change surprised us and in our view has not yet been fully recognised by the market; 2/ disposals are set to become second nature for the group;...
Underlying
Compagnie de Saint-Gobain SA

Compagnie de Saint-Gobain manufactures, produces, and distributes industrial materials. Co.'s activities are divided into four sectors: Innovative Materials (Co. makes, processes and sells glass and glazing products for the building, the automotive and solar energy industries; Co. also manufactures Ceramics and Plastics, Abrasives, and Textiles), Construction Products (Co. offers products for the Insulation, Gypsum, Exterior Products, Pipe and Industrial Mortars), Building Distribution (Co. distributes building materials (plumbing, heating and sanitaryware products) and ceramic tiles), and Packaging - Verallia (Co. manufactures glass containers and jars for foodstuffs and beverages).

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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