Report
Sven Edelfelt

Saint-Gobain : Benefits of transformation plan, Pont-à-Mousson and update to our model

>A good H1 and market share gains - Our comments on the results can be found in our equity flash published on 26 July (“Healthy H1 2019 and cost savings increased by € 30m in 2019”) and our takeaways from the analysts’ meeting are discussed below. As an important point, the reorganisation of the group masks a deep transformation that the market is starting to gain a better understanding of, but the best is yet to come. Independent of this, the group showed a measure o...
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

Other Reports on these Companies
Other Reports from Oddo BHF
Matthias Desmarais
  • Matthias Desmarais

ResearchPool Subscriptions

Get the most out of your insights

Get in touch