Report
Sven Edelfelt

Saint-Gobain : New wind beginning to blow

>Feedback from road show with CFO in Switzerland - We organised a road show in Switzerland (Geneva) with the 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 scope of the change has still not been fully priced in by the market, in our view, 2/ the changes under way will likely surprise further, 3/ the CFO, Sreedhar N. embodies a certain renewal.A less b...
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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