Report
Sven Edelfelt

Saint-Gobain : The best is yet to come

>Our reading of the situation remains unchanged - While comments on the preliminary results are available in the Equity Flash of 22 February (“Subliminal message: distribution in the UK for sale!”), we retain the following elements from the analysts' meeting. Key point, while the lack of market enthusiasm appears understandable, our reading of the situation remains unchanged: the group’s reorganisation masks a radical transformation not yet appreciated by the market a...
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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