SSAB : Le management reste vigilant mais confiant pour le T4. Opinion Surperformance réitérée.
>Un bon T4 2021 en perspective mais quelques nuages en Europe - Le management estime que la demande reste solide au T4 2021 mais qu’il y’a un risque de ralentissement, notamment en Europe en raison de la saisonnalité en fin d’année et de l’impact de la pénurie de semi notamment sur le secteur auto. En revanche, la demande reste forte aux Etats-Unis tandis que la demande globale d’aciers à haute résistance (AHSS) est toujours aussi forte. Notons que la part de marché d...SSAB is a supplier of high strength steels with products comprising various qualities and dimensions within wear steels and structural steels. Co.'s solutions also include services, from concept to finished delivery. SSAB Wear Services also provides advice, repairs, and sales of spare parts to the aftermarket. The business is organized into three business areas; SSAB Americas, SSAB EMEA and SSAB APAC as well as the subsidiary, Tibnor, which is a steel distributor in the Nordic region. SSAB EMEA consist of Europe, the Middle East and Africa; SSAB Americas of North and Latin America; SSAB APAC of Asia, Australia and New Zealand and Tibnor of steel and metal distribution in northern Europe.
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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