Report
Chaima Ferrandon ...
  • Sven Edelfelt

Vicat : Un outil industriel toujours et encore au centre du jeu

>Feedback roadshow organisé avec le CFO à Paris - Nous avons organisé un RS à Paris avec Hugues Chomel (CFO) et Pierre Pedrosa (HIR). Sans surprise, les principaux sujets de conversation auront été ceux de la décarbonation (baisse du taux de clinker, projets de capture de CO2 ou encore CBAM) et de la hausse des prix nécessaire pour financer cette transition (celle-ci dépendra du prix du CO2). Dans un contexte de valorisation déprimée, les investisseurs ont aussi deman...
Underlying
Vicat-Ciments Vicat SA

Vicat specializes in the production and marketing of cement, ready-mixed concrete and aggregates. Co. is also engaged in other activities which are: transport brokering (transporting materials and merchandise to large work sites) and contract work, production of prefabricated concrete products, fabrication of building products and paper. Co.'s business is divided into four segments: Cement, Ready-Mixed Concrete, Aggregates and Other Products and Services. Co.'s activities are conducted in eleven countries across Europe, North America Asia, Africa and the Middle East such as: France, U.S.A., Italy, Switzerland, Turkey, Egypt, Senegal, Mali, Mauritania, Kazakhstan and India.

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
Chaima Ferrandon

Sven Edelfelt

ResearchPool Subscriptions

Get the most out of your insights

Get in touch