Voestalpine : Le T4 ne sera pas aussi fort qu’attendu. La facture CO² risque d’exploser. Sous-performance (vs Neutre)
>Un T3 meilleur que prévu - L’EBITDA du T3 2020/21 (exercice fiscal clôturant le 30 mars) est ressorti à 288 M€ (vs 237 M€ au T2 2020/21). Le management est constructif sur le secteur de l’automobile (33% des ventes en 2019/20), la construction (9% des ventes), les biens d’équipements (9% des ventes) et les produits de consommation (5% des ventes) dont l’activité est revenue au niveau d’avant COVID-19. L’activité liée aux infrastructures ferroviaires (12% des ventes) ...voestalpine is engaged in the production, processing, and distribution of materials made of steel and in research and development in the areas of metallurgy, metal processing, and materials technology. Co.'s steel division focuses on the production and processing of flat steel products. Co.'s special steel division is involve in tool steel and high-speed steel. Co.'s metal engineering division is engaged in turnout technology, rails and treated wire, and tubes. Co.'s metal forming division is involve in tube products and precision strip steel as well as pre-finished system components. Co.'s other activities include heavy plate production, a foundry, and a number of downstream processes.
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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