voestalpine : Preview T1 : profil toujours résilient mais peu d’upside sur la valorisation
>Vers un T1 solide grâce à de bons volumes et des prix relativement stables - voestalpine publiera le 9 août ses résultats T1 (clos au 30 juin). Nous tablons sur un EBITDA ajusté de 493 M€ en repli de 13% sur le T1 (564 M€) et 3% en dessous du consensus Visible Alpha (509 M€). Compte tenu de sa structure de vente entièrement contractuelle, le groupe ne devrait que peu profiter de l’envolée des prix de l’acier durant la période. Si les contrats trimestriels (env. 40% ...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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