voestalpine : Preview T2 : attendu en retrait à cause de HPM et Metal Engineering, le mix sectoriel reste défensif
>T2 attendu en baisse avec la saisonnalité et la faiblesse de certains segments - voestalpine publiera le 8 novembre ses résultats T2 (clos au 30 septembre). Nous tablons sur un EBITDA de 368 M€ en baisse de 27% sur le T1, ce qui nous place 9% sous le consensus Visible Alpha (404 M€). Grâce à sa structure de vente entièrement contractuelle, voestalpine devrait être moins impacté que ses pairs par la baisse actuelle des prix spot de l’acier. Les ajustements de prix dev...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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