A director at Heidelberg Materials AG sold 1,000 shares at 140.000EUR and the significance rating of the trade was 61/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years...
The Holcim Group demerger will take effect on Monday 23 June. Although the demerger parity will not be known until after the close of trading on Friday 20 June, we estimate it at 0.55 Holcim remain-co shares (CHF 52) for 0.45 Amrize shares (CHF 42). The uncertainty surrounding the demerger parity and taxation of dividends could create volatility. Sophisticated investors may choose to wait until the first listing before deciding to build a position in Holcim remain-co. Outperform rating maintaine...
La scission du groupe Holcim sera effective le lundi 23 juin. Si la parité de scission ne sera connue que vendredi 20 juin après Bourse, nous l’estimons à 0.55 action Holcim remain-co (52 CHF) pour 0.45 action Amrize (42 CHF). L’incertitude autour de la parité de scission et de la fiscalité des dividendes pourrait créer une certaine volatilité. Les investisseurs avertis pourraient choisir d’attendre la première cotation pour se décider à construire une position dans Holcim remain-co. Opinion Sur...
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