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MarketLine Department
  • MarketLine Department

Marcegaglia S.p.A. - Mergers & Acquisitions (M&A), Partnerships & Alli...

Summary Marketline's Marcegaglia S.p.A. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Marcegaglia S.p.A. - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investmen...

Maxime Kogge
  • Maxime Kogge

ODDO : Strengthening the EU's protectionist framework: reality check

The strengthening of the protectionist setup in Europe, while very significant, does not alter our sector hierarchy. We expect Europe to suffer from still soft demand in 2026 and high inventories fuelled by imports set to remain elevated out to H1. We are lowering our estimates for 2026 and 2027 but raising them further out, with our target prices increased by 20% on average as a result. With its focus on the US and a possible speculative dimension, Acerinox's positioning remains attractive. We ...

Maxime Kogge
  • Maxime Kogge

ODDO : Renforcement du cadre protectionniste de l’UE : reality check

Le renforcement du cadre protectionniste en Europe, bien que très significatif, ne modifie pas notre hiérarchie sectorielle. Nous pensons que l’Europe devrait pâtir d’une demande encore faible en 2026 et de stocks importants nourris par des importations probablement encore élevées jusqu’au S1. Nous abaissons nos estimations 2026 et 2027 mais les relevons au-delà et nos OC sont donc augmentés de 20% en moyenne. Avec son focus sur les USA et une possible dimension spéculative, nous jugeons le posi...

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