Holcim

05/08/22 -"We have updated our model following the H1 results. Given the company's strong performance in the Americas and Europe, as well as its full order book, we have increased our top-line as well as EBIT ..."

PDF page sample
Pages
71
Language
English
Published on
05/08/22
Download
You may also be interested by these reports :
10/08/22
The from 4Q22 into 1H23 delayed MBCC closing is annoying but neither changing the significant deal value generation nor our positive view on Sika
09/08/22
We have updated our model following the H1 results. We have upgraded our EBITDA estimates for all regions except for North America, which continues ...
08/08/22
We have updated our model following the H1 results. In H1, the company put through significant price hikes which only partially offset the impact of ...
05/08/22
We have updated our model following the H1 results. Given the company’s strong performance in the Americas and Europe, as well as its full order ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO