SGO NEEDS IN-HOUSE ESG OVERHAUL (ADD; 11% UPSIDE)

01/06/21 -" Over the past one year, Saint-Gobain (Add, France) has been the best performer in the sector, as its share price has more than doubled over the same period. The reasons for the surge are ..."

Executive summary
Conflict of interest

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English

Published on

01/06/21

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CEMENT & AGGREGATES

Wars, AI, Stimulus — Cement Takes Off

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

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