HCMLF - Holcim: I'm Okay Staying Out Post-Amrize Split
2025-08-27 02:25:55 ET
In my last article on Holcim ( HCMLY ) (HCMLF), I detailed my plans and considerations for the split from the NA business, which is now listed under Amrize AG ( AMRZ ). In this update article for August 2025, I intend to put a new target on Holcim that reflects its ex-NA operations and consider whether Holcim or Amrize (as a secondary choice) could be an interesting investment. I will also detail what now differentiates Amrize from Holcim and what differentiates investing in the two businesses, both in terms of potential returns as well as potential growth prospects....
Holcim: I'm Okay Staying Out Post-Amrize Split