HCMLY News and Press, LafargeHolcim ADR From 01/14/24

2024-01-14 10:40:00 ET Summary Holcim is a Swiss company that has used M&A to consolidate the cement industry and unlock economies of scale. Despite a decrease in reported revenue, Holcim has improved margins and organic performance. Holcim has pursued a significant amount...

2023-10-23 11:49:32 ET Summary Holcim has shown strong performance and growth potential, with higher quality assets compared to its competitor Heidelberg. The company is considered one of the "greenest" concrete companies, which is an advantage in the ESG-focused market. Holci...

2023-08-06 00:20:44 ET Summary We lower our estimates on Holcim on the back of a real estate slowdown. The Solutions & Products division reported a negative sales and earnings trajectory. Holcim is now trading in line with our EV/EBITDA target multiple. The company looks p...

2023-07-27 08:07:07 ET Holcim Ltd (HCMLF) Q2 2023 Earnings Conference Call July 27, 2023, 04:00 AM ET Company Participants Bénédicte Mayer - Investor Relations Jan Jenisch - Chairman, CEO Steffen Kindler - CFO Conference Call Participants Pa...

2023-07-13 23:01:48 ET Summary I sold my stake in Heidelberg after the share price reached my target of €75/share, despite believing in its long-term potential. I believe that Holcim, like Heidelberg, has reached a peak for the time being, despite giving it a neutral hold r...

2023-04-23 00:46:42 ET Summary Holcim is advancing its transforming strategy towards the Solutions & Products business segment. Supported by a solid balance sheet, the company is also accelerating on accretive M&A. Industry-leading profitability deserves a premium valu...

2023-04-21 06:00:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. An emphasis on quality...

2023-04-20 00:28:00 ET Summary The concrete/aggregate industry has seen some very good results in the past few years. Holcim results are up by over 40% in a single year in adjusted EPS. However, this outperformance and the exuberance masks potential near-term problems. 2023E earni...

2023-04-20 00:25:54 ET Summary Two Barron’s Annual-Roundtable, plus-two Bloomberg-Intelligence articles and one from InvestorPlace published late-January and April listed 119 stocks for 2023; 97 of-those were unduplicated US publicly-listed companies, of which 69 paid dividends...

2023-03-09 15:19:01 ET Summary CRH is underfollowed, overlooked, and undervalued. Large infrastructure spending programs in the USA and Europe set the business up for a decade of solid earnings. The company has decided to migrate its primary listing from the UK to the USA. ...