HCMLY News and Press, LafargeHolcim ADR From 11/05/20

LafargeHolcim delivered another strong quarter during the pandemic. Based expected 2020 results, investors can buy LH today at an 11% FCF yield. FCF is likely to grow further thanks to sales growth from global infrastructure programs and positive operating leverage. Long-term ...

The Fund seeks to generate equity-like returns over the long term, take less risk than the market and avoid permanent impairment of capital. We invest across capital structure, geographies, sectors. The FPA Crescent Fund gained 3.80% for the third quarter and declined -5.12% for the f...

Vicat is a France-based cement producer with operations in Europe, the U.S., and a range of emerging and frontier markets. The stock has lagged its peers since the March sell-off, despite decent operational performance. Insiders bought more shares during Q2, showing their confiden...

We are in an environment ripe for LafargeHolcim's ( HCMLF ) taking. Interest rates are very low and the continuous pressure on the global economy from COVID-19 and its expected second wave means that governments will have to look beyond monetary policy to keep economies healthy. That will inev...

This article is part of a series that provides an ongoing analysis of the changes made to Southeastern Asset Management’s 13F portfolio on a quarterly basis. It is based on Southeastern’s regulatory 13F Form filed on 08/14/2020. Please visit our Tracking Mason Hawkins’ ...

LafargeHolcim Ltd (HCMLF) Q2 2020 Earnings Conference Call July 30, 2020 4:00 am ET Corporate Participants Jan Jenisch - Chief Executive Officer Geraldine Picaud - Chief Financial Officer Conference Call Participants Elodie Rall - JPMorgan Cedar Ekblom - Morgan Stanley Pa...

Arkema (ARKAY)(ARKAF) was a company where we identified substantial mispricing . Indeed, we seem to have been vindicated by markets with a 20% outperformance relative to general market and stronger price performance than peers like Evonik (EVKIF). Actually, the business declines we witnesse...

The following slide deck was published by LafargeHolcim Ltd in conjunction with their 2020 Q2 earnings Read more ...

Source : ClearBridge Investments Editor's Note : The summary bullets for this article were chosen by Read more ...

This article is part of a series that provides an ongoing analysis of the changes made to Southeastern Asset Management’s 13F portfolio on a quarterly basis. It is based on Southeastern’s regulatory 13F Form filed on 05/15/2020. Please visit our Tracking Mason Hawkins’ ...