HCMLY News and Press, LafargeHolcim ADR From 03/16/22

Southeastern’s 13F portfolio value increased from $5.27B to $5.96B this quarter. The number of positions increased from 28 to 33. Southeastern Asset Management added Biogen, Liberty Broadband, and Fiserv while dropping Baidu. The top three positions are Lumen Technologies, ...

Since writing about HeidelbergCement, I've gotten requests to look at Holcim. Here I will do exactly that. Holcim shares some of the structural advantages and disadvantages of its German peer  -but it also comes with its own character, which might be appealing to some. This i...

Beneficiary of government spending and a well recognised ESG leader in the sector. Firestone acquisition is a new arm for earnings growth. DPS increased by 10%, we rate the company with a Buy. For further details see: LafargeHolcim: Multiple Arbitrage Thanks To Firestone...

The following slide deck was published by Holcim Ltd in conjunction with their 2021 Q4 earnings call. For further details see: Holcim Ltd 2021 Q4 - Results - Earnings Call Presentation

With the war in Ukraine, I'm taking a look at the high-level implications and guiding toward what would be considered decent targets and considerations. There are negatively and positively impacted sectors to consider. The current environment offers buying opportunities as well as ris...

LafargeHolcim Ltd (HCMLF) Q4 2021 Earnings Conference Call February 25, 2022, 5:00 AM ET Company Participants Jan Jenisch – Chief Executive Officer Geraldine Picaud – Chief Financial Officer Conference Call Participants Elodie Rall – JP Morgan Lars Kjellberg – Cr&#...

Keynesian thesis coming up in main key market. Portfolio optimization to boost higher returns. Solid and strong margin that supports a buy rating. For further details see: HeidelbergCement: The Best Is Yet To Come

LafargeHolcim press release (OTCPK:HCMLY): FY Non-GAAP EPS of CHF3.98. Revenue of CHF26.83B (+15.9% Y/Y). Outlook and Guidance 2022: Double-digit net sales growth in Solutions & Products; accelerated progress towards 2025 sustainability targets; growth in net sales of above 6% like-f...

In three installments from January 17-31, 2022, Barron's Weekly published their annual Roundtable (BRT22) stock picks from ten investment experts. Of 53 selected, 34 pay dividends and four of those are primed to buy. The top-10 BRT22 showed net gains ranging from 21.65%-51.84% by MSCI...

Holcim outlines a broadly in-line set of financial targets, although a closer look points toward some conservatism embedded in the numbers. Growth in lower CO2 alternative products and M&A are set to drive an accretive longer-term transition toward 'value' over volume. With th...