HDELY News and Press, HeidelbergCement AG ADR From 04/30/22

The Polaris International Equity Composite returned -5.24%. Now with ‘higher inflation for longer’ rhetoric, commodities have another leg up as in the past they have served as a hedge against inflation. We are considering the risks of a big slowdown in Europe, contin...

The Polaris Global Equity Composite returned -3.83%. We are constantly assessing the portfolio seeking to ensure that our holdings thrive in an inflationary period. We are actively seeking attractively-priced stocks with good upside potential and lesser downside risk. We belie...

The time has come for me to show you my best "BUYs" and the stocks I'm buying going into this market. Some of them may be surprises to you. My intention is to put some fresh capital to work. I show you 7 stocks that I'm going to "BUY" in the near-term future. For further det...

Strong Q1 performance both at sales and at operating profit level. Supportive M&A strategy - once again an excellent US acquisition. Higher guidance and we confirm our buy rating with a 42% upside. For further details see: LafargeHolcim: A Follow Up Note On Q1 Perfor...

Analysing HeidelbergCement's exposure in Russia and in Ukraine. Confirming our long term thesis. Despite the energy price increase, management increased the DPS by 9% and we also confirm our buy rating at 70 euros per share. For further details see: Looking At Heidelberg...

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

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...

HeidelbergCement AG (HLBZF) 2021 Full Year Results Earnings Conference Call February 24, 2022 8:00 AM ET Company Participants Christoph Beumelburg – Head, Group Communication & Investor Relations Dominik von Achten – Chief Executive Officer Rene Aldach – Chief Financi...

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...

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