HLBZF News and Press, HeidelbergCement AG From 05/11/23

2023-05-11 18:35:22 ET Summary Portfolio reshaping continues with an ongoing upside on the circular economy. The company announced new acquisitions as well as a DPS increase. 2023 outlook upgraded with a higher RCO. Here at the Lab, in conjunction with the latest Q1 ...

2023-04-18 22:30:00 ET Summary Miller Value Partners is a value investor. It values businesses, and not just stocks, and invests in them for the long term. The Miller Income Strategy‘s representative account returned -3.51% net of fees versus 3.72% for the ICE Bank of Ameri...

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. ...

Summary We provide a comps analysis between Holcim Ltd and HeidelbergCement AG. Holcim's multiple arbitrage opportunity is providing a clear upside. In Q4, Heidelberg delivered a solid set of numbers. The dividend was confirmed, and so we did our valuation. Last week, Heid...

Summary The Irish building materials provider CRH plc saw a 9% rise in price after it released its 2022 results today. It continues to grow its sales and EBITDA, and its EPS has exceeded analysts' expectations, too. With a relatively reasonable P/E, CRH plc continues to look like a good...

HeidelbergCement AG press release ( OTCPK:HLBZF ): FY Non-GAAP EPS of €9.47. Revenue of €21.1B (+12.7% Y/Y). Excellent return on investment – ROIC at 9.1% Again strong focus on shareholder return – €1 billion spent on dividends and share buyb...

Summary Heidelberg Materials is one of the world's largest producers of building materials, including cement, aggregates, and concrete. Pricing power enabled the company to offset rising energy prices. Price hikes might stay while energy prices fall back to levels of the past. E...

Summary In the fourth quarter of 2022, the Miller Income Strategy returned 11.68%, while the benchmark ICE BofA US High Yield Index was up 3.98%. While China’s reopening stimulates aggregate global demand, it also unclogs global supply chains, thereby easing pricing pressures aro...

Summary Positive trajectory in price over cost. However, still in negative territory. The company is continuing to accelerate its price increases. Still at a discount compared to peers. Our buy rating is confirmed. For further details see:...

HeidelbergCement AG (HLBZF) Q3 2022 Earnings Conference Call November 3, 2022 10:00 AM ET Company Participants Christoph Beumelburg - Group Spokesman, Director Group Communication & Investor Relations Dominik von Achten - CEO René Aldach - CFO Conf...