HLBZF News and Press, HeidelbergCement AG From 02/28/22

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

Let’s discuss three investments that offer what our European insider sees as excellent 2022 potential. They’re all sporting undervalued share prices compared to even conservative estimates for the coming years. Our insider owns all three and I'm considering all of th...

In Q3, inflation percolated into the financials of HeidelbergCement. Both EBIT and EBITDA were below analysts' forecast, though revenues were surprisingly stronger. Energy (likely because of the natural gas price rally) and freight costs were among the culprits. The silver lining ...

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 – Institutional Class declined -0.25% in 2021’s th...

HeidelbergCement AG (HLBZF) Q3 2021 Earnings Conference Call November 04, 2021 09:00 AM ET Company Participants Christoph Beumelburg - Head, Group Communication & Investor Relations Dominik von Achten - Chairman René Aldach - Chief Financial Officer Conference Call Participants Arnau...

The following slide deck was published by HeidelbergCement AG in conjunction with their 2021 Q3 earnings call. For further details see: HeidelbergCement AG 2021 Q3 - Results - Earnings Call Presentation

HeidelbergCement is a top global player in aggregates and ready-mix concrete and the second largest in cement. The stock is yielding ~3%, with strong DPS growth potential. The pillars of the dividend thesis are the sharp revenue recovery after the pandemic-induced softness, copiou...