HLBZF News and Press, HeidelbergCement AG From 05/12/22

Immaterial exposure in Russia/Ukraine. Revenue beat but not in margins, we estimate more price increases in the future. Confirmed 2022 guidance and our positive outlook based on a revamp of the infrastructure expenditure. For further details see: HeidelbergCement: Again ...

The following slide deck was published by HeidelbergCement AG in conjunction with their 2022 Q1 earnings call. For further details see: HeidelbergCement AG 2022 Q1 - Results - Earnings Call Presentation

HeidelbergCement AG (HLBZF) Q1 2022 Earnings Conference Call May 11, 2022, 12:30 PM ET Company Participants Dominik von Achten – Chief Executive Officer Rene Aldach – Chief Financial Officer Christoph Beumelburg – Head, Group Communication & Investor Relations Confere...

The April/May period is always a two-month period of massive capital inflows, enhanced this year by substantial capital gains from various sources. It leads to a short-term capital influx of ~$30,000 that is, frankly speaking, an unwelcome cash addition to my portfolio. Given the ...

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...

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...