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2023-08-06 00:20:44 ET Summary We lower our estimates on Holcim on the back of a real estate slowdown. The Solutions & Products division reported a negative sales and earnings trajectory. Holcim is now trading in line with our EV/EBITDA target multiple. The company looks p...
2023-07-27 08:07:07 ET Holcim Ltd (HCMLF) Q2 2023 Earnings Conference Call July 27, 2023, 04:00 AM ET Company Participants Bénédicte Mayer - Investor Relations Jan Jenisch - Chairman, CEO Steffen Kindler - CFO Conference Call Participants Pa...
2023-07-27 05:25:16 ET LafargeHolcim press release ( OTCPK:HCMLF ): 1H GAAP EPS of CHF2.19. Revenue of CHF13.06B (-11.0% Y/Y). For further details see: LafargeHolcim GAAP EPS of CHF2.19, revenue of CHF13.06B
2023-07-13 23:01:48 ET Summary I sold my stake in Heidelberg after the share price reached my target of €75/share, despite believing in its long-term potential. I believe that Holcim, like Heidelberg, has reached a peak for the time being, despite giving it a neutral hold r...
Summary The company's roofing division is too important to go unnoticed, with recurring EBIT margin at 20%. New orders are weakening; however, the company is able to achieve a positive pricing delta. We continue to see upside in our multiple arbitrage opportunity. We...
Cement maker Holcim ( OTCPK:HCMLF ) ( OTCPK:HCMLY ) said Tuesday its French subsidiary Lafarge agreed to pay $778M in fines and forfeitures and plead guilty to providing material support to Islamic State by keeping a cement factory operating in Syria after conflict broke out in ...
Summary Holcim's shares have outperformed YTD and interim FY12/2022 results were firm. Despite being a global leader in the building materials sector, Holcim is not immune to cost pressures from inflation and increasing borrowing costs. Management has aired no real concerns to...
Summary Southeastern’s 13F portfolio value decreased from $5.66B to $4.74B this quarter. The number of positions increased from 35 to 36. They increased IAC/Interactive, Hyatt Hotels, General Electric, Warner Bros. Discovery, and Liberty Broadband and Affiliated Managers Gr...
Summary Looking at the sector, CRH is currently less impacted by higher energy costs. Despite uncertainties and higher prices, we expect a robust second half of the year (still supported by private and public expenditures). $5.5 billion EBITDA reiterated so we decide to initia...
Longleaf Partners Funds is a suite of mutual funds and UCITS funds that Southeastern Asset Management, the investment advisor to the Longleaf Partners Funds, created in 1987 as a way for Southeastern employees to invest alongside their clients. Longleaf Partners International Fund dec...
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