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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...
HeidelbergCement AG ( OTCPK:HLBZF ): For further details see: HeidelbergCement AG reports results
Summary HeidelbergCement Germany's cement capacities production represents just 6% of the company's total output. Despite the EU energy price increases, EU Country members are adopting national policy strategies to limit the crisis. Lowering the company's EBITDA, we still deri...
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...
HeidelbergCement AG (HLBZF) Q2 2022 Earnings Conference Call July 28, 2022 08:00 AM ET Company Participants Dominik von Achten - Chief Executive Officer Rene Aldach - Chief Financial Officer Christoph Beumelburg - Head, Group Communication & Investor Relation...
The following slide deck was published by HeidelbergCement AG in conjunction with their 2022 Q2 earnings call. For further details see: HeidelbergCement AG 2022 Q2 - Results - Earnings Call Presentation
Compared to Holcim's Q2 results, HeidelbergCement delivered a mixed quarter. Holcim is offering a new business transformation that cannot be unnoticed. We are lowering our 2022 EBITDA and maintaing a buy rating. Following our comment on Holcim's Q2 results , today is...
A recent report by Clean Energy Technology at IHS Markit benchmarked multiple decarbonization pathways currently available for the cement industry. Despite the cost reduction the new technologies could bring, policy support will still be required to incentivize these projects. Eur...
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 lost 17.7% in the second quarter of 2022. Now, however, the concern has shifted away from inflation to economic slowdown and pote...
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 ...
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