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Holcim (HOLN SW)
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24
Analysis
Materials
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United States
Holcim Ltd. provides building materials. The Company produces ready-mixed concrete, cement, clinker, aggregates, green mobility, and building solutions. Holcim serves clients worldwide.
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bearish
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Adani Green Energy
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05 Apr 2023 20:45
GQG Calls Adani Names 5Yr "Multi-Baggers" - It Works at 30% EPS CAGR if You Torture the Numbers
This is an update on the Adani Names where GQG Partners purchased a US$1.8bn stake from the Promoters themselves. They are up 25% in a month. Which...
Travis Lundy
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611 Views
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bullish
•
Holcim
•
30 Jan 2024 09:25
Value from US Spin-Off
Holcim plans to spin-off and list its North American business in the US, which should be value accretive and could result in a 25.7% upside.
Jesus Rodriguez Aguilar
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232 Views
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bearish
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iShares MSCI ACWI ETF
•
03 Feb 2023 07:58
Caution Warranted; ACWI-US At $93 Resistance; Buys in Communications, Staples, Materials, Financials
With the MSCI $ACWI approaching the top-end of our expected 2023 trading range at $93, we see limited upside from here and believe caution is...
Vermilion Research
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486 Views
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bullish
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Adbri
•
06 May 2024 15:51
Adbri (ABC AU): Scheme Vote on 12 June
The offer is attractive, and this is a done deal. At the last close and for the 1 July payment, the gross/annualised spread was 1.3%/8.4%.
Arun George
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298 Views
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bullish
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Adbri
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27 Feb 2024 22:42
Adbri (ABC AU): CRH and Barro’s Binding A$3.20 Offer
The offer is attractive vs. peer multiples and historical ranges. At the last close and for a mid-June payment, the gross/annualised spread is 1.9%...
Arun George
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283 Views
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