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Holcim (HOLN SW)
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23
Analysis
Materials
•
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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bullish
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Holcim
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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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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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582 Views
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bearish
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iShares MSCI ACWI ETF
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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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458 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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253 Views
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bullish
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CSR Ltd
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26 Feb 2024 21:34
CSR (CSR AU): Saint-Gobain’s Binding Proposal at A$9.00
The offer is attractive and represents a 15-year high. At the last close and for a mid-June payment, the gross/annualised spread is 7.4%/28.8%.
Arun George
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765 Views
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