AlphaValue Corporate Services
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Cementir Holding

CR
Bloomberg   CEM IM
Ciments & Agrégats  /  Italie  Web Site   |   Investors Relation
Egalement présent dans : Sociétés holdings
Competitive pricing but lower cost supports profitability
Objectif
Potentiel 59,7 %
Cours (€) 7,2
Capi (M€) 1 146
Perf. 1S: -2,83 %
Perf. 1M: -2,57 %
Perf. 3M: -8,47 %
Perf Ytd: 20,8 %
Perf. relative/stoxx600 10j: -1,71 %
Perf. relative/stoxx600 20j: -1,34 %
Opinion change29/07/2021

Changement d’OpinionAchat vs Accumuler

Changement d’EPS2021 : € 0,76 vs 0,69+9,44 %
2022 : € 0,85 vs 0,79+8,28 %

Following a good set of H1 results, along with strong demand momentum and updated guidance, we have revised our estimates upwards. We now assume the FY21 revenue and EBITDA to be €1.35bn and €297m respectively, and estimate them to grow by 6.3% and 7.7% CAGR respectively over 2020-23. As a result, our EPS for FY21 and FY22 have been positively impacted.



Mises à Jour

29 juil. 21 Publication Res./CA
H1 21: all regions in recovery mode

06 mai 21 Publication Res./CA
Q1 21: growth momentum continues

10 mars 21 Publication Res./CA
FY20 results - a Turkish Delight

05 févr. 21 Publication Res./CA
FY 20: performance beyond full-year guidance

29 juil. 20 Publication Res./CA
H1 20: in for a Danish treat

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