Holcim(HCMLY)
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Holcim Ltd Unsponsored ADR (HCMLY) Upgraded to Strong Buy: What Does It Mean for the Stock?
Zacks Investment Research· 2024-04-15 17:01
Investors might want to bet on Holcim Ltd Unsponsored ADR (HCMLY) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The ...
Are Construction Stocks Lagging Holcim Ltd Unsponsored ADR (HCMLY) This Year?
Zacks Investment Research· 2024-04-02 14:46
The Construction group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Holcim Ltd Unsponsored ADR (HCMLY) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Construction peers, we might be able to answer that question.Holcim Ltd Unsponsored ADR is one of 96 companies in the Construction group. The Construction group currently sits at #2 within the Zacks Sector Rank. The Zacks Sec ...
Holcim(HCMLY) - 2023 Q4 - Earnings Call Transcript
2024-03-01 17:20
Financial Data and Key Metrics Changes - The company reported its full-year results for 2023, indicating significant developments in its financial performance [1][3]. - Specific financial metrics and year-over-year changes were not detailed in the provided content [1]. Business Line Data and Key Metrics Changes - The company highlighted its innovative product, ECOPlanet/Susteno, which incorporates 20% construction and demolition materials, showcasing a new growth path [4]. Market Data and Key Metrics Changes - No specific market data or key metrics changes were provided in the content [1]. Company Strategy and Development Direction and Industry Competition - The introduction of ECOPlanet/Susteno reflects the company's commitment to sustainability and innovation in the construction materials sector [4]. Management's Comments on Operating Environment and Future Outlook - Management expressed excitement about the company's growth trajectory and the innovative use of recycled materials in their products [4]. Other Important Information - The conference was hosted by the CEO and included participation from key executives, indicating a strong leadership presence [1][2]. Q&A Session Summary - No specific questions or answers from the Q&A session were provided in the content [1].
Bears are Losing Control Over Holcim Ltd Unsponsored ADR (HCMLY), Here's Why It's a 'Buy' Now
Zacks Investment Research· 2024-01-24 15:56
A downtrend has been apparent in Holcim Ltd Unsponsored ADR (HCMLY) lately. While the stock has lost 6.9% over the past four weeks, it could witness a trend reversal as a hammer chart pattern was formed in its last trading session. This could mean that the bulls have been able to counteract the bears to help the stock find support.The formation of a hammer pattern is considered a technical indication of nearing a bottom with likely subsiding of selling pressure. But this is not the only factor that makes a ...
HCMLY vs. MAS: Which Stock Is the Better Value Option?
Zacks Investment Research· 2024-01-19 17:41
Investors interested in stocks from the Building Products - Miscellaneous sector have probably already heard of Holcim Ltd Unsponsored ADR (HCMLY) and Masco (MAS) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank ...
HCMLY or MAS: Which Is the Better Value Stock Right Now?
Zacks Investment Research· 2024-01-03 17:47
Investors interested in Building Products - Miscellaneous stocks are likely familiar with Holcim Ltd Unsponsored ADR (HCMLY) and Masco (MAS) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven strategy that t ...
Holcim(HCMLY) - 2023 Q3 - Earnings Call Presentation
2023-12-28 08:32
Pictures in the presentation will be replaced this week Recygénie, Paris, France The world's first fully recycled concrete building with ECOCycle® inside Q3 2023 TRADING UPDATE JAN JENISCH | CHAIRMAN AND CEO STEFFEN KINDLER | CFO OCTOBER 27, 2023 01. HIGHLIGHTS AND KEY DEVELOPMENTS JAN JENISCH | CHAIRMAN AND CEO Alamein Downtown Towers, Egypt Built with ECOPlanet, the low-carbon cement Q3 2023 HIGHLIGHTS CONTINUED PROFITABLE GROWTH, RECORD Q3 RECURRING EBIT +6.2% organic 9M Net Sales growth +13.8% organic 9 ...
Holcim(HCMLY) - 2023 Q3 - Earnings Call Transcript
2023-10-27 15:00
Holcim Ltd (OTCPK:HCMLF) Q3 2023 Earnings Conference Call October 27, 2023 4:00 AM ET Company Participants Jan Jenisch - Chairman, CEO Steffen Kindler - CFO Bénédicte Mayer - IR Conference Call Participants Elodie Rall - J.P. Morgan Cedar Ekblom - Morgan Stanley Arnaud Lehmann - Bank of America Martin Huesler - ZKB Gregor Kuglitsch - UBS Yassine Touahri - On Field Investment Research Luis Prieto - Kepler Cheuvreux Brijesh Kumar - HSBC Ross Harvey - Davy Ephrem Ravi - Citi Yuri Serov - Redburn Harry Goad - B ...
Holcim(HCMLY) - 2023 Q2 - Earnings Call Transcript
2023-07-27 12:07
Holcim Ltd (OTCPK:HCMLF) Q2 2023 Earnings Conference Call July 27, 2023 4:00 AM ET Company Participants Bénédicte Mayer - Investor Relations Jan Jenisch - Chairman, CEO Steffen Kindler - CFO Conference Call Participants Paul Roger - Exane Yassine Touahri - On Field Elodie Rall - JPMorgan Arnaud Lehmann - Bank of America Gregor Kuglitsch - UBS Cedar Ekblom - Morgan Stanley Yves Bromehead - Societe Generale Luis Prieto - Kepler Cheuvreux Martin Huesler - ZKB Brijesh Kumar - HSBC Yuri Serov - Redburn Tobias Wo ...
Holcim(HCMLY) - 2022 Q4 - Earnings Call Transcript
2023-02-24 20:16
Financial Data and Key Metrics Changes - The company achieved record net sales of CHF 29.2 billion, an increase of 8.8% compared to 2021, with a strong organic growth of 12.9% [26] - Recurring EBIT grew by more than 7%, reaching CHF 4,752 million, despite significant inflation [25][28] - Earnings per share before impairment and divestment increased by 25% to CHF 4.96 per share, while free cash flow reached a new record above CHF 3.5 billion [25][45] Business Line Data and Key Metrics Changes - The Solutions & Products segment grew by 18.5%, driven by the success of the roofing business, which now represents 19% of group sales [24][39] - The Cement, Ready-Mix, and Aggregates business segments grew by 12% on a like-for-like basis, benefiting from strong pricing of about 14% on average [27] - The roofing business achieved a 19% EBIT margin, showcasing its strong profitability [60] Market Data and Key Metrics Changes - North America accounted for 35% of sales, up from 24% before the pandemic, with expectations to reach 40% [12][15] - Latin America showed robust growth, particularly in Mexico and Colombia, fueled by a healthy pipeline of infrastructure projects [34] - The European market faced softer volumes but maintained good profitability through effective cost management [35] Company Strategy and Development Direction - The company aims to grow Solutions & Products to 30% of group sales by 2025, indicating a focus on sustainable solutions and decarbonization [18] - The strategy includes a high number of bolt-on acquisitions to strengthen the Ready-Mix and Aggregates segments [19] - Sustainability remains a core focus, with targets for CO2 reduction exceeding 10% per net sales for the year [55][56] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in a positive growth outlook of 3% to 5% for 2023, supported by strong order books and pricing power [54] - The company anticipates continued strong performance in North America and Latin America, driven by federal funding and infrastructure investments [32][53] - Management highlighted the importance of maintaining a strong balance sheet to support future investments and acquisitions [22][49] Other Important Information - The company reduced net debt by CHF 4 billion, achieving a low net debt ratio of 0.9x [47][48] - A share buyback program of up to CHF 2 billion is planned, alongside a 14% increase in dividends to CHF 2.5 per share [50] Q&A Session Summary Question: Transition to Chairman role and its impact - Management confirmed that the transition will not significantly change day-to-day involvement, maintaining focus on the company's transformation and sustainability goals [63][66] Question: Concerns about over-earning in the Roofing market - Management reassured that the roofing business is still in its growth phase and does not believe it is at the peak of the market [61][62] Question: CapEx plans and priorities - Management indicated a CapEx level of around CHF 1.4 billion, with significant investments in decarbonization and attractive projects across regions [68][72] Question: Guidance on sales growth and pricing - Management expressed confidence in achieving 3% to 5% growth, with strong pricing power and a positive margin outlook for 2023 [54][76] Question: CO2 reduction plans and compliance with regulations - Management confirmed a 2% reduction in CO2 emissions per ton of cement on a like-for-like basis, with ongoing efforts to meet stricter regulations [86][99]