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๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐”๐ฉ๐๐š๐ญ๐ž: $HOLN.ZU (Holcim Ltd)

First of all, small caps and standard caps are cool. Why? Because not everybody speaks of them, they are often undervalued and bring huge potential to the table.


๐Ž๐ฉ๐ž๐ซ๐š๐ญ๐ข๐จ๐ง๐š๐ฅ๐ฅ๐ฒ, ๐ญ๐ก๐ข๐ง๐ ๐ฌ ๐š๐ซ๐ž ๐ ๐จ๐ข๐ง๐  ๐ฐ๐ž๐ฅ๐ฅ ๐Ÿ๐จ๐ซ ๐ญ๐ก๐ž ๐ฐ๐จ๐ซ๐ฅ๐'๐ฌ ๐ฅ๐š๐ซ๐ ๐ž๐ฌ๐ญ ๐›๐ฎ๐ข๐ฅ๐๐ข๐ง๐  ๐ฆ๐š๐ญ๐ž๐ซ๐ข๐š๐ฅ๐ฌ ๐ฉ๐ซ๐จ๐๐ฎ๐œ๐ž๐ซ. ๐๐ฎ๐ญ ๐ญ๐ก๐ž ๐ ๐จ๐จ๐ ๐Ÿ๐ข๐ ๐ฎ๐ซ๐ž๐ฌ ๐š๐ซ๐ž ๐ง๐จ๐ญ ๐ฒ๐ž๐ญ ๐ซ๐ž๐Ÿ๐ฅ๐ž๐œ๐ญ๐ž๐ ๐ข๐ง ๐ญ๐ก๐ž ๐ฌ๐ก๐š๐ซ๐ž ๐ฉ๐ซ๐ข๐œ๐ž. ๐‹๐จ๐ญ๐ฌ ๐จ๐Ÿ ๐œ๐š๐ญ๐œ๐ก-๐ฎ๐ฉ ๐ฉ๐จ๐ญ๐ž๐ง๐ญ๐ข๐š๐ฅ!


According to estimates, almost 40 percent of global CO2 emissions are attributable to the construction industry. Because the topic of sustainability is becoming increasingly important to the masses and our portfolio also takes this into account and, with a holistic approach, cannot avoid the construction industry, it is important to pick out the best in any case. At Holcim, the world's largest building materials group, a major climate-friendly transformation is underway, which is bearing fruit not only in terms of the environmental balance sheet.


Holcim is trimming its margins and works towards more sustainability. Weak areas such as the cement business in Brazil are being sold. The proceeds of more than one billion dollars will not only strengthen the balance sheet. Earlier this year, the Swiss acquired Firestone Buildings, a US manufacturer of flat and solar roofs, moisture barriers and insulation. An environmentally friendly growth market. The strategy also includes smaller transactions. For example, the acquisition of a specialist in building materials recycling. The topic of circular economy is currently being strongly discussed in the construction industry. A long-term project is underway in Schleswig-Holstein in northern Germany: in a plant, almost 100 per cent of the CO2 in clinker production is captured and reused.


Operationally, things are going well, also thanks to large infrastructure programmes. Holcim was able to strongly improve volumes and margins in the first half of the year. Reason enough to raise the forecast for a second time this year. For the current year, the Swiss now expect profit growth of at least 18 percent.


Nevertheless, the share price corrected from its high for the year; in April, the stock was still trading at 58.50 francs, about 30 per cent higher. In addition to the environmental penalty, Syria is again an issue. The accusation of illegal activities until 2014 against Lafarge weighs on the merged company. The Swiss are armed against the financial risk. The damage to the image must be restored through credibility.


New impulses for the share could come from the Capital Markets Day in mid-November. After that, it is quite likely that the share price will run towards its high for the year again. ๐Œ๐ž๐š๐ฌ๐ฎ๐ซ๐ž๐ ๐š๐ ๐š๐ข๐ง๐ฌ๐ญ ๐ญ๐ก๐ž ๐ฉ๐ซ๐ข๐œ๐ž ๐ญ๐š๐ซ๐ ๐ž๐ญ ๐จ๐Ÿ ๐Ÿ“๐Ÿ• ๐Ÿ๐ซ๐š๐ง๐œ๐ฌ, ๐š ๐ฉ๐จ๐ญ๐ž๐ง๐ญ๐ข๐š๐ฅ ๐จ๐Ÿ ๐š๐ซ๐จ๐ฎ๐ง๐ ๐Ÿ๐Ÿ” ๐ฉ๐ž๐ซ๐œ๐ž๐ง๐ญ ๐ข๐ฌ ๐œ๐š๐ฅ๐œ๐ฎ๐ฅ๐š๐ญ๐ž๐.


๐–๐ž ๐›๐จ๐ฎ๐ ๐ก๐ญ.


BR


www.oboi-invest.com/


$CX (Cemex, S.A.B. de C.V.)$SHI.L (SIG PLC)$DJ30

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