Fitch: What Investors Want to Know - EMEA Building Materials and Products
Key themes raised include how M&A affects companies in the sector, key sector trends and the impact of low energy costs.
Key questions addressed in this report include:
-- Will Lafarge be upgraded on merger completion with Holcim?
-- How about Holcim? Will it be upgraded, given the larger diversification and better market positions of the combined entity?
-- Does Fitch see any risk of the LafargeHolcim mega-merger breaking apart?
-- Will HeidelbergCement become investment grade?
-- Fitch has placed CRH and Saint-Gobain on RWN. What are you waiting for?
-- What are the main sector trends in 2015 and who are the winners?
-- What is the impact of lower oil prices on companies?
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