英文【Bernstein】豪瑞-如何应对Amrize分拆

报告摘要

For the exclusive use of JATIN CHAWLA at TVF CAPITAL ADVISORS PTE LTD on 17-Jun-2025 Pujarini Ghosh, CFA pujarini.ghosh@bernsteinsg.com

核心要点

17 June 2025
120.00 CHF
13 Jun 2025
93.10
120.00
98.74/67.79
3.3%
10.6

报告信息

文件全名: 《英文【Bernstein】豪瑞-如何应对Amrize分拆-28页.pdf》
适合读者: 战略规划行业研究员
核心数据: CHF 55 from Amrize implying 11.9x EV/EBITDA.. This implies 54% of our valuation comes
from Holcim stand-alone and 46% from Amrize. If on opening post spin, Holcim and Amrize
start trading at roughly the 54% and 46% of the previous closing value, then it would
Holcim OP with a PT of CHF 120/share, implying 29% potential upside.
核心议题: 管理咨询

常见问题

《英文【Bernstein】豪瑞-如何应对Amrize分拆》主要包含哪些内容?

For the exclusive use of JATIN CHAWLA at TVF CAPITAL ADVISORS PTE LTD on 17-Jun-2025 Pujarini Ghosh, CFA pujarini.ghosh@bernsteinsg.com核心数据:CHF 55 from Amrize implying 11.9x EV/EBITDA.. This implies 54% of our valuation comes;from Holcim stand-alone and 46% from Amrize. If on opening post spin, Holcim and Amrize;start trading at roughly the 54% and 46% of the previous closing value, then it would。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 28。

这份报告是免费的吗?如何获取?

本报告免费查阅,登录资料宝后即可在线获取完整内容。

这份报告适合哪些读者?

适合战略规划、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了管理咨询等议题。