Davy 12th Annual Industrials Conference image of construction workers

Conferences & Events

12th Annual Industrials Conference

1 October 2020

Davy hosted its 12th Annual Industrials Conference, featuring the key names in the European buildings materials sector.

These included CRH, LafargeHolcim, HeidelbergCement, Cemex, Kingspan, Saint-Gobain, Buzzi Unicem and Breedon.

Key take-outs for us were:

continued good trading in Q3, driven by self-help and the positive price-cost spread;
the resilience of pricing across all regions but especially in Europe and the US;
a greater emphasis on portfolio optimisation and financial discipline when it comes to M&A; and
a clear acceleration in sustainable investment and product innovation. While the sector appears to have weathered the storm and H2 looks promising, visibility remains low and commentary on 2021 was guarded.

View the full report

Davy | 15th Annual Transport Conference

Davy 14th Annual Transport Conference image of airplanes against a blue background

Banking on Net Zero

Banking on net zero image of a butterfly and a solar flower

Climate Change, Corporates and Capital Markets

The sea meeting a green coast from overhead

Davy | 14th Annual Transport Conference

Davy 14th Annual Transport Conference image of airplanes against a blue background

Davy | Peel Hunt UK & Ireland Equity Ideas Conference

Equity Ideas Conference image of the map of Ireland and UK

Davy | Peel Hunt Ireland & UK Equities Conference

Image of the map of Ireland

Davy Irish Financials Site Visit

Davy Irish Financials Site Visit image of an euro note

Davy 13th Annual Industrials Conference

13th Annual Industrials Conference image of a factory

Davy Small Cap Ideas Seminar

Davy Small Cap Ideas Seminar image of the world map

Ensuring a sustainable future for aviation

Event Ensuring a sustainable future for aviation image of a forrest

Davy 13th Annual Transport Conference

Davy 13th Annual Transport Conference image of the globe

ICRS Event | A Green Seat for the C-Suite?

A Green Seat for the C-Suite image of a circle of chairs

US Infrastructure 'Making sense of Biden's Infrastructure Plan'

US Infrastructure Biden image of the US capital building

Davy | Peel Hunt UK & Ireland Equity Ideas Conference

Davy Peel Hunt UK & Ireland Equity Ideas Conference Image of Computer Screen

Irish Business & Climate Change | Race to Zero & COP26

Irish Business & Climate Change Race to Zero & COP26 image of Event

A discussion with Ireland’s Minister for Housing, Local Government & Heritage

Houseing event image

A discussion with Ireland’s Minister for Public Expenditure and Reform

Managing Ireland’s investment and expenditure priorities in 2021

Davy | Peel Hunt Ireland & UK Equity Conference

Davy & Peel Hunt Ireland & UK Equity Conference iamge of stockl market

Dublin

Davy House,
49 Dawson Street,
Dublin 2, Ireland

+353-1-679-7788 capitalmarkets@davy.ie Contact our Dublin office

London

Dashwood House
69 Old Broad Street
London EC2M 1QS, England

+44-2-07-448-8870 capitalmarkets@davyuk.com Contact our London office