Davy Research

Building Materials

Positive commentary on US infrastructure markets; CRH a key beneficiary
Building Materials
LafargeHolcim | HeidelbergCement AG | CRH | Buzzi Unicem

DAVY VIEW

The outlook for the US highway infrastructure market remains positive, according to Martin Marietta. Revenues from its Asphalt and RMC division are expected to increase by 11% in 2018. It is also positive on the potential impact of the new infrastructure plan announced by the Trump administration. CRH is the largest provider of raw materials into the US infrastructure market and will be a key beneficiary of these positive trends.

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  • RATINGS AND PRICE CORRECT AT TIME OF ISSUE


  • Buzzi Unicem

    Closing Price: 2072c

  • RATING 04/04/16

  • PREVIOUS RATING 05/08/15

    Neutral

  • CRH

    Closing Price: 2765c

  • RATING 23/05/12

  • PREVIOUS RATING 12/01/12

    Neutral

  • HeidelbergCement AG

    Closing Price: 8240c

  • RATING 16/06/17

  • PREVIOUS RATING 05/02/14

    Neutral

  • LafargeHolcim

    Closing Price: 5314

  • RATING 17/11/15

  • PREVIOUS RATING 29/07/15

    Neutral

Analyst(S)

Building Materials

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