CALDEIRÃO DE BOLSA

SMarq Escreveu:Expansão e aquisições um pouco por todo mundo.

Realmente a CPR está apetitosa para uma OPA e o momento em que está pode ser único, a estes preços,... pode não haver outra boa oportunidade tão cedo.

Lafarge Sets Mideast Cement Deal
The French construction materials giant's acquisition of the largest cement producer in the Middle East will enable it to increase production by 50%
by Jennifer Fishbein

Lafarge shares shot up 15.1% on the Paris stock exchange Dec. 10 on news the French construction materials giant will acquire the largest cement producer in the Middle East, Cairo-based Orascom Cement, for $13 billion. The move will strengthen Lafarge's presence in one of the world's fastest-growing markets.

"This is the sweet spot of the cement market right now," says Yves Ayache, managing director of Morgan Stanley (MS) in Paris, which advised Lafarge (LAFP.PA) on the deal along with BNP Paribas (BNPP.PA) and Calyon, the investment banking arm of Crédit Agricole (CAGR.PA).

The Orascom Construction Industries Cement Group (OCIC.CA) is a top player in Egypt, Algeria, the United Arab Emirates, and northern Iraq, and has projects under way in Saudi Arabia, Syria, and Turkey. Thanks to rapid urbanization and buoyant economies driven by gas and oil wealth, the Middle East is a gold mine for producers of building materials. The very young populations in many Mideast countries also will boost the housing market, offering the potential for sustained, long-term growth in building materials.

Big Move to Developing Countries
The acquisition will enable Lafarge, already the world's largest producer of cement, to increase its production capacity 50% by 2010, to 160 billion tons, said its chairman and chief executive officer, Bruno Lafont, at a press conference in Paris. Lafont added that by then Lafarge will derive 65% of its profit from emerging countries, up from 45% now. "In other emerging countries, cement is the first thing you need after food," Lafont says.

In the past two years, Lafarge has made efforts to move into developing markets, establishing a presence in China, Latin America, and Eastern Europe. With Orascom on board, Lafarge will operate in 90 countries.

No artigo refere que a Lafarge aumentou na CPR a participação de 12,6% para 17%,...alguém me cofirma é que o meu francês não grande coisa.

Lopes07 Escreveu:Caro Luka, olhando para o seu gráfico, saltou-me à vista a formação de um W. Será que este a ver mal? Cumprimentos

e permite ganhar dinheiro. Basta entrar e sair no bom momento...

Neste momento (zona dos 6 €) estamos de novo no momento de ENTRAR.
O target de curto prazo são a zona dos 6.40 (uma vez mais)!
basta olhar para o grafico [u]com olhos de ver

Les filiales étrangères des sociétés du CAC 40 recèlent souvent de véritables trésors de croissance. Elles bénéficient du transfert de savoir-faire de leur maison mère, de méthodes de management éprouvées et d'une comptabilité relativement transparente. Une idée d'investissement à creuser

Lafarge - Cimpor au Portugal

C'est un peu l'Arlésienne. Pas une année sans que les investisseurs spéculent sur un rachat par Lafarge de Cimpor. Les rumeurs sont reparties début août, lorsque le français a annoncé avoir porté sa participation de 12,6 à 17 % dans le capital du cimentier portugais. Lafarge s'est immiscé dans Cimpor en 2000, à l'occasion d'une OPA manquée du suisse Holcim. Depuis, les deux sociétés ont noué un partenariat technique et stratégique. Bien implanté en Egypte et au Brésil, le portugais est en outre très rentable. Il a réalisé l'an dernier un bénéfice net de 305,6 millions d'euros pour un chiffre d'affaires de 1,6 milliard. Une performance qui se paie en Bourse, puisque le titre est valorisé plus de 15 fois son bénéfice net estimé pour 2007, soit mieux que l'action de sa maison mère (13 fois). Mais, compte tenu du positionnement géographique du portugais et de la spéculation sur son capital, l'action de CIMPOR pourrait encore grimper ;;;