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Max Kogge

Research Analyst at ODDO

Maxime Kogge is an Equity Analyst at ODDO BHF specializing in the metals and mining sector, with a coverage focus on companies such as Aurubis. Since joining ODDO BHF in October 2022, Kogge has provided detailed research and investment ratings, including buy, hold, and sell recommendations on key industry players, with documented involvement in coverage decisions noted in published annual reports. While detailed quantitative performance metrics or external analyst rankings were not publicly available, his analytical work is consistently referenced by covered companies in their investor communications. Prior to ODDO BHF, specific details regarding Kogge's previous professional experience and regulatory credentials have not been disclosed in available public records.

Max Kogge's questions to ArcelorMittal (MT) leadership

Question · Q3 2025

Max Kogge asked about ArcelorMittal's confidence in its Mexico asset returning to normalized productivity after recent issues, the impact of import pressure in Brazil and India on investment decisions, and the commitment to maintaining production in Ukraine despite increasing challenges.

Answer

CFO Genuino Christino expressed confidence in Mexico's recovery through SOP reviews and Group CTO support. He affirmed a bullish long-term view on Brazil, citing anti-dumping measures expected by year-end, and noted strong demand in India despite low prices from new capacity. For Ukraine, he stated the plan is to continue production at available capacity, managing high energy costs while engaging with the government.

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