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    Yves Bromehead

    Research Analyst at Exane BNP Paribas

    Yves Bromehead is an Equity Analyst at Exane BNP Paribas, specializing in consumer and retail equities with a focus on major European companies. He covers leading firms such as Unilever, Nestlé, and Danone, maintaining a respected track record in stock forecasting with an average return of 10.2% and a win rate of approximately 60%. Bromehead began his career in the financial sector over a decade ago and joined Exane BNP Paribas after gaining experience at other European investment banks. He holds relevant securities licenses and has earned recognition for his data-driven approach and insightful market analysis.

    Yves Bromehead's questions to COMPAGNIE DE SAINT GOBAIN (CODYY) leadership

    Yves Bromehead's questions to COMPAGNIE DE SAINT GOBAIN (CODYY) leadership • H1 2019

    Question

    Yves Bromehead of Exane BNP Paribas asked about the value consideration from divestments, the use of proceeds for shareholder returns, and the potential for consolidating the U.S. plasterboard industry.

    Answer

    CFO Sreedhar stated that signed deals would bring the company close to 90% of its cash consideration target from divestments. CEO Pierre-André de Chalendar reiterated that cash allocation prioritizes CapEx and dividends, with M&A and buybacks being opportunistic. He also confirmed the company regularly reviews consolidation opportunities but remains highly disciplined on price.

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