截至9月底的公司动态日志

WednesdayThursday4-JunSaint-Gobain AGM11-Jun12-JunCrest Nicholson 1H2518-Jun19-JunSto SE & Co AGMSpeedy Hire FY25 (p)25-Jun26-JunH.B. Fuller 1H25 (p)2-JulTopps Tiles 3Q259-JulGalliford Try TradingVistry TradingGrafton Trading16-JulBrickability FY25 (p)407 ETR 1H25Nucor 1H25 (p)PPG Industries 1H25 (p)Ambuja 1H26 (p)Dalmia Bharat 1Q26 (p)23-JulHochtief 1H25Breedon 1H25Carlisle, OwensCorning 1H25 (p)Metrovacesa 1H25 (p)Ramco Cements1Q26 (p)Howden Joinery 1H25ACS 1H25 (p)Eagle Mats 1Q26 (p)Cemex, Mohawk,Martin Marietta 1H25 (p)Mr Bricolage 1H25ACC 1Q26 (p)30-JulTaylor Wimpey 1H25Aena 1H25ADP 1H25Vinci 1H25Indocement 1H25 (p)Semen Indonesia1H25 (p)Saint-Gobain 1H25Holcim 1H25Heidelberg 1H25Grainger 1H25Villeroy & Boch 1H25Spie 1H25Arkema 1H25Titan Cement 1H25Vulcan Mats 1H25 (p)6-AugIbstock 1H25Henkel 1H2513-Aug14-AugPersimmon 1H25Balfour Beatty 1H25Wienerberger 1H25Helios Towers 1H25 (p)20-Aug21-AugGeberit 1H25Costain 1H25Rockwool 1H25Lowe’s 1H25CRH 1H25 (p)Malayan CementFY25 (p)27-Aug28-AugEiffage 1H25Sto SE & Co 1H253-SepCairn Homes 1H25Lords Group 1H25 (p)M Winkworth 1H25 (p)Grafton 1H2510-Sep11-SepVistry 1H25Glenveagh 1H25 (p)17-Sep18-SepBarratt Redrow FY25Galliford Try FY2524-Sep25-SepHSS Hire 1H25 (p)CMO Group 1H25 (p) Friday5-Jun6-Jun13-Jun20-JunBerkeley FY2527-Jun3-Jul4-Jul10-Jul11-JulJM AB 1H25Hornbach AGM17-Jul18-JulSkanska 1H25Georg Fischer 1H25Nordic WaterproofingNobia 1H25UltraTech 1Q26 (p)24-Jul25-JulLixil 1Q26 (p)Dangote Cement1H25 (p)31-Jul1-AugCellnex 1H257-Aug8-AugKingspan 1H25Construction Partners3Q25 (p)15-Aug22-AugHuaxin 1H25 (p)29-AugRecticel 1H254-Sep5-SepBelysse 1H2512-Sep19-Sep26-Sep Glynis Johnson * | Equity Analyst44 (0) 20 7029 8677 | glynis.johnson@jefferies.comPriyal Woolf * | Equity Analyst44 (0) 20 7029 8183 | pwoolf@jefferies.comGraham Hunt, CFA * | Equity Analyst44 (0)20 7548 4251 | ghunt@jefferies.comLaura Ojeil * | Equity Analyst+44 (0)20 7029 8220 | lojeil@jefferies.comGonzalo Riera Ripoll * | Equity Associate+44 (0)20 7548 4690 | grieraripoll@jefferies.com Building, Construction & HousebuildersEquity ResearchJune 3, 20252 Company Valuation/RisksFor Important Disclosure information on companies recommended in this report, please visit our website at https://javatar.bluematrix.com/sellside/Disclosures.action or call 212.284.2300.Analyst Certification:I, Glynis Johnson, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) andsubject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations orviews expressed in this research report.I, Priyal Woolf, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or viewsexpressed in this research report.I, Graham Hunt, CFA, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) andsubject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations orviews expressed in this research report.I, Laura Ojeil, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or viewsexpressed in this research report.I, Gonzalo Riera Ripoll, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies)and subject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendationsor views expressed in this research report.Registration of non-US analysts:Glynis Johnson is employed by Jefferies International Limited, a non-US affiliate of Jefferies LLC and is not registered/qualified as a research analyst with FINRA. This analyst(s) may not be an associated person of Jefferies LLC, a FINRA member firm, and therefore maynot be subject to the FINRA Rule 2241 and restrictions on communications with a subject company, public appearances and trading securities held bya research analyst.Registration of non-US analysts:Priyal Woolf is employed by Jefferies International Limited, a non-US affiliate of Jefferies LLC and is not registered/qualified as a research analyst with FINRA. This analyst(s) may not be an associated person of Jefferies LLC, a FINRA member firm, and therefore maynot be subject to the FINRA Rule 2241 and restrictions on communications with a subject company, public appearances and trading securities held bya re