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Recommendations International Stock Exchanges Construction Sector: Profit Reviews for 2025/26 Downwards, Especially in the Us Where the Organic Growth Environment Has Weakened
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Market Consensus Morgan Stanley Our analyst Cedar Ekblom notes a slight improvement in European construction indicators, with Germany and the United Kingdom surpassing France. Despite weak demand, industrial prices remain or rise, which supports his thesis of structural power in prices. In the US, falling volumes in residential construction will limit growth in the second half for companies like Wienerberger or Saint Gobain. Profit reviews for …
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