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08 Sep 2021
Wall to wall ESG
Compagnie de Saint-Gobain SA (SGO:PAR), 0 | Wienerberger AG (WIE:WBO), 0 | Buzzi Spa (BZU:MIL), 0 | CRH public limited company (CRH:LON), 6,247 | Heidelberg Materials AG (HEI:ETR), 0 | Sika AG (SIKA:SWX), 0 | Vicat SA (VCT:PAR), 0 | Ferguson Plc (FERG:LON), 16,950 | Holcim Ltd (HOLN:SWX), 0 | Travis Perkins plc (TPK:LON), 712 | Geberit AG (GEBN:SWX), 0 | Kingspan Group Plc (KRX:DUB), 0 | Cemex SAB de CV Sponsored ADR (CX:NYS), 0 | Martin Marietta Materials, Inc. (MLM:NYS), 0 | ROCKWOOL A/S Class B (ROCK.B:CSE), 0 | Armstrong World Industries, Inc. (AWI:NYS), 0 | Trex Company, Inc. (TREX:NYS), 0 | Owens Corning (OC:NYS), 0 | Ibstock Plc (IBST:LON), 147 | Forterra Plc (FORT:LON), 154 | Summit Materials, Inc. Class A (SUM:NYS), 0 | Armstrong World Industries Inc Shs Unsponsored Brazilian Depository Receipt Repr 1 Sh (AWII34:BSP), 0 | Buzzi Spa (0NVQ:LON), 0 | Martin Marietta Materials, Inc. (0JZ0:LON), 0 | ROCKWOOL A/S Class B (0M0A:LON), 0 | Summit Materials, Inc. Class A (0LAI:LON), 0 | Invesco US Treasury Bond 7-10 Year UCITS ETF (TREX:LON), 0 | SSGA SPDR ETFs Europe I plc - SPDR Bloomberg SASB U.S. Corporate ESG UCITS ETF AccumUSD (USCR:LON), 0 | Vicat SA (0MGJ:LON), 0 | Wienerberger AG (0MKZ:LON), 0
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Wall to wall ESG
Compagnie de Saint-Gobain SA (SGO:PAR), 0 | Wienerberger AG (WIE:WBO), 0 | Buzzi Spa (BZU:MIL), 0 | CRH public limited company (CRH:LON), 6,247 | Heidelberg Materials AG (HEI:ETR), 0 | Sika AG (SIKA:SWX), 0 | Vicat SA (VCT:PAR), 0 | Ferguson Plc (FERG:LON), 16,950 | Holcim Ltd (HOLN:SWX), 0 | Travis Perkins plc (TPK:LON), 712 | Geberit AG (GEBN:SWX), 0 | Kingspan Group Plc (KRX:DUB), 0 | Cemex SAB de CV Sponsored ADR (CX:NYS), 0 | Martin Marietta Materials, Inc. (MLM:NYS), 0 | ROCKWOOL A/S Class B (ROCK.B:CSE), 0 | Armstrong World Industries, Inc. (AWI:NYS), 0 | Trex Company, Inc. (TREX:NYS), 0 | Owens Corning (OC:NYS), 0 | Ibstock Plc (IBST:LON), 147 | Forterra Plc (FORT:LON), 154 | Summit Materials, Inc. Class A (SUM:NYS), 0 | Armstrong World Industries Inc Shs Unsponsored Brazilian Depository Receipt Repr 1 Sh (AWII34:BSP), 0 | Buzzi Spa (0NVQ:LON), 0 | Martin Marietta Materials, Inc. (0JZ0:LON), 0 | ROCKWOOL A/S Class B (0M0A:LON), 0 | Summit Materials, Inc. Class A (0LAI:LON), 0 | Invesco US Treasury Bond 7-10 Year UCITS ETF (TREX:LON), 0 | SSGA SPDR ETFs Europe I plc - SPDR Bloomberg SASB U.S. Corporate ESG UCITS ETF AccumUSD (USCR:LON), 0 | Vicat SA (0MGJ:LON), 0 | Wienerberger AG (0MKZ:LON), 0
- Published:
08 Sep 2021 -
Author:
Bromehead Yves YB | Roger Paul PR | Speak George GS | Whitworth Robert RW -
Pages:
79
We all know CO2 has a grip on building mats, but what happens when we get more granular? Today we launch our comprehensive materiality map. For the first time, we''re delving into the full range of ESG impacts, covering both the light and the heavyside, the US as well as Europe, and the ''S'' and ''G'' in addition to the ''E''''.
As investors look beyond the light vs heavyside dynamic, we''re identifying pockets of relative value across building mats and companies innovating not only to resolve the carbon conundrum, but working to develop the circular economy, reduce social impacts and improve governance.
Our work leads us to a number of surprising findings, and these influence our valuations for some stocks. We upgrade HOLN (= to +) despite Syria, double down on our conviction in SGO (+) and cut BZU (+ to =).