
Yassine Touahri
Founding Partner
10 years in building materials investment research
Industry experience at Saint-Gobain
Our research provides detailed analysis of key issues and trends that the industry is facing. It is tailored to give organisations a competitive edge when making commercial, strategic or operational decision.
We aim to:
Provide senior management and corporate strategy departments with a regular evaluation of the cement industry’s key strategic opportunities and challenges
Offer industry executives timely and value-added market information on volumes, supply, prices, costs and foreign exchange trends
Support cement industry suppliers in analysing their clients’ needs and investment strategy on a country regional and global basis
CALL +44 (0)20 3950 0912
OR
10 years in building materials investment research
Industry experience at Saint-Gobain
Yassine spent the past decade at Exane BNP Paribas as a building materials analyst. During his time, his team was consistently ranked No.1 by fund managers worldwide for the quality of his research and investment advice. This position has seen Yassine in continuous contact with the management of international cement companies and their shareholders.
4 years in fund management
4 years in investment research management
13 years in building materials investment research
6 years industry experience at Vicat
Arnaud started his career at Vicat in 1991 where he worked as a financial analyst for the Group CFO & CEO. Between 1997 and 2017, Arnaud headed different European Building Materials & Construction teams for Oddo Equities and Exane BNP Paribas (ranked No1 over a decade) and also worked as a senior investment analyst for London-based hedge funds.
2 years in investment banking
4 years in investment research management
27 years in building materials investment research
Mark started his career in 1983 and was at UBS from 1991 where he built one of the world’s most respected building materials & construction research franchises. Mark was promoted to European Head of Research and then became a Senior Member of UBS Corporate Broking Team and Sector Head of the Investment Banking Building & Construction team.
Yassine spent the past decade at Exane BNP Paribas as a building materials analyst. During his time, his team was consistently ranked No.1 by fund managers worldwide for the quality of his research and investment advice. This position has seen Yassine in continuous contact with the management of international cement companies and their shareholders.
Arnaud started his career at Vicat in 1991 where he worked as a financial analyst for the Group CFO & CEO. Between 1997 and 2017, Arnaud headed different European Building Materials & Construction teams for Oddo Equities and Exane BNP Paribas (ranked No1 over a decade) and also worked as a senior investment analyst for London-based hedge funds.
Mark started his career in 1983 and was at UBS from 1991 where he built one of the world’s most respected building materials & construction research franchises. Mark was promoted to European Head of Research and then became a Senior Member of UBS Corporate Broking Team and Sector Head of the Investment Banking Building & Construction team.
Stay informed on key industry developments and evolution of the market.
This report tracks monthly cement volumes and prices in ~155 countries, representing 99% of world production. We are collecting data from trade associations, statistical offices, companies and through our channel checks during our trips on the field. Our monitoring is not 100% accurate as several companies and trade associations have stopped reporting monthly data, but we believe that the direction of the trends is reliable enough to assess the quality of the Industry’s top line organic sales. We also monitor ~105 construction Residential & Non-Residential leading indicators.
Anticipate cash generation and the balance between supply and demand.
Stay informed of the latest development on the cash generation drivers of the global cement industry. This report provides quarterly forecast for cement demand, supply, global trading flows, cost inflation, pricing and FX for over 200 countries.
We also forecast EBITDA generation for over 70 countries.
Evaluate and monitor the impact of major disruptions within the industry.
The cement industry is facing fundamental changes driven by tighter CO2 regulations, the digitalization of the industry’s value chain, and new leadership in China.
Stay informed of key developments and monitor the strategies of peers and partners.
Stay up to date with global market dynamics and industry strategies.
Covering over 200 countries and 3000 cement companies, this set of reports provide an analysis of profitability and risks by country and region.
Our analysis is also aimed to support organizations screen for risks and opportunities and to benchmark their internal strategy
Bring global insights to your corporate events
We can provide on-site presentations for boards, executive committees, strategy teams, and senior management to discuss our views and analysis. Presentations can be customised to specific issues and subjects of interest. We can also participate at client events as guest speakers.
We have been analysing industry trends and interacting with cement company executives and managers for over two decades.
We have the know-how and the resources to gather most of the public information on the industry from a very wide array of sources.
We regularly travel to understand what’s happening all over the world. We interact on the ground with senior industry managers.
We will be presenting our thoughts and conclusions on key industry trends at industry conferences around the world on a regular basis. These conferences will provide forums for further interaction with industry executives.
We have developed one of the most comprehensive set of databases in the industry, covering both operating and financial data.
The aim of our research methodology is to be ahead of the curve to anticipate the sector’s strategic challenges, cyclical and thematic inflection points, earnings evolution, cash generation and the M&A cycle within companies’ capital allocation profiles.
Attended by the OFIR Team
Jakarta
Las Vegas
Bangkok
Dubai
St Petersburg
Cairo
Panama City
Prague
Miami
Madrid
Sao Paulo
Heidelberg
Lahore
Paris
New York
Kiev
Krakow
Istanbul
Shanghai
Houston
Dhaka
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Click on the subscribe link and select the desired set of products and services. You can then choose the number of users you would like to register. After accepting our terms and conditions and submitting your information, we will send an invoice. We will then get in touch to collect the contact details of the users you would like to have registered. For premium subscriptions, we will contact you to discuss your needs.
Payment is required in order to gain access to our research portal. Subscriptions are billed on an annual basis.
Every registered user will receive a username and password login immediately after your subscription is becoming valid.
You may reset your username or password on the website.
Yes, please contact us at team@onfieldresearch.com
The reports are intended for those with subscription access and are not to be shared to anyone without a valid subscription. Usernames and passwords are not to be shared. Subscriptions are made on a per-user basis and we reserve the right to terminate subscriptions without refund if we find abuse.
Our monthly tracker is updated every month. We provide quarterly updates to our global scenario and forecast. We publish a fundamental in-depth report on the sector key strategic theme once a year. Our reports on capital allocation monitoring, global market scoring, and top 100 global ranking are also published annually. We regularly update our sector view when we present at industry conferences (typically between four to eight times a year). We occasionally publish reports on key strategic themes or turning points in the industry.
We do not provide printed copies of our reports at the moment. You will be able to download the reports directly from the website using your login credentials.
Please feel free to contact us at team@onfieldresearch.com if you would like to make a comment on our research or if you have suggestions on how we could improve our reports. At the moment, we only provide bespoke research to our premium clients.
We collect data from a variety of sources including trade associations, statistics from various governments, quarterly reports from listed companies, reports from news agencies, newspapers articles and regular interaction with industry senior executives. We do not guarantee 100% accuracy but endeavour to provide the most reliable information we can. We regularly try to validate our estimates, assumptions and analysis through channel checks during our travels.
Please let us know at team@onfieldresearch.com and we will update accordingly and as appropriate.
We provide research and analysis and our databases are not for sale. Some of the data we are using can be purchased from third parties.
We can occasionally offer bespoke presentations. While we do not offer consulting services, we can refer you to those in the industry who do.
We typically participate in four to ten industry conferences per year and organize field trips every few months. We would be happy to meet when we are in your region.
For more information please call
+44 (0)20 3950 0912
Leveraging contacts across the world, our head office is located in West London:
On Field Investment Research LLP
Britannia House
1-11 Glenthorne Road
London
W6 0LH