Taking a more cautious stance
19/11/20 -"Contrary to management, our view on the coming months is less enthusiastic. Calendar Q4 might see some higher inventory, also in the light of Brexit. However, we are not very optimistic for Q1 21, ..."
Pages
64
Language
English
Published on
19/11/20
You may also be interested by these reports :
04/12/25
We last highlighted Umicore (Reduce, Belgium) in November 2021, when the stock began to fall from its all-time high of €60.0. Since then, the share ...
25/11/25
The EPS change for 2025 reflects our more conservative opinion of EBITDA (discussed in DCF section) and earnings from investment accounted using ...
20/11/25
Johnson Matthey’s H1 2026 results reaffirmed our concerns around softness in Clean Air. While PGM Services benefited from high metal prices, we do ...
19/11/25
Akzo Nobel and Axalta have finally agreed to merge after years of deliberation, likely helped by a sluggish economic backdrop and pressure from ...