Johnson Matthey

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, ..."

PDF page sample
Pages
68
Language
English
Published on
19/11/20
Download
You may also be interested by these reports :
06/11/25
Lanxess’s weak Q3 2025 results weighed heavily on investor sentiment, with shares down 12% as of writing. The company faced subdued end-market demand ...
06/11/25
The company faces challenges due to weak demand in its end markets. Management has made initial progress in restructuring, but improvement in these ...
03/11/25
Fuchs’ Q3 2025 results, although muted, came in line with street expectations. Sales were supported by strong performance in Asia and the Americas. ...
03/11/25
The change in the target price is due to a change in the analyst covering the stock, complemented by the usage of systematic intrinsic and peer-based ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO