英文【Jefferies】阿科玛(AKE):下调至持有评级;增长型投资对回报的拖累时间更长
EUROPE | Chemicals Downgrade to HOLD; when growth investments overhang returns for longer
EUROPE | Chemicals Downgrade to HOLD; when growth investments overhang returns for longer
EUROPE | Chemicals Downgrade to HOLD; when growth investments overhang returns for longer
EUROPE | Chemicals Downgrade to HOLD; when growth investments overhang returns for longer核心数据:We reduce average EBITDA by ~5% (avg 5% below cons), lowering our;FY28F forecasts are ~20% below its previously stated longer term EBITDA targets, and we are;on average 5% below consensus.。
覆盖 2025 年,全文约 11。
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