英文【Jefferies】Syensqo升级为买入；投资组合质量凸显
EUROPE | Chemicals Upgrade to BUY; Quality of portfolio shining RATING | TARGET | ESTIMATE CHANGE
报告摘要
EUROPE | Chemicals Upgrade to BUY; Quality of portfolio shining RATING | TARGET | ESTIMATE CHANGE
核心要点
- 2025 (€)
- 5.42
- 5.54
- 44 (0) 20 7548 4676 | ccounihan@jefferies.com
报告信息
- 文件全名
- 《英文【Jefferies】Syensqo升级为买入；投资组合质量凸显-14页.pdf》
- 适合读者
- 核心数据
- 5% below consensus, but we forecast medium term earnings growth of 8%
- thereafter (vs peers 5%). Maintaining net pricing in materials (a key positive
- 1) Specialty Polymers are still well above 30% EBITDA margins throughout Q1, despite a ~12%
- approached 40%, demonstrating the high quality of the underlying business. It also highlights
- reliant on one polymer; 2) Composites are >20% EBITDA margins, whilst our aerospace team
- 核心议题
常见问题
《英文【Jefferies】Syensqo升级为买入；投资组合质量凸显》主要包含哪些内容?
EUROPE | Chemicals Upgrade to BUY; Quality of portfolio shining RATING | TARGET | ESTIMATE CHANGE核心数据:5% below consensus, but we forecast medium term earnings growth of 8%;thereafter (vs peers 5%). Maintaining net pricing in materials (a key positive;1) Specialty Polymers are still well above 30% EBITDA margins throughout Q1, despite a ~12%。
这份报告覆盖哪一年、篇幅多大?
覆盖 2025 年,全文约 14。
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适合战略规划、行业研究员等读者参考。
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重点分析了管理咨询等议题。
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