英文【Jefferies】Syensqo升级为买入；投资组合质量凸显

2025-06管理咨询14免费

📄 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: 战略规划行业研究员
📊 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
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报告摘要

EUROPE | Chemicals Upgrade to BUY; Quality of portfolio shining RATING | TARGET | ESTIMATE CHANGE

📋 核心要点(部分)

2025 (€)
5.42
5.54
44 (0) 20 7548 4676 | ccounihan@jefferies.com

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《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%。

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