Dow Inc. (DOW)

October 24, 2024 In Company Notes By Hassan I. Ahmed

Dow Inc. – Q3 EPS and EBITDA Beat, Q4’24 Guidance Slightly Below Consensus

Key Points Q3'24 EPS and EBITDA beat; slower than expected volume recovery Management's Q4’24 guidance slightly below consensus We rate Dow Inc. shares Neutral, with a 12-month target price of USD60 per...

July 25, 2024 In Multi Company Notes By Hassan I. Ahmed

Dow Inc. – Q2 EPS and EBITDA Miss, Q3’24 Guidance Below Consensus

Key Points Q2'24 EPS and EBITDA miss; slower than expected q-o-q volume recovery Management's Q3’24 guidance below consensus We rate Dow Inc. shares Neutral, with a 12-month target price of USD60 per share Summary Dow...

July 1, 2024 In Multi Company Notes By Hassan I. Ahmed

U.S. Chemicals – Expecting Some H2’24 Weakness in the Polyethylene Market

Key Points Widening delta between U.S. and Asian prices, relatively tepid demand, bloated Chinese inventories, and slack supply/demand point to near-term polyethylene price and margin headwinds Higher Brent crude oil prices and...

Dow Inc. (DOW)

Dow Inc. – Q3 EPS and EBITDA Beat, Q4’24 Guidance Slightly Below Consensus

Dow Inc. – Q2 EPS and EBITDA Miss, Q3’24 Guidance Below Consensus

U.S. Chemicals – Expecting Some H2’24 Weakness in the Polyethylene Market

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