Новости за 21.05.2024

Good morning from Paul amp; Graham! Explanatory notes - A quick reminder that we don’t recommend any stocks. We aim to review trading updates amp; results of the day and offer our opinions on them as possible candidates for further research if they interest you. Our opinions will sometimes turn out to be right, and sometimes wrong, because it's anybody's guess what direction market sentiment will take amp; nobody can predict the future with certainty. We are analysing the company fundamentals, not trying to predict market sentiment. Читать дальше...

Summary Pros: Croda has a long track record of innovation and high-margin growthOpportunity to buy a proven quality compounder after a sharp sell offBusiness benefits from broad exposure to market sectors such as beauty and crop protection, which are expected to have long-term growth potential Cons: Three profit warnings in 12 months suggest a possible failure of financial guidanceAny failure to rebuild margins could trigger a further de-ratingCroda may be at some risk of losing volumes to competitors... Читать дальше...