Report
Fabian Semon ...
  • Michael B. Schäfer

Brenntag : Q3 2022 results due 9 November – Feeling the September blues

>Q3 results may feel the September blues across chemicals industry - A series of profit warnings from US-listed chemicals producers set the tone for the upcoming Q3 results season, highlighting weak construction markets, energy-hit European weakness in general and a slower-than-expected recovery in China, finally adding FX headwinds on top. We expect only the latter to look different at the upcoming Q3 results season in Europe. Materials Science (Construc...
Underlying
Brenntag SE

Brenntag is a chemical distributor. Co. provides its customers and suppliers a range of services and global supply chain management as well as a chemical distribution network in Europe, North and Latin America as well as in the Asia Pacific region. Co. manages its business through its regionally structured segments in Europe, North America, Latin America and Asia Pacific. Co. provides a range of products as well as services such as just-in-time delivery, product mixing, blending, repackaging, inventory management, drum return handling as well as technical and laboratory services for specialty chemicals.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Fabian Semon

Michael B. Schäfer

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