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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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Free AccessMNI BRIEF: Trudeau To Keep Working As Opposition Seeks Ouster
BASIC INDUSTRIES: BASF (BASGR A3/A-/A): Potential Changes
Potential medium term positive.
- With a new CEO in place, Bloomberg reports on details of the upcoming investor day.
- According to the report, Agricultural Chemicals will be prepared for a future IPO. It was announced last year that the division would be made legally independent by 2026.
- It will also consider options for some Coatings businesses and Battery Materials.
- The article mentions a potential Agri valuation of €20bn, just below 9x EBITDA.
- With €21bn in adj. net debt at FY23, leverage could come down to less than 0.5x on that. We would expect some proceeds to go to shareholder returns and investors; the article mentions strengthening the balance sheet with proceeds so it would still likely be a meaningful deleveraging event.
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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.