Perspectives No 9
Bargain Hunting – Big Game and Niche Targets
- Its too early to find bargains yet and fundamentals weakness, oversupply and a flat global cost curve could create margin and earnings declines for basic chemicals in 2020 not evident in any current models surprising both companies and investors.
- Significant restructuring likely, some under bankruptcy protection, creating opportunities for public market investors, smart consolidators and private equity
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