It looks as if DSM’s management saw our Business & Trends section and found the idea of separating Materials and finally divesting the business looked compelling. In our view, this was too obvious to not become reality. The more subdued result is the push towards DSM’s ESG targets, which is not a disadvantage in our view.
The announcement perfectly fits into our picture, but some more financial details would be helpful.
14 Sep 2021
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Downing Strategic Micro-Cap Investment Trust PLC GBP (DSM:LON) | 0 0 0.0% | Mkt Cap: 28.7m
- Published:
14 Sep 2021 -
Author:
Martin Schnee -
Pages:
3
It looks as if DSM’s management saw our Business & Trends section and found the idea of separating Materials and finally divesting the business looked compelling. In our view, this was too obvious to not become reality. The more subdued result is the push towards DSM’s ESG targets, which is not a disadvantage in our view.
The announcement perfectly fits into our picture, but some more financial details would be helpful.