Clariant did quite well in the pandemic as speciality chemicals have offerings to help manage the crisis better. This does not necessarily mean they are “bullet proof” chemicals but their their margins can be managed quite well. The question will be whether management can do it again in Q3. The reported figures were weaker than expected and missed consensus at many levels.

31 Jul 2020
Pandemic sustaining the portfolio

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Pandemic sustaining the portfolio
Clariant AG (0QJS:LON) | 0 0 (-2.2%) | Mkt Cap: 8,000m
- Published:
31 Jul 2020 -
Author:
Martin Schnee -
Pages:
3 -
Clariant did quite well in the pandemic as speciality chemicals have offerings to help manage the crisis better. This does not necessarily mean they are “bullet proof” chemicals but their their margins can be managed quite well. The question will be whether management can do it again in Q3. The reported figures were weaker than expected and missed consensus at many levels.