BASFY - Dow: Time For A New Strategy To Revive The Chemistry
- Dow has shown impressive numbers regarding sales and EBIT in the first half of 2021.
- Not only favorable margins supported this performance, the past years' management also devoted considerable effort streamlining the company and bringing focus to the portfolio.
- Going forward, the company will need a new strategy and prepare for the situation where margins may not stay at elevated levels and competition is increasing.
- Until the company presents a compelling, actionable strategy caution is advised as Dow will risk lagging behind its peers.
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Dow: Time For A New Strategy To Revive The Chemistry