ARKAF News and Press, Arkema S.A. From 07/28/23

2023-07-28 14:52:09 ET Arkema S.A. (ARKAF) Q2 2023 Earnings Conference Call July 28, 2023 5:00 AM ET Company Participants Thierry Le Hénaff - Chairman & CEO Marie-José Donsion - CFO Conference Call Participants Martin Roediger - Kepler Cheuv...

2023-07-28 09:04:19 ET Arkema press release ( OTCPK:ARKAF ): Q2 Non-GAAP EPS of €2.77. Revenue of €2.44B (-23.3% Y/Y). For further details see: Arkema Non-GAAP EPS of €2.77, revenue of €2.44B

2023-06-10 23:14:28 ET Summary Arkema remains in the midst of a cyclical downturn. The stock has not been spared, underperforming by a wide margin over the last year. But with the valuation down to excessively cheap levels, investors willing to stick it out through the near-te...

2023-05-28 05:20:49 ET Summary Sales are stabilizing after a long restructuring process, but demand remains weak as customers hold high inventories. Profit margins have increased significantly in recent years thanks to the divestment of less profitable businesses. Ashland's de...

2023-05-10 16:53:00 ET Summary Improving trend at the EBITDA level. Cost-saving initiatives are underway and Evonik's portfolio improvements continue. 2023 guidance was unchanged, and neither was our valuation. Last year, we analyzed EU chemical companies with the on...

2023-05-06 00:10:23 ET Arkema S.A. (ARKAF) Q1 2023 Earnings Conference Call May 5, 2023 05:30 AM ET Company Participants Thierry Le Henaff - Chairman & CEO Marie-Jose Donsion - CFO Conference Call Participants Martin Roediger - Kepler Cheuvreux Ma...

2023-03-18 06:57:55 ET Summary Lower exposure to EU (thanks also to M&A) and a solid balance sheet to navigate a weaker 2023. Arkema increased its DPS by 13%. Lower estimates in 2023 EBITDA, and so we decided to slightly decrease our 12-month target price. Within...

Arkema S.A. (ARKAF) Q4 2022 Results Conference Call February 23, 2023 05:30 AM ET Company Participants Thierry Le Hénaff - Chairman & CEO Marie-José Donsion - CFO Conference Call Participants Martin Roediger - Kepler Cheuvreux Matthew Yates - ...

Summary Arkema is a French company active in the chemical sector. The company's 2022 will be exceptionally strong but the earnings and FCF result should not be extrapolated to 2023. Instead, I prefer to focus on the 2024 guidance. Based on that guidance, the stock is cheap. It's...

Summary EU gas prices are down significantly and this should support chemical players such as Arkema. Return-accretive M&A, strong pricing power, and a solid balance sheet make the company a buy. Also, Arkema confirmed its 2022 guidance and its strategic plan for 2024. We believ...