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2023-03-29 15:05:26 ET Summary This portfolio uses historical performance and qualitative business traits to determine low-risk assets. These assets are leading their class and represent sectors that offer lower volatility. Backtesting proves that the constituents outperform t...
Summary Sika takes another step toward closing the MBCC acquisition. With valuations de-rated across the industry, the focus on inorganic growth makes sense. While 2023 could be a challenging year on the macro front, I think Sika has enough pricing power and secular tailwinds to out...
Summary Sika outlined a clear path to achieving >25% ROCEs and sustaining through-cycle growth at its recent investor day event. The MBCC acquisition also remains on track. The relative valuation screens reasonably at these levels. Leading Swiss specialty chemical...
There's a lot on the table for the future of the energy market as world leaders meet this weekend in Glasgow, Scotland. The talks, known as COP26 (Conference of the Parties' 26th annual summit), will be eyed for clues to how a faster transition toward a zero-carbon economy will effe...
Sika AG (SXYAY) Q4 2020 Earnings Conference Call February 19, 2021 04:00 AM ET Company Participants Paul Hälg - Chairman Paul Schuler - Chief Executive Officer Thomas Hasler - Head Global Business and Industry Dominik Slappnig - Head-Corporate Communication & Investor Relation Adrian...
The following slide deck was published by Sika AG in conjunction with their 2020 Q4 earnings call. For further details see: Sika AG 2020 Q4 - Results - Earnings Call Presentation
Sika AG (SXYAY) Full Year 2019 Earnings Conference Call February 21, 2020 4:00 AM ET Company Participants Paul Schuler – Chief Executive Officer Adrian Widmer – Chief Financial Officer Thomas Hasler – Head Global Business and Industry Christoph Ganz –...