Specialty Chemicals - The Growth Target for Listed Chemical Companies
Time & Location
Thursday: 11.15 to 11.30, Stage 3
Sam PerryHead of European Chemicals Research, Credit Suisse
About this presentation
Topics to discuss: – An insight into how financial markets and investors are thinking about chemical companies and the growth trajectory of the market post pandemic. – A discussion of how financial markets split the sector and the appreciation in specialty chemical valuations vs bulk chemicals – Key valuation metrics for Chemicals companies and how investors view capital deployment into the sector – Why large diversified chemicals companies are acquiring in niche specialties, to reduce their commodity exposure and hence justify a higher share price. – The Role of M&A in the sector
Sam Perry is the European Head of Chemicals Equity Research at Credit Suisse within Investment Banking. In this role Sam analyses the industry and it’s largest companies from a financial perspective, publishing research to advise the firms clients (Asset Managers/Hedge Funds/Pension Funds) on the purchase and sale of European Chemicals Stocks. He also owns the relationships with management across the largest European listed chemicals companies (BASF, AkzoNobel, DSM etc…). Sam is a qualified accountant, Chartered Financial Analyst and holds a degree in Mechanical Engineering from the University of Nottingham.