HALISTER: Dow Chemical 2Q Oper. EPS, Rev. Top Highest Ests

Dow Chemical 2Q Oper. EPS, Rev. Top Highest Ests

(Bloomberg) -- Dow Chemical 2Q oper. EPS 95c vs est. 85c, highest est. 92c; shares indicated $54.00-$54.64 vs close $53.63.
  • 2Q rev. $12.0b vs est. $11.2b, highest est. $11.66b
  • 2Q volume up 2% on reported basis, up 4% excluding impact of divestitures and acquisitions
  • 2Q cash flow from operations $2.2b, up 58% y/y
  • Still sees healthy demand in N.A.
  • Measured recovery in Europe continues while LatAm showing early signs of improvement from low base
  • Call 9am
  • NOTE: July 26, DD CEO said in phone interview EU concessions may help win approval for deal by year end
Statement: NSN OB0TV0MEQTXH
Alert: HALISTER
Source: BFW (Bloomberg First Word)

Tickers
DOW US (Dow Chemical Co/The)
DD US (EI du Pont de Nemours & Co)

To de-activate this alert, click here

UUID: 7947283

HALISTER: Dow Chemical Earnings Beat Estimates on Higher Plastics Volume

Dow Chemical Earnings Beat Estimates on Higher Plastics Volume

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
DOW US (Dow Chemical Co/The)

People
Andrew Liveris (Dow Chemical Co/The)
Edward Breen (EI du Pont de Nemours & Co)
Hassan Ahmed (Alembic Global Advisors)
John Roberts (UBS Securities LLC)

To de-activate this alert, click here
To modify this alert, click here

UUID: 7947283

HALISTER: Vale Profit Falls 34% as Spill Charge Blunts Near-Record Output

Vale Profit Falls 34% as Spill Charge Blunts Near-Record Output

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
VALE5 BZ (Vale SA)
BHP AU (BHP Billiton Ltd)
RIO LN (Rio Tinto PLC)

People
Luciano Siani (Vale SA)
Murilo Ferreira (Vale SA)
Toni Sacconaghi (Sanford C Bernstein & Co Inc)

To de-activate this alert, click here
To modify this alert, click here

UUID: 7947283

HALISTER1: Cheapest EGBs Include German Aug. 2026, BTP Nov. 2027: UniCredit

Cheapest EGBs Include German Aug. 2026, BTP Nov. 2027: UniCredit

(Bloomberg) -- UniCredit’s analysis has delivered a selection of eight cheapest Euro government bonds that carry highly different characteristics but are all concentrated toward the 10Y maturity bucket, UniCredit strategist Kornelius Purps writes in client note.
  • Recently issued 10Y German benchmark bond DBR Aug. 2026 is part of the collection
  • Also included are DBR Feb. 2026, BTP Nov. 2027, SPGB July 2025, SPGB 2026, BGB June 2026, Irish March 2025 and PGB Feb. 2024
  • New BTP Dec. 2026, which will be auctioned on July 28, appears attractive but does not belong to the “cheapest bond” group, according to the analysis
  • Most expensive EGBs identified as SPGB July 2020, RAGB Oct. 2023, PGB Oct. 2025
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

Tickers
UCG IM (UniCredit SpA)

People
Kornelius Purps (UniCredit SpA)

To de-activate this alert, click here

UUID: 7947283