The latest Market Talks covering Basic Materials. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET. Solvay is a Belgian chemical company. "Solvay's Results Should Cause Muted Share Price Reaction -- Market Talk," at 0725 GMT, incorrectly identified the company as Swiss.

0725 GMT - Solvay's results should cause a muted share price reaction as its 4Q performance and its outlook are broadly in line with consensus, Jefferies analysts say in a note. The Belgian chemical company expects underlying Ebitda in 2025 between 1 billion euros to 1.1 billion euros, representing organic growth of -5% to +5%. Divisionally, its Basic Chemicals unit came in ahead of expectations, whereas its performance chemicals segment lagged behind, they say.(helena.smolak@wsj.com) Corrections & Amplifications

This market talk item was corrected at 0723 GMT to reflect Solvay is a Belgian chemical company. The original version incorrectly identified the company as Swiss in the second sentence.

1001 GMT - Evonik's unchanged guidance for 2025 is in line with expectations, Morgan Stanley analysts say in a research note. The German chemical company's view for the first three months of the year look slightly better than expected, they add. However, results for the fourth quarter missed analysts' views, they say. Shares trade up 10% at 20.63 euros. (nina.kienle@wsj.com)

0921 GMT - A German fiscal boost could be a game changer for Europe, and Barclays is bullish on defense, infrastructure stocks, as well as small and mid-sized companies, equity strategists at the bank say. European stocks started the year strongly as investors sought alternatives to big technology and artificial intelligence names and this outperformance might wane if recessionary fears worsen, according to Barclays. However, hope is building up over fiscal boost and higher defense spending from a reform-oriented German coalition, the strategists say in a research note. Barclays includes telecommunications company Freenet, property companies LEG Immobilien and Vonovia and lenders Commerzbank and Deutsche Bank among potential beneficiaries of a German revival. Construction company Hochtief, forklift maker Kion and chemicals group Lanxess are among the top winners in the Stoxx Europe 600, rising 14% or more. (adria.calatayud@wsj.com)

(END) Dow Jones Newswires

March 06, 2025 04:20 ET (09:20 GMT)

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