BASF's Coatings Business Divestment to Increasingly Come Into Focus -- Market Talk

Dow Jones

07/22

1150 GMT - BASF's reported divestment of its coatings business will likely come into increasing focus through the fourth quarter and into the first quarter of 2026, Morgan Stanley analysts say in a research note. The German chemical giant previously highlighted that the coatings business isn't appropriately valued within the structure of the company. It said that as a standalone business, coatings is better placed to compete with its pure-play peers. Now, the company has reportedly initiated the sale. "While the components could feasibly be more highly valued individually, the timeline for execution of a multi-step disposal could prove long and potentially unattractive, suggesting the company could look to strike a balance," the analysts say. Shares trade 1% lower at 43.07 euros. (nina.kienle@wsj.com)

(END) Dow Jones Newswires

July 22, 2025 07:51 ET (11:51 GMT)

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The German chemical giant previously highlighted that the coatings business isn't appropriately valued within the structure of the company. It said that as a standalone business, coatings is better placed to compete with its pure-play peers. Now, the company has reportedly initiated the sale. \"While the components could feasibly be more highly valued individually, the timeline for execution of a multi-step disposal could prove long and potentially unattractive, suggesting the company could look to strike a balance,\" the analysts say. Shares trade 1% lower at 43.07 euros. (nina.kienle@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 22, 2025 07:51 ET (11:51 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0795875169.SGD","symbol_name":"JPMorgan Investment Funds - Global Income A (div) SGD-H","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2553425349","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2553425349","pubTimestamp":1753185060,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1150 GMT - BASF's reported divestment of its coatings business will likely come into increasing focus through the fourth quarter and into the first quarter of 2026, Morgan Stanley analysts say in a research note. 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The German chemical giant previously highlighted that the coatings business isn't appropriately valued within the structure of the company. It said that as a standalone business, coatings is better placed to compete with its pure-play peers. Now, the company has reportedly initiated the sale. \"While the components could feasibly be more highly valued individually, the timeline for execution of a multi-step disposal could prove long and potentially unattractive, suggesting the company could look to strike a balance,\" the analysts say. Shares trade 1% lower at 43.07 euros. 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