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Posted by
Two Blokes Jul 26 -
Filed in
Stock
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3M's correction after the double-beat FQ2'25 performance and the raised FY2025 adj EPS guidance implies a notable profit taking at recent heights. This is worsened by the uncertainties arising from the mixed macroeconomic environment, the ongoing tariff war, and the softer auto/consumer electronics end market. Even so, we believe that MMM remains highly compelling, as the management aims to drive renewed growth through strategic product launches in the semiconductor/aerospace end market.
