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Posted by
Two Blokes May 20 -
Filed in
Stock
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2 views
Brenntag SE remains a core chemical sector holding for me due to its industry leadership, resilient business model, and strong fundamentals. Despite recent volatility and a less attractive valuation, Brenntag's cost efficiency program and EPS recovery forecast support my continued positive outlook. The company is no longer "cheap" at current levels, but with a conservative €80/share price target, I see a solid risk/reward profile.