Home 171031 AkzoNobel | the Axalta escape?
171031 AkzoNobel | the Axalta escape?

171031 AkzoNobel | the Axalta escape?

No. pages 12
Description

In our in-depth report of March of this year (AkzoNobel | the 'devil' may not be as black as he is painted) we already looked at the route AkzoNobel now seems to have opted for: a deal with Axalta.

In this report we will review our thoughts on Axalta, inform what we believe to be the strength of such a deal but also the weakness. Furthermore we discuss how Axalta fits within AkzoNobel's updated strategy.

We will also focus on the company's shareholders. In the report we have reviewed PPG's position as well.

Lastly we will draw our conclusions.

Contents

Summary and Conclusions
Constructive dialogue with Axalta on merger
Axalta: a name that has popped up before
Global market leadership in Refinishes
Entry into cyclical OEM segment would mark break with the past
Growth not abundant
First deviation from the updated strategy?
Axalta is not a small bolt-on acquisition
How about value creation?
All the characteristics of a defensive move
Shareholders not be powerless
Relationship with shareholders potential weak spot
New opportunity for PPG?
Conclusions?

Created Date: Tuesday October 31, 2017 18:10:20
Last Updated Date: Tuesday October 31, 2017 18:10:20
Download in: 1Downloads
euroirp-logo© 2011 the IDEA! | terms of use | disclaimersitemap |