Dow: Margin Recovery Ahead Of Consensus

Group 1 - The article initiates coverage on Dow Inc. (NYSE: DOW) with a Strong Buy rating and a price target of $44, indicating a positive outlook for the company [1] - Dow Inc. is identified as a global materials science company involved in packaging, infrastructure, mobility, and specialty coatings [1] - The investment thesis is based on a below-consensus forecast for 2025, projecting earnings of $5.1 billion [1] Group 2 - Moretus Research emphasizes a structured and repeatable framework for identifying companies with durable business models and mispriced cash flow potential [1] - The research approach combines rigorous fundamental analysis with a focus on simplicity and relevance, avoiding overly complex forecasting [1] - The coverage tends to favor underappreciated companies experiencing structural changes or temporary dislocations, which can lead to asymmetric returns [1]