Organon: A Look Beyond The Dividend Cut

Core Insights - Organon & Co. is a global healthcare company with a portfolio of over 70 medicines and products, having spun off from Merck & Co. in June 2021 [1] Company Overview - The company has been experiencing fluctuations in its stock price since the spin-off from Merck & Co. [1] Investment Focus - The investment strategy focuses on value-oriented opportunities, particularly in sectors such as chemicals, homebuilders, building materials, industrials, and metals & mining [1] - The preference is for stocks that are undervalued and have potential catalysts in the near future, with an investment horizon ranging from one quarter to two years [1]