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Novonesis:诺瓦诺西斯(NSISB):进一步剖析争论-20250606
Morgan Stanley·2025-06-06 07:45

June 6, 2025 12:19 AM GMT Novonesis | Europe Unpacking The Debate Further The key debate and pushback we got from our Overweight initiation centered around mid-term growth expectations and NSISB's sensitivity to oil price volatility. In contrast, we see the combination of structural growth drivers, NSISBs unique offering and operational gearing as basis to defuse concerns Overweight thesis intact, PT DKK577 - We initiated coverage of Novonesis last week at Overweight. Our deep-dive analysis of key end marke ...