Univar Expands Dow SupraCare Distribution Deal Across US and Canada

M&A · PartnershipPrice Action
โดย Simply Wall St·USCA·Read original
Summary · why it matters

Univar Solutions has expanded its agreement to distribute Dow's SupraCare polymers and specialty additives across the US and Canada, widening access to Dow's homecare and industrial cleaning ingredients portfolio. The news drew fresh attention to Dow, whose share price has been choppy, down 2.6% over the last day and roughly 9.5% over the past month, even as the year to date share price return stands at 18.4% and the 1 year total shareholder return is 28.3%. Dow closed at $28.73, while the most followed narrative pegs fair value at $34.69, a 17% undervaluation. Dow expects a $2.4 billion influx from the sale of its minority stake in select U.S. Gulf Coast infrastructure assets, and a final ruling on pending Nova litigation is anticipated with expected proceeds exceeding $1 billion. Elevated feedstock and energy costs, together with softer demand in key end markets, could still pressure Dow's margins and challenge the undervaluation case.

Impact on stocks 2

Critical Materials & Supply Chain · 2 stocks
Dow Inc
DOW
▲ PositiveDemandSupplyrelevance

Univar expanded its agreement to distribute Dow's SupraCare polymers and specialty additives across the US and Canada, widening access to Dow's homecare and industrial cleaning portfolio.

Off-coverage companies 1

Univar Solutions LLCPrivate▲ Positive
Demandrelevance

Univar Solutions expanded its distribution agreement with Dow for SupraCare polymers and specialty additives across the US and Canada.