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Street View: Dow faces delayed recovery amid slow global demand



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** Chemicals and additives maker Dow DOW.N missed second-quarter profit estimates on Thursday, hurt by lower demand and prices in Asia and Europe


EXPORT PRICING IN FOCUS

** RBC ("sector perform," PT: $57) says with slow global GDP growth and sluggish demand, Dow's return to ~$8B mid-cycle earnings may take longer than expected

** "The 2H recovery story now holds less weight, and we think other commodity chemicals names could also trade lower as a result"

** J.P. Morgan ("overweight," PT: $60) notes Dow is likely to remain near current levels of profits and profitability, without any acceleration in global economic activity, or a rise in oil prices, or weather dislocations

** Piper Sandler ("overweight," PT: $64) believes with polyethylene exports continuing to gain volume and domestic markets rebalancing, price and margin expansion to gain momentum in 2025

** "While we do not see any substantive recovery on the horizon, it is worth noting that it is not backsliding" - Piper Sandler

** BMO ("market perform," PT: $57) says with strong moves in spot/export prices in June and July to date, we expect a good start for Q3 quarter-on-quarter, assuming no macro surprises



Reporting by Kanchana Chakravarty in Bengaluru

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