November 2013 – Valence Newsletter

  • Shareholder activists increasingly scrutinising portfolio chemical companies with further investments expected
  • A rush of $1bn+ transactions and increasing M&A volumes hitting a high in October 2013 prove chemical M&A is surging once again
  • Valence Indices show a complete turnaround with Inks and Pharma/ Agro Intermediates sub-sectors gaining c. 100%, while Fertilizers are the worst performing stocks down almost 20%
  • Food Ingredients M&A: Chemical companies continue to build positions across a broad range of product areas and lock out emerging market competition

Download Chemical M&A Review Nov 2013