Dow agrees to sell its 50% interest in DowAksa Advanced Composites Holdings BV (DowAksa) to its 50/50 joint venture partner Aksa Akrilik Kimya Sanayii A.Ş. Proceeds will be used to support Dow's balanced capital allocation approachMIDLAND, Mich., June 2, 2025 /PRNewswire/ -- Dow (NYSE: DOW) today announced that it has signed a sale and purchase agreement to sell its 50% interest in DowAksa Advanced Composites Holdings BV (DowAksa) to Aksa Akrilik Kimya Sanayii A.Ş., a company of Akkök Holding. Aksa Aksa Ak ...

道指成分股投资机会 - 道指成分股整体估值偏高且股息率较低 但威瑞森(VZ)是当前十大低价"道指狗股"中唯一值得买入的标的 [1] - 威瑞森(VZ)在3月份符合"道指狗股"策略的选股标准 该策略聚焦于道指中股息率最高且价格相对较低的成分股 [1] 社交媒体投资互动平台 - 在纽交所每个交易日的前夜或早晨 Facebook/Dividend Dog Catcher会通过直播节目展示潜在投资组合标的 [2] - 投资者可通过评论功能对感兴趣的股票代码发表意见 这些互动数据将作为后续研究报告的候选标的筛选依据 [2]

U.S. stocks traded mixed toward the end of trading, with the Dow Jones index edging higher on Friday.The Dow traded up 0.05% to 42,238.88 while the NASDAQ fell 0.74% to 19,033.46. The S&P 500 also fell, dropping, 0.24% to 5,898.22.Check This Out: Wall Street’s Most Accurate Analysts Give Their Take On 3 Materials Stocks Delivering High-Dividend YieldsLeading and Lagging SectorsConsumer staples shares jumped by 1% on Friday.In trading on Friday, information technology stocks fell by 1.5%.Top HeadlineShares o ...

道琼斯工业指数成分股分析 - 道琼斯工业指数包含多个行业领先公司 是构建投资组合的优质蓝筹股来源 [1] - 苹果、微软、Visa和美国运通是6月值得买入并长期持有的成分股 [1] 科技巨头对比 - 苹果年内股价下跌22% 微软上涨7% 市值被微软和英伟达超越 [3] - 微软在贸易摩擦中保持高增长 运营利润率优异 持续投资AI和云计算 年股息增长约10% [5] - 苹果因主要产品在中国组装 对关税高度敏感 25%非美产iPhone关税直接影响成本 [6] - 苹果短期内或需自行消化关税成本 或转嫁部分给消费者 秋季将发布AI功能新品 [7][8] - 苹果当前市盈率30.4 低于五年中位数29.3 估值处于合理区间 [9] 支付行业双雄 - Visa商业模式更简单 作为纯支付处理商依赖交易量收费 资本需求低 毛利率达66% [11][12] - 美国运通兼具发卡机构和支付处理功能 提供存款账户等多元产品 承担更高风险但风控优异 [12][13] - 美国运通通过高额会员奖励刺激消费 其高端客户群具有强支付粘性 [14] - 两家公司均通过股票回购和股息增长持续回馈股东 [15] 长期投资价值 - 四家公司因股价快速上涨导致股息率被稀释 但持续增加分红 [16] - 通过股票回购+股息增长双重方式回报股东 当前估值具备吸引力 [17]

公司背景与行业现状 - 陶氏化学(DOW)和杜邦(DD)是美国领先的化学制造商 产品覆盖包装 电子 建筑 汽车和农业等多个终端市场 [1][2] - 两家公司曾于2017年合并 后于2019年分拆为独立上市公司 [1] - 当前行业面临需求逆风和关税干扰等挑战 [2] 陶氏化学(DOW)分析 战略与投资 - 通过差异化产品组合和低成本原料优势推动增长 重点投资制药 家居及个人护理等高回报领域 [4] - 德克萨斯州Seadrift的烷氧基化扩建项目预计2025年中投产 下半年贡献收益 [4] - 延迟Fort Saskatchewan Path2Zero项目 2025年资本支出减少6亿美元 [6] 财务与股东回报 - 第一季度末流动性超110亿美元 其中现金及等价物约15亿美元 [7] - 2024年向股东返还25亿美元(20亿美元股息+5亿美元回购) 第一季度股息支付494亿美元 [7] - 股息收益率达97% 但派息率为239% [8] 挑战 - 欧洲市场汽车和建筑需求疲软 通胀压力影响耐用消费品销售 [8][9] - 硅氧烷价格承压 主因亚洲新增产能导致的供应过剩 [10][11] 杜邦(DD)分析 战略与收购 - 通过创新研发驱动增长 重点布局医疗等高增长领域 [12] - 收购Spectrum Plastics Group和Donatelle Plastics 强化医疗设备细分市场竞争力 [13] 成本与财务 - 2025年预计实现15亿美元年度成本节约 [14] - 2024年自由现金流转换率达105% 2025年股息提升8%至每股041美元 [15] - 当前股息收益率24% 派息率38% 五年股息复合增长率71% [15] 挑战 - 北美住宅建筑市场疲软 汽车制造率下降影响工业板块销售 [16] - 电子业务分拆预计产生7亿美元成本 2025年自由现金流转换率将降至90%以上 [17] 市场表现与估值 - 年内DOW股价下跌294% DD下跌107% 行业平均跌幅156% [18] - DD远期市盈率1545倍 低于DOW的458倍和行业平均1773倍 [20][22] - 分析师预测DOW 2025年营收下降31% EPS下降807% DD营收增长29% EPS增长49% [25][26] 投资建议 - DD估值更具吸引力 且盈利增长预期优于DOW [27] - DOW面临需求疲软和定价压力 DD虽受工业业务拖累但创新收购提供支撑 [27]

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We initiate on Dow Inc. (NYSE: DOW ) with a Strong Buy rating and a $44 PT. Dow Inc. is a global materials science company with operations in packaging, infrastructure, mobility and specialty coatings. Our thesis is based on our below-consensus 'muted' 2025 forecast of $5.1bn ofMoretus Research delivers state-of-the-art, buy-side quality equity research for serious investors seeking clarity, conviction, and alpha. Focused on U.S. public markets, Moretus applies a structured, repeatable framework to identify ...

If you, as an investor, are told the name Dow (NYSE: DOW ), and asked to continue the list, you’d probably say Johnson & Johnson ( JNJ ), Coca-Cola ( KO ), Procter & Gamble ( PGI’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, financial modeling, and creating investment content. I actively analyz ...

EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...