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-0.000118373000881673 0 -0.000440750535197214 -0.00088150107039425 -0.00188893086513041 -0.0029593250220377 -0.000629643621710255 -0.00138521596776242
Stock impact report

Hot Picks: Corteva, Mosaic, Eastman seen as undervalued in materials [BNN Bloomberg (Canada)]

Corteva, Inc. (CTVA) 
Last corteva, inc. earnings: 1/30 06:00 am Check Earnings Report
Company Research Source: BNN Bloomberg
BNN Bloomberg spoke with Seth Goldstein, senior equity analyst at Morningstar, who highlighted Corteva, Mosaic and Eastman Chemical as names he believes are positioned to benefit from improving production, stable pricing and an eventual recovery in demand. Key Takeaways Corteva is viewed as undervalued, with plans to separate its seeds and crop protection businesses aimed at unlocking independent growth paths and focused capital allocation. The company's strong balance sheet and net cash position provide flexibility as it restructures into two standalone market leaders. Mosaic's higher unit costs stem from mine disruptions and storm damage, but improved output from key assets is expected to lower costs over time. Fertilizer pricing is expected to stabilize, supporting a return to mid-cycle profitability and stronger free cash flow generation. Chemical demand remains at cyclical lows, but companies with solid balance sheets and dividend coverage are seen as better position Show less Read more
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