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John Spector

Research Analyst at UBS Asset Management Americas Inc.

Josh Spector is an Executive Director and Senior Equity Analyst at UBS, specializing in chemicals and materials sector research with coverage of companies like Dow, LyondellBasell, and Huntsman Corporation. He covers approximately 48 stocks with a focus on major public chemical manufacturers, and his performance metrics on platforms such as TipRanks include a 52% success rate, a -0.8% average return per recommendation, and periodic positive returns on selected calls. Spector began his career in equity research prior to joining UBS Equities, where he holds his current senior role and is recognized for his detailed fundamental research. He is professionally credentialed with standard FINRA securities licenses in line with industry analyst roles.

John Spector's questions to ASHLAND (ASH) leadership

Question · Q4 2024

John Spector from UBS asked for clarification on whether incremental pricing pressure is expected to offset volume growth in fiscal 2025, and if the mid-single-digit volume growth forecast implies overall organic growth.

Answer

CEO Guillermo Novo confirmed that Ashland expects overall organic growth. He distinguished between two dynamics: outside of China, the company sees strong volumes while managing price/volume trade-offs, particularly in the pharma business. The primary concern is China, where he anticipates potential price and volume pressure from a downturn in the new construction market. Dago Caceres, GM of Specialty Additives, added that any government stimulus in China is not expected to impact demand until 2026 or later, justifying a conservative 2025 forecast.

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