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Equity Bottom-Up

Axalta Coating Systems / Equity Bottom-Up

<ul><li>In today's edition: • ABN Amro | announced further reduction of its flexible workforce • AkzoNobel | Cevian pledges support for AkzoNobel/Axalta merger • InPost | enters cross-border deal with Austrian Post for business customers • Unilever | said to be exploring the sale of three UK heritage brands • Corbion | targets adjusted EBITDA of approx. EUR 300m by 2028 • bpostgroup | renews contract with Amazon for 5 years</li></ul>

In today's edition: • ABN Amro | announced further reduction of its flexible workforce • AkzoNobel | Cevian pledges support for AkzoNobel/Axalta merger • InPost | enters cross-border deal with Austrian Post for business customers • Unilever | said to be exploring the sale of three UK heritage brands • Corbion | targets adjusted EBITDA of approx. EUR 300m by 2028 • bpostgroup | renews contract with Amazon for 5 years

Axalta Coating Systems Ltd - What's News in Amsterdam

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Key points (machine generated)<ul><li>Axalta's stock has dropped 28% despite strong growth from a new management team in the coatings industry.</li><li>Concerns about volume weakness in the key refinish business may be cyclical rather than secular, with potential improvement expected by late 2025.</li><li>With a 25% market share in refinish coatings and high barriers to entry, Axalta could see its stock rise to $41 if it reverts to historical valuation multiples.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Axalta's stock has dropped 28% despite strong growth from a new management team in the coatings industry.Concerns about volume weakness in the key refinish business may be cyclical rather than secular, with potential improvement expected by late 2025.With a 25% market share in refinish coatings and high barriers to entry, Axalta could see its stock rise to $41 if it reverts to historical valuation multiples.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Axalta Coating Systems Ltd (AXTA) - Monday, Jul 21, 2025

<ul><li>Author believes AXTA shares are undervalued and worth $47 per share, with a 50% upside potential</li><li>Fourth-quarter results suggest 2024 EBITDA may exceed guidance and street expectations</li><li>New management team focusing on maximizing profitability and returns, leading to potential growth in coming years</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Author believes AXTA shares are undervalued and worth $47 per share, with a 50% upside potentialFourth-quarter results suggest 2024 EBITDA may exceed guidance and street expectationsNew management team focusing on maximizing profitability and returns, leading to potential growth in coming yearsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Axalta Coating Systems Ltd (AXTA) - Tuesday, Apr 16, 2024

United States

Axalta Coating Systems Ltd. manufactures, markets and distributes coatings systems. The Company offers products and services which includes paint, color matching tools, application technologies, and customer  training and business management systems. Axalta Coating Systems serves automotive, transportation,  general industrial, and architectural and decorative sectors.

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Axalta Coating Systems (AXTA US)

Axalta Coating Systems Ltd - What's News in Amsterdam

In today's edition: • ABN Amro | announced further reduction of its flexible workforce • AkzoNobel | Cevian pledges support for AkzoNobel/Axalta...

The IDEA!

Axalta Coating Systems Ltd (AXTA) - Monday, Jul 21, 2025

Axalta's stock has dropped 28% despite strong growth under new management, with concerns over its key refinish business seen as cyclical,...

Value Investors Club (VIC)

Axalta Coating Systems Ltd (AXTA) - Tuesday, Apr 16, 2024

Author believes AXTA shares are undervalued and worth $47 per share, with a 50% upside potential. Fourth-quarter results suggest 2024 EBITDA may...

Value Investors Club (VIC)

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