Deutsche's David Begleiter has some ideas about what Nelson Peltz may have planned for his...

|By:, SA News Editor

Deutsche's David Begleiter has some ideas about what Nelson Peltz may have planned for his purportedly "large stake" in DuPont (DD +0.2%). "We believe … Mr. Peltz could propose a breakup" of the company into two entities "comprising the Agriculture, Industrial BioSciences and Nutrition & Health segments and the other comprising the Electronic & Communications, Performance Chemicals, Performance Materials and Safety & Protection segments," Begleiter says, before noting that the more likely scenario is a divestiture of the TiO2 business.