| 09.29.2023 |
ALB
|
Chemicals: Chart of the Day - China Lithium Market Snapshot
|
Chemicals |
Buy |
|
| 09.28.2023 |
EMN
|
EMN: Thumbs Up on Deal to Divest Acetyls in Texas
|
Chemicals |
Hold |
|
| 09.26.2023 |
LYB
|
LYB: An Update on the ART of Recycling
|
Chemicals |
Hold |
|
| 09.20.2023 |
APD
|
Chemicals: Chart of the Day - EBIT Growth vs. Variability
|
Chemicals |
Buy |
|
| 09.15.2023 |
ECL
|
ECL: Margin Ascent Fuels Good EPS Growth Prospects
|
Chemicals |
Hold |
|
| 09.13.2023 |
APD
|
Chemicals: Chart of the Day - Dividend Deep Dive
|
Chemicals |
Buy |
|
| 09.08.2023 |
APD
|
APD: CEO Dinner Highlights
|
Chemicals |
Buy |
|
| 09.08.2023 |
FMC
|
FMC: Initial Thoughts on Short Report
|
Chemicals |
Hold |
|
| 09.05.2023 |
ALB
|
ALB: Locking Down Liontown? ALB Ups the Ante for LTR
|
Chemicals |
Buy |
|
| 09.05.2023 |
APD
|
Chemicals: Back to School Guide, 2023 Edition
|
Chemicals |
N/A |
|
| 09.05.2023 |
OLN
|
OLN: Moving to Hold on Unexpected CEO Transition
|
Chemicals |
Hold |
|
| 08.28.2023 |
PPG
|
Chemicals: 2023 Coatings Field Trip Highlights
|
Chemicals |
N/A |
|
| 08.22.2023 |
APD
|
Chemicals: Chart of the Day - Say Hello to a 19-Year Low in Spread of E/P vs. 10-Yr Treasury Yield
|
Chemicals |
Buy |
|
| 08.17.2023 |
APD
|
Chemicals: Chart of the Day - Potential Impact of a UAW Strike
|
Chemicals |
Buy |
|
| 08.10.2023 |
APD
|
Chemicals: 2Q Earnings Digest; Testing the Trough
|
Chemicals |
N/A |
|
| 08.08.2023 |
CE
|
CE: Reducing Numbers; Eyes on Balance Sheet and FCF
|
Chemicals |
Hold |
|
| 08.07.2023 |
CE
|
CE: 2Q Earnings Miss as CE Runs for Cash to Deleverage
|
Chemicals |
Hold |
|
| 08.07.2023 |
LYB
|
LYB: Managing the Down Cycle; Raising PT After Decent 2Q
|
Chemicals |
Hold |
|
| 08.07.2023 |
APD
|
APD: Affirm Buy on Dip; Ratcheting EPS Higher
|
Chemicals |
Buy |
|
| 08.07.2023 |
WLK
|
WLK: Maintain Buy as HIP Outpaces PEM Through a Tough 2Q
|
Chemicals |
Buy |
|
| 08.07.2023 |
ALB
|
ALB: Affirm Top Pick; Raising EPS and PT on Strong 2Q
|
Chemicals |
Buy |
|
| 08.04.2023 |
CTVA
|
CTVA: Big Picture Intact; Trimming 2023E on CPC Pothole
|
Chemicals |
Buy |
|
| 08.04.2023 |
LYB
|
LYB: Clears the Bar in 2Q; Outlook Mixed
|
Chemicals |
Hold |
|
| 08.04.2023 |
LTHM
|
LTHM: Par Not a Bad Score; Maintain 2023E EPS and Target
|
Chemicals |
Buy |
|
| 08.04.2023 |
CTVA
|
CTVA: Beats on Margins; Trims Outlook on CPC Destock
|
Chemicals |
Buy |
|
| 08.03.2023 |
FMC
|
FMC: Reducing Numbers; Still Hold Pending Better Visibility
|
Chemicals |
Hold |
|
| 08.03.2023 |
WLK
|
WLK: 3Q Miss on Commodity Chemicals; Construction Better
|
Chemicals |
Buy |
|
| 08.03.2023 |
APD
|
APD: EPS Beats on Big Margin, Tax; Guide Looks Good
|
Chemicals |
Buy |
|
| 08.02.2023 |
FMC
|
FMC: Rough 2Q; 2H Back-End Loaded as EPS, FCF Trend Lower
|
Chemicals |
Hold |
|
| 08.02.2023 |
ALB
|
ALB: Beats, Raises on Lithium Price and Volume Momentum
|
Chemicals |
Buy |
|
| 08.02.2023 |
AXTA
|
AXTA: Reducing EPS on ERP Transition, FX Pinch
|
Chemicals |
Hold |
|
| 08.02.2023 |
UNVR
|
UNVR: Discontinuing Coverage of UNVR Shares
|
Chemicals |
Hold |
|
| 08.01.2023 |
ECL
|
ECL: Another Encouraging Quarter; Raising EPS and Target
|
Chemicals |
Hold |
|
| 08.01.2023 |
AXTA
|
AXTA: 2Q Light on ERP, FX Hits; Outlook Mixed
|
Chemicals |
Hold |
|
| 08.01.2023 |
HUN
|
HUN: Reducing Numbers as Trough Deepens
|
Chemicals |
Hold |
|
| 08.01.2023 |
ECL
|
ECL: Beats, Raises on Nice Margin Momentum
|
Chemicals |
Hold |
|
| 07.31.2023 |
HUN
|
HUN: 2Q Sales, Earnings Light; Guides 3Q Below Street
|
Chemicals |
Hold |
|
| 07.31.2023 |
EMN
|
EMN: De-stocking Pendulum Swings Further; Cutting Numbers
|
Chemicals |
Hold |
|
| 07.28.2023 |
OLN
|
OLN: Maintain Buy and PT, Despite Somewhat Deeper Trough
|
Chemicals |
Buy |
|
| 07.27.2023 |
EMN
|
EMN: Modest Beat in 2Q; Guides 2023E EPS Lower
|
Chemicals |
Hold |
|
| 07.27.2023 |
OLN
|
OLN: 2Q Earnings in Ballpark; Trims Outlook for 2023E
|
Chemicals |
Buy |
|
| 07.27.2023 |
LIN
|
LIN: Raising EPS and Target on Margin Momentum
|
Chemicals |
Buy |
|
| 07.27.2023 |
LIN
|
LIN: Beats, Raises on Margins Despite Softer Volume
|
Chemicals |
Buy |
|
| 07.26.2023 |
RPM
|
RPM: Turning the Corner? Raising F2024 EPS and Target
|
Chemicals |
Hold |
|
| 07.26.2023 |
RPM
|
RPM: Solid Finish to F2023 With Encouraging F2024 Outlook
|
Chemicals |
Hold |
|
| 07.26.2023 |
SHW
|
SHW: Raising EPS and Target on Nice One-Two Punch in 2Q
|
Chemicals |
Hold |
|
| 07.25.2023 |
DOW
|
DOW: Approaching a Trough; Reducing EPS, Adding $1 to PT
|
Chemicals |
Hold |
|
| 07.25.2023 |
SHW
|
SHW: Beats, Raises on Margin Strength, Solid SSS Growth
|
Chemicals |
Hold |
|
| 07.25.2023 |
DOW
|
DOW: Clears the Bar; Managing Costs and Expectations Well
|
Chemicals |
Hold |
|
| 07.21.2023 |
PPG
|
PPG: Raising EPS and PT; Right Mix, Right Time, Right Margins
|
Chemicals |
Hold |
|
| 07.20.2023 |
PPG
|
PPG: Autos and Aero Drive Beat and Raise
|
Chemicals |
Hold |
|
| 07.20.2023 |
ALB
|
ALB: New MARBL JV Update Reads Positive
|
Chemicals |
Buy |
|
| 07.20.2023 |
AXTA
|
AXTA: Initial Take on CFO Transition
|
Chemicals |
Hold |
|
| 07.18.2023 |
APD
|
Chemicals: Face-Off - LIN vs. APD
|
Chemicals |
N/A |
|
| 07.12.2023 |
APD
|
Chemicals: Chart of the Day - Earnings Downdraft Perspective
|
Chemicals |
Buy |
|
| 07.10.2023 |
FMC
|
FMC: Reducing Numbers on Broad, Severe De-stocking
|
Chemicals |
Hold |
|
| 07.07.2023 |
LIN
|
LIN: Hydrogen Highlights From Texas
|
Chemicals |
Buy |
|
| 07.05.2023 |
APD
|
Chemicals: 2Q23 Earnings Preview; Aftershock Alert
|
Chemicals |
N/A |
|
| 06.30.2023 |
CTVA
|
Chemicals: USDA Signals More Corn, Fewer Soybeans
|
Chemicals |
N/A |
|
| 06.27.2023 |
LIN
|
LIN: Expands Partnership With Wanhua
|
Chemicals |
Buy |
|
| 06.26.2023 |
CTVA
|
Chemicals: Crops Are Crispy; Recent Rains Welcome
|
Chemicals |
N/A |
|
| 06.26.2023 |
LTHM
|
LTHM: Lithium Metal Fire in NC Bears Monitoring
|
Chemicals |
Buy |
|
| 06.23.2023 |
LYB
|
LYB: CEO Meeting Highlights
|
Chemicals |
Hold |
|
| 06.21.2023 |
CTVA
|
Chemicals: Bayer Innovation Highlights and US Crop Update
|
Chemicals |
N/A |
|
| 06.09.2023 |
CE
|
CE: Moving to Hold from Buy; Risk-Reward More Symmetric
|
Chemicals |
Hold |
|
| 06.07.2023 |
EMN
|
EMN: Circular Inflection Is Nearly Upon Us Now
|
Chemicals |
Hold |
|
| 06.07.2023 |
OLN
|
OLN: Managing Through the Trough; No Green Shoots Yet
|
Chemicals |
Buy |
|
| 06.07.2023 |
LTHM
|
LTHM: Onward and Upward; Lithium Growth Prospects Intact
|
Chemicals |
Buy |
|
| 06.02.2023 |
CTVA
|
CTVA: PFAS Settlement Looks Positive
|
Chemicals |
Buy |
|
| 05.31.2023 |
LYB
|
LYB: Adjusting EPS as Refinery Operations Go to OT
|
Chemicals |
Hold |
|
| 05.30.2023 |
APD
|
Chemicals: Gulf Coast Host Notes
|
Chemicals |
N/A |
|
| 05.25.2023 |
APD
|
APD: Inks $1bn Acquisition in Uzbekistan
|
Chemicals |
Buy |
|
| 05.22.2023 |
CTVA
|
CTVA: Upgrade to Buy; Plan is Coming Together
|
Chemicals |
Buy |
|
| 05.17.2023 |
APD
|
Chemicals: Chart of the Day - HD Reads Weaker for Coatings and Construction
|
Chemicals |
Buy |
|
| 05.16.2023 |
APD
|
Chemicals: 1Q Review: The Comeback Trail Isn't Steep So Far
|
Chemicals |
N/A |
|
| 05.11.2023 |
CE
|
CE: Pulling Levers on the Cash Machine
|
Chemicals |
Buy |
|
| 05.10.2023 |
LTHM
|
LTHM: Initial Thoughts on MOE with Allkem
|
Chemicals |
Buy |
|
| 05.09.2023 |
CE
|
CE: 1Q Beat; Guides EPS Lower, Sharpens Focus on WC, FCF
|
Chemicals |
Buy |
|
| 05.09.2023 |
APD
|
APD: Affirm Buy; Raising EPS on Solid Volume, Price Trends
|
Chemicals |
Buy |
|
| 05.09.2023 |
APD
|
APD: Posts Solid F2Q, Guides F2023 EPS Up at Low End
|
Chemicals |
Buy |
|
| 05.08.2023 |
ALB
|
ALB: Affirm Buy; Right-Sizing Estimates Amidst Cyclical Shift
|
Chemicals |
Buy |
|
| 05.05.2023 |
HUN
|
HUN: Volumes Still Tough For Now; Trimming a Nickel
|
Chemicals |
Hold |
|
| 05.05.2023 |
HUN
|
HUN: Posts 1Q Upside; Guides 2Q EPS Below Street
|
Chemicals |
Hold |
|
| 05.05.2023 |
CTVA
|
CTVA: Now That's Pricing Power; Adding a Nickel to 2023E
|
Chemicals |
Hold |
|
| 05.04.2023 |
WLK
|
WLK: Cost, Mix Drive Margin Upgrade; Raising Estimates and PT
|
Chemicals |
Buy |
|
| 05.04.2023 |
FMC
|
FMC: Maintain Hold, Trim PT; Headwinds Could Persist in 2Q
|
Chemicals |
Hold |
|
| 05.04.2023 |
ECL
|
ECL: Adding a Nickel, Raising Target After Solid 1Q
|
Chemicals |
Hold |
|
| 05.04.2023 |
AXTA
|
AXTA: Maintain Estimates and Target After Solid 1Q
|
Chemicals |
Hold |
|
| 05.04.2023 |
ALB
|
ALB: Beats Big in 1Q But Guides '23 Lower On Lithium Prices
|
Chemicals |
Buy |
|
| 05.04.2023 |
AXTA
|
AXTA: Beats in 1Q; 2Q EPS Guide Solid Too Ex ERP Dynamic
|
Chemicals |
Hold |
|
| 05.04.2023 |
WLK
|
WLK: Margin Upside Drives Stronger Start to 2023
|
Chemicals |
Buy |
|
| 05.04.2023 |
LTHM
|
LTHM: EPS in Good Shape Despite Mixed Price Prospects
|
Chemicals |
Buy |
|
| 05.04.2023 |
CTVA
|
CTVA: Beat and Raise on Price, Margin Upside
|
Chemicals |
Hold |
|
| 05.02.2023 |
FMC
|
FMC: Beats, Raises a Bit; 2023 EPS Midpoint ~2% Below Street
|
Chemicals |
Hold |
|
| 05.02.2023 |
EMN
|
EMN: Nice Margin Mo' in 1Q; Adding a Nickel, Maintaining PT
|
Chemicals |
Hold |
|
| 05.02.2023 |
LYB
|
LYB: Climbing a Rocky Road; Raising Estimates and Target
|
Chemicals |
Hold |
|
| 04.28.2023 |
OLN
|
OLN: CAPV Up, Epoxy Down; Maintain Estimates and Target
|
Chemicals |
Buy |
|
| 04.28.2023 |
LYB
|
LYB: O&P, I&D Drive 1Q Beat; Op Rates Rising in 2Q
|
Chemicals |
Hold |
|
| 04.28.2023 |
EMN
|
EMN: Affirms 2023 EPS Range as Margins Drive 1Q Upside
|
Chemicals |
Hold |
|
| 04.27.2023 |
OLN
|
OLN: 2023 EBITDA On Track After Modest Beat in 1Q
|
Chemicals |
Buy |
|
