Deep Dives - Chemicals

Date Ticker Title Vertical Rating (at time of publication)
11.17.2020 FMC
  • FMC: Affirm Buy; R&D Engine Revving at Higher RPM
  • Chemicals Buy
    11.16.2020 APD
  • Chemicals: Global Chlorine Chain Continues to Tighten
  • Chemicals N/A
    11.11.2020 APD
  • APD: Project Pains Portend Profit Pressure
  • Chemicals Hold
    11.11.2020 LIN
  • LIN: Margins and APAC Drive Numbers Higher
  • Chemicals Hold
    11.11.2020 APD
  • APD: EPS Missed Slightly as Margin Dipped Despite Solid Sales
  • Chemicals Hold
    11.10.2020 DOW
  • DOW: Trimming Estimates on PE Resin and NCI
  • Chemicals Hold
    11.09.2020 GRA
  • GRA: Grace in Play; Initial Thoughts on $60 Cash Takeout Offer
  • Chemicals Buy
    11.09.2020 ALB
  • ALB: Moving to Hold; Positives Likely Priced In Now
  • Chemicals Hold
    11.09.2020 LTHM
  • LTHM: Back to Sell; Stock Now Ahead of Earnings Prospects
  • Chemicals Sell
    11.06.2020 OLN
  • OLN: New Sherriff in Town
  • Chemicals Hold
    11.06.2020 CTVA
  • CTVA: Steady as She Goes; Thesis on Track
  • Chemicals Buy
    11.05.2020 UNVR
  • UNVR: Tracking Well as S-22 Unfolds
  • Chemicals Buy
    11.05.2020 LIN
  • LIN: Beat and Raise on Decent Sales, Superior Margins
  • Chemicals Hold
    11.04.2020 CTVA
  • CTVA: Tracking in Line; CPC Stronger than Seeds in 3Q
  • Chemicals Buy
    11.04.2020 OLN
  • OLN: Corrected: 3Q Beats on CAV and Epoxy
  • Chemicals Hold
    11.04.2020 ALB
  • ALB: Broad-Based Upside Drives Beat and Raise
  • Chemicals Buy
    11.04.2020 UNVR
  • UNVR: Beat and Raise on Margin Upside in US, EMEA, and LatAm
  • Chemicals Buy
    11.03.2020 FMC
  • FMC: Raising Estimates as Sales, Costs Propel Margin Expansion
  • Chemicals Buy
    11.03.2020 WLK
  • WLK: Lots of Moving Parts; Earnings Tension Looks Flat-to-Up
  • Chemicals Buy
    11.03.2020 WLK
  • WLK: Vinyls, Tax Drive 3Q Upside Despite Laura
  • Chemicals Buy
    11.02.2020 FMC
  • FMC: Margin Upside Drives Beat and Raise
  • Chemicals Buy
    11.02.2020 APD
  • Chemicals : Chart of the Day - Halftime Scorecard
  • Chemicals Hold
    11.02.2020 LYB
  • LYB: Trimming a Bit on Refining; Still a Bargain on 2021E
  • Chemicals Buy
    10.30.2020 EMN
  • EMN: Raising Numbers on Volume Rebound and Mix Upgrade
  • Chemicals Buy
    10.30.2020 LYB
  • LYB: Petrochemicals and Tax Aid 3Q; Refining Remains Weak
  • Chemicals Buy
    10.29.2020 EMN
  • EMN: Specialties and CI Drive 3Q Upside; 4Q Looks in Line
  • Chemicals Buy
    10.29.2020 HUN
  • HUN: Riding MDI Higher While Building HBS
  • Chemicals Hold
    10.29.2020 HUN
  • HUN: PU Strength Drives Nice Upside in 3Q
  • Chemicals Hold
    10.28.2020 GRA
  • GRA: Catalyst Markets Still Challenging; Trimming Numbers
  • Chemicals Buy
    10.28.2020 GRA
  • GRA: MT Drives Modest Upside; 2020E Looks In Line Overall
  • Chemicals Buy
    10.27.2020 SHW
  • SHW: Raising Numbers on Positive Results, Guide, and Tone
  • Chemicals Hold
    10.27.2020 SHW
  • SHW: Beat and Raise on Sales and Margin Upside
  • Chemicals Hold
    10.27.2020 CE
  • CE: Moving to Hold; Risk-Reward Balanced After Solid 3Q
  • Chemicals Hold
    10.25.2020 CE
  • CE: EM, Acetyls Drive 3Q Upside; Guide More Conservative
  • Chemicals Buy
    10.23.2020 AXTA
  • AXTA: Good Enough Indeed; Raising Estimates and PT
  • Chemicals Buy
    10.22.2020 DOW
  • DOW: Recovery Nice and Steep; Raising Numbers
  • Chemicals Hold
    10.22.2020 DOW
  • DOW: PE and PU Drive Nice Upside in 3Q
  • Chemicals Hold
    10.21.2020 AXTA
  • AXTA: Beat and Raise; Sales Good, Margins Better in 3Q
  • Chemicals Buy
    10.20.2020 PPG
  • PPG: Margin Glass Looks Half Full on V-Shaped Rebound
  • Chemicals Hold
    10.19.2020 PPG
  • PPG: Nice Momentum on Margins, De-Leveraging in 3Q
  • Chemicals Hold
    10.19.2020 DOW
  • Chemicals: Chart of the Day - Wave Two Ethylene Cracker Delay
  • Chemicals Hold
    10.16.2020 DOW
  • Chemicals: Supply Constraints Intensify in CAV
  • Chemicals N/A
    10.16.2020 GRA
  • GRA: Affirm Buy on Event-Driven Optionality
  • Chemicals Buy
    10.16.2020 CTVA
  • CTVA: Raising Price Target as Activist Emerges
  • Chemicals Buy
    10.12.2020 DOW
  • Chemicals: Chart of the Day - FM Radio
  • Chemicals N/A
    10.08.2020 PPG
  • PPG: Coatings Comeback Continues; Raising Numbers
  • Chemicals Hold
    10.07.2020 RPM
  • RPM: Consumer Upside Drives Our Numbers Higher
  • Chemicals Hold
    10.07.2020 RPM
  • RPM: Consumer Bonanza Drives Impressive Upside in F1Q
  • Chemicals Hold
    10.06.2020 APD
  • Chemicals: Earnings Preview; The Comeback Trail
  • Chemicals N/A
    10.02.2020 APD
  • Chemicals: Chart of the Day - US Election Angles
  • Chemicals Hold
    09.30.2020 SHW
  • SHW: Investor Day; Onward and Upward
  • Chemicals Hold
    09.29.2020 ALB
  • ALB: Upgrade to Buy; Another Bite at the Apple
  • Chemicals Buy
    09.24.2020 SHW
  • SHW: Investor Day Preview; All Systems Go
  • Chemicals Hold
    09.21.2020 APD
  • Chemicals: PVC Rips As Operating Rates Remain Depressed
  • Chemicals N/A
    09.17.2020 APD
  • Chemicals: Chart of the Day - COTC Investment Now $200bn+
  • Chemicals Hold
    09.17.2020 APD
  • Chemicals: Eth-Gain or Eth-Pain? An Update on Ethane Feedstock
  • Chemicals N/A
    09.14.2020 DOW
  • DOW: Sheds More Non-Core Via Second Infrastructure Deal
  • Chemicals Hold
    09.11.2020 APD
  • Chemicals: Chart of the Day - Ocean Freight Spike
  • Chemicals Hold
    09.09.2020 HUN
  • HUN: Raising Numbers on Rebound in Polyurethanes
  • Chemicals Hold
    09.08.2020 APD
  • Chemicals: Back to School Guide
  • Chemicals N/A
    08.31.2020 APD
  • Chemicals: Positive Pricing Persists in Laura's Wake
  • Chemicals N/A
    08.24.2020 APD
  • Chemicals: PE Price Momentum Could Continue as Storms Approach
  • Chemicals N/A
    08.17.2020 CTVA
  • CTVA: Strategy Pillars: Enlist, Qrome, Brevant, New CPCs, Costs
  • Chemicals Buy
    08.17.2020 LYB
  • LYB: Upgrade to Buy; Paid to Wait With Positive Catalysts
  • Chemicals Buy
    08.10.2020 WLK
  • WLK: Affirm Buy; Maintain 2020E and Target After Decent 2Q
  • Chemicals Buy
    08.10.2020 OLN
  • OLN: Trough Looks a Bit Deeper; Trimming Numbers Exiting 2Q
  • Chemicals Hold
    08.09.2020 LTHM
  • LTHM: Trimming Another Nickel; Lithium Supply Length Persists
  • Chemicals Hold
    08.09.2020 ALB
  • ALB: Lithium in Low Gear...For Now; Trimming EPS
  • Chemicals Hold
    08.07.2020 UNVR
  • UNVR: Affirm Top Pick; Raising PT Following Strong 2Q Results
  • Chemicals Buy
    08.06.2020 UNVR
  • UNVR: Margin Propels Upside; New "S22" Plan to Drive Next Leg
  • Chemicals Buy
    08.06.2020 CTVA
  • CTVA: Maintain EPS After Choppy 2Q
  • Chemicals Buy
    08.06.2020 CTVA
  • CTVA: 2Q Reveals Mixed Trends; Guides Lower on FX
  • Chemicals Buy
    08.06.2020 WLK
  • WLK: Pretty Decent 2Q Given Tough Market Conditions
  • Chemicals Buy
    08.05.2020 ALB
  • ALB: 2Q EPS Strong; 3Q Guide Mixed With Lithium Down Q-Q
  • Chemicals Hold
    08.05.2020 OLN
  • OLN: Net Debt Nears 6x After 2Q Miss
  • Chemicals Hold
    08.05.2020 FMC
  • FMC: Margin Party On; Raising EPS and Target
  • Chemicals Buy
    08.05.2020 FMC
  • FMC: Beat a Bit, Raise a Bit; Superior Margin Drives Upside
  • Chemicals Buy
    08.04.2020 EMN
  • EMN: Good Riddance to 2Q; 2H Better Aided By Strong FCF
  • Chemicals Buy
    08.03.2020 EMN
  • EMN: CF Tracking Better Than EPS; Restructuring Ramping
  • Chemicals Buy
    08.03.2020 AXTA
  • AXTA: Maintain Buy, Raise PT as Steady Recovery Continues
  • Chemicals Buy
    08.02.2020 LIN
  • LIN: Cooking with Gas in 2Q; Raising EPS and Target
  • Chemicals Hold
    07.31.2020 LYB
  • LYB: Reducing EPS on Deeper Hole in 2Q; 3Q Looks Better
  • Chemicals Hold
    07.31.2020 LYB
  • LYB: Mixed Bag in 2Q; CF Looks Better than EBITDA
  • Chemicals Hold
    07.30.2020 GRA
  • GRA: Emerging From the Woods; Raising Target
  • Chemicals Buy
    07.30.2020 LIN
  • LIN: Impressive Beat and Raise as 2Q EPS Grew a Penny Q-Q
  • Chemicals Hold
    07.30.2020 GRA
  • GRA: 2Q EPS Beat Plus Some Progress on FCF, Balance Sheet
  • Chemicals Buy
    07.29.2020 CE
  • CE: Value with a Catalyst...or Several
  • Chemicals Buy
    07.29.2020 SHW
  • SHW: Mixing it Up; Raising Numbers on Superior Mix, Margins
  • Chemicals Hold
    07.29.2020 AXTA
  • AXTA: 2Q Miss; New Restructuring in the Works
  • Chemicals Buy
    07.28.2020 CE
  • CE: Acetyls Drive 2Q Beat; EM to Catch Up in 2H20
  • Chemicals Buy
    07.28.2020 HUN
  • HUN: Affirm Hold; Raising PT by $1 on Decent 2Q
  • Chemicals Hold
    07.28.2020 SHW
  • SHW: Monster Margins Fuel Impressive Beat and Raise
  • Chemicals Hold
    07.28.2020 HUN
  • HUN: PU and AM Propel Modest Upside in 2Q20
  • Chemicals Hold
    07.27.2020 RPM
  • RPM: Powering Through Pandemic; Raising Estimates and PT
  • Chemicals Hold
    07.27.2020 RPM
  • RPM: Beats and Raises; F1Q Comments Read Positive
  • Chemicals Hold
    07.24.2020 APD
  • APD: Price/Margin Superb; Trimming on Volume Trajectory
  • Chemicals Hold
    07.23.2020 DOW
  • DOW: Par on Second Hole? Raising PT With Mixed EPS Revisions
  • Chemicals Hold
    07.23.2020 APD
  • APD: F3Q20 EPS Beat by a Bit on Solid Price, Margins
  • Chemicals Hold
    07.23.2020 DOW
  • DOW: 2Q EPS Essentially In Line; New Restructuring on the Way
  • Chemicals Hold
    07.22.2020 APD
  • Chemicals: Chart of the Day - 2Q20 Volume Trends
  • Chemicals Hold
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