Deep Dives - Chemicals

Date Ticker Title Vertical Rating (at time of publication)
12.06.2019 HUN
  • HUN: Déjà vu; Spray Foam Deal Two
  • Chemicals Buy
    11.26.2019 APD
  • Chemicals: Oil Refineries: Chemical Plants of the Future
  • Chemicals N/A
    11.15.2019 APD
  • Chemicals: A Global Growth Juggernaut: SABIC + Aramco
  • Chemicals N/A
    11.13.2019 LIN
  • LIN: Raising Numbers on Margin Strength
  • Chemicals Hold
    11.12.2019 LIN
  • LIN: Impressive Margins Drive Beat and Raise
  • Chemicals Hold
    11.08.2019 ALB
  • ALB: A Day of Reckoning; Cutting Estimates on Lithium Price
  • Chemicals Buy
    11.07.2019 APD
  • APD: An Amicable Divorce? Price, Projects Propel Profit, Not IP
  • Chemicals Hold
    11.07.2019 APD
  • APD: Margin Drives EBITDA Upside; Guides F2020 Above Street
  • Chemicals Hold
    11.06.2019 ALB
  • ALB: 2020 is Shaping Up to Be a Transition Year
  • Chemicals Buy
    11.06.2019 LTHM
  • LTHM: Earnings Stalemate; Affirm Hold as Lithium Market Settles
  • Chemicals Hold
    11.06.2019 LTHM
  • LTHM: Guides Lower After 3Q In Line; Inks New MOU With LG
  • Chemicals Hold
    11.06.2019 WLK
  • WLK: Cost Relief Drives 3Q Upside; Raising Target
  • Chemicals Hold
    11.05.2019 UNVR
  • UNVR: Affirm Buy; 3Q Results Suggest Thesis Intact
  • Chemicals Buy
    11.05.2019 WLK
  • WLK: Vinyls Drives 3Q Earnings Upside
  • Chemicals Hold
    11.05.2019 UNVR
  • UNVR: 3Q in Line; Guides 4Q Lower But We're Nearly There
  • Chemicals Buy
    11.04.2019 LYB
  • LYB: Weathering the (Supply) Storm Well
  • Chemicals Hold
    11.04.2019 OLN
  • OLN: Tough for Now But Catalyst Rich Starting 4Q20
  • Chemicals Buy
    11.01.2019 LYB
  • LYB: 3Q Nearly In Line Thanks to O&P Americas Strength
  • Chemicals Hold
    10.31.2019 OLN
  • OLN: Guides EBITDA Down Sharply After Decent 3Q
  • Chemicals Buy
    10.31.2019 WLK
  • WLK: Exercise is Good For You...and Westlake
  • Chemicals Hold
    10.30.2019 FMC
  • FMC: Don't Look Now But...
  • Chemicals Buy
    10.29.2019 FMC
  • FMC: Beat and Raise; Sales and Margins Both in Gear
  • Chemicals Buy
    10.29.2019 APD
  • APD: Jazan Project Grows with Positive Implications for EPS
  • Chemicals Hold
    10.28.2019 AXTA
  • AXTA: Elephant Still In Room; Looks Pretty Good Otherwise
  • Chemicals Hold
    10.28.2019 HUN
  • HUN: Time for Another Haircut; Thesis Intact Though
  • Chemicals Buy
    10.25.2019 EMN
  • EMN: Medicine Makes You Better?
  • Chemicals Buy
    10.25.2019 HUN
  • HUN: 3Q Light Across the Board; Pressure Extends to 4Q
  • Chemicals Buy
    10.25.2019 EMN
  • EMN: Guides 2019 EPS Lower; 3Q Light, 4Q Lighter
  • Chemicals Buy
    10.24.2019 GRA
  • GRA: Managing Well Through Adversity
  • Chemicals Buy
    10.24.2019 DOW
  • DOW: Raising Numbers; Earnings, CF Looking Up
  • Chemicals Hold
    10.24.2019 DOW
  • DOW: Beats on Plastics and Cost Management
  • Chemicals Hold
    10.23.2019 SHW
  • SHW: Hiking Numbers on Impressive Quarter All Around
  • Chemicals Hold
    10.22.2019 CE
  • CE: Trimming Numbers; Face-Up Cards Look Tougher
  • Chemicals Hold
    10.22.2019 SHW
  • SHW: Beats on Store Strength in TAG, Margin Upside
  • Chemicals Hold
    10.21.2019 CE
  • CE: 3Q EBIT Light; Guides 2019 EPS Lower on Plant Outage
  • Chemicals Hold
    10.17.2019 PPG
  • PPG: EPS in a Holding Pattern, But Margins Look Better
  • Chemicals Hold
    10.17.2019 PPG
  • PPG: Price, Margin, Tax Drive 3Q Upside; 4Q Looks Softer
  • Chemicals Hold
    10.15.2019 APD
  • Chemicals: The Idio Guide to Chemicals
  • Chemicals N/A
    10.08.2019 APD
  • Chemicals: Earnings Preview; Sunset of the Cycle?
  • Chemicals N/A
    10.03.2019 RPM
  • RPM: Upgrading One Notch; Adding a Nickel to F2020 EPS
  • Chemicals Hold
    10.02.2019 RPM
  • RPM: Restructuring Drives F1Q Beat; Affirms F2020 EPS
  • Chemicals Sell
    09.30.2019 HUN
  • HUN: Portfolio Evolution Continues; Affirm Buy
  • Chemicals Buy
    09.24.2019 LYB
  • LYB: Back to the Future? Investor Day Highlights FCF Prospects
  • Chemicals Hold
    09.19.2019 APD
  • Chemicals: Chart of the Day - Petrochemical Spike Could be Short-Lived
  • Chemicals Hold
    09.18.2019 PWR
  • Vertical Research Partners Top Picks - Remainder of 2019 Update
  • Chemicals N/A
    09.16.2019 APD
  • Chemicals: Oil Shock - Initial Thoughts
  • Chemicals N/A
    09.16.2019 ALB
  • ALB: Management Meeting Highlights ST vs LT Contrast
  • Chemicals Buy
    09.10.2019 ALB
  • Chemicals: Lithium Update from SQM; Full Speed Ahead on Capacity
  • Chemicals N/A
    09.10.2019 LIN
  • LIN: Steady as She Goes; MOE Tracking Well Thus Far
  • Chemicals Hold
    09.06.2019 LYB
  • LYB: Hedges Bets With New JV Deal in China
  • Chemicals Hold
    09.04.2019 APD
  • Chemicals: Where Risk Resides
  • Chemicals N/A
    08.28.2019 WLK
  • Chemicals: Geopolitics Hit FX; A Midsummer Night's Bad Dream?
  • Chemicals N/A
    08.20.2019 APD
  • Chemicals: Dividend Securities
  • Chemicals N/A
    08.08.2019 ALB
  • ALB: Refocuses on FCF With Downshift in Capex
  • Chemicals Buy
    08.08.2019 HUN
  • HUN: Large Divestiture Unlocks Value
  • Chemicals Buy
    08.07.2019 LTHM
  • LTHM: Lights at the End of Tunnel?
  • Chemicals Hold
    08.06.2019 WLK
  • WLK: Searching for a Bottom
  • Chemicals Hold
    08.06.2019 LIN
  • LIN: Impressive 2Q Drives Our Numbers Higher
  • Chemicals Hold
    08.05.2019 UNVR
  • UNVR: Affirm Buy; Optically Risky Yet Fundamentally Less So
  • Chemicals Buy
    08.02.2019 LYB
  • LYB: Trimming on Refinery and APS; O&P Tracking as Expected
  • Chemicals Hold
    08.01.2019 OLN
  • OLN: Trimming Estimates; If It's Not One Thing...
  • Chemicals Buy
    07.31.2019 FMC
  • FMC: The Case for a Longer Growth Runway
  • Chemicals Buy
    07.30.2019 HUN
  • HUN: Affirm Buy; Bouncing Along the Bottom Now?
  • Chemicals Buy
    07.29.2019 AXTA
  • AXTA: Pricing in Higher Gear as Strategic Review Proceeds
  • Chemicals Hold
    07.28.2019 APD
  • APD: Bucking the Trend in Asia; Raising Estimates and PT
  • Chemicals Hold
    07.26.2019 EMN
  • EMN: Trimming Numbers; In the Crosshairs of Geopolitics
  • Chemicals Buy
    07.25.2019 DOW
  • DOW: Cutting EPS Again; Cash Actions Reinforce Dividend Floor
  • Chemicals Hold
    07.24.2019 CE
  • CE: Mix in Flux as Commodities Outshine Specialties for Now
  • Chemicals Hold
    07.22.2019 RPM
  • RPM: Consumer Back on Track as Transformation Continues
  • Chemicals Sell
    07.19.2019 PPG
  • PPG: Bad Will Be Good Soon...
  • Chemicals Hold
    07.15.2019 APD
  • Chemicals: Earnings Preview; Still Searching for a Bottom
  • Chemicals N/A
    07.10.2019 CE
  • CE: New CEO Out of Blocks Well; Running to Transformation?
  • Chemicals Hold
    07.02.2019 CE
  • CE: Downgrade to Hold on Challenges in Acetyls and EM
  • Chemicals Hold
    07.01.2019 APD
  • Chemicals: Polymer Price Pressure Persists
  • Chemicals N/A
    06.26.2019 LYB
  • LYB: Fine Tuning For Fundamentals and Financial Engineering
  • Chemicals Hold
    06.21.2019 APD
  • Chemicals: Materials Conference Highlights - Chemicals
  • Chemicals N/A
    06.19.2019 AXTA
  • AXTA: Still for Sale? Initiates Review of Strategic Alternatives
  • Chemicals Hold
    06.10.2019 LYB
  • LYB: Going Dutch; Timing Looks Right for $3bn Tender
  • Chemicals Hold
    06.05.2019 PPG
  • PPG: Aerospace Deep Dive Plus Bomber Run
  • Chemicals Hold
    05.31.2019 APD
  • Chemicals: Chart of the Day - Mexico in the Crosshairs
  • Chemicals Hold
    05.16.2019 HUN
  • HUN: MDI Price Hike on the Table; Other Lines Look Steady
  • Chemicals Buy
    05.09.2019 LTHM
  • LTHM: Moving to Hold as Hydroxide Thesis is Compromised
  • Chemicals Hold
    04.25.2019 APD
  • APD: Downgrading to Hold on Strength, Valuation
  • Chemicals Hold
    04.18.2019 DWDP
  • DWDP: Sharpening Pencil on 1Q to Reflect Corteva Timing
  • Chemicals Buy
    04.15.2019 APD
  • Chemicals: Earnings Preview; Running Uphill Against the Clock
  • Chemicals N/A
    04.11.2019 TROX
  • TROX: Cristal Closed; Cash to Come
  • Chemicals Buy
    04.04.2019 RPM
  • RPM: Spring is in the Air and in Consumer's Step
  • Chemicals Sell
    04.02.2019 LIN
  • LIN: Raising PT; Tonnage Strategies Support Industry Returns
  • Chemicals Hold
    04.01.2019 DWDP
  • DWDP: Resetting Target to Reflect DOW Spin-Off
  • Chemicals Buy
    04.01.2019 DOW
  • DOW: Initiating at Hold; Nice Yield Vehicle in Middle Gear
  • Chemicals Hold
    03.27.2019 WLK
  • WLK: First Drop in 18 Months at Double the C-Corp Multiple
  • Chemicals Hold
    03.25.2019 WLK
  • WLK: CFO Meeting Spotlights Cycle, Mix, Growth and an Option
  • Chemicals Hold
    03.21.2019 APD
  • Chemicals: Not So Super After All?
  • Chemicals N/A
    03.19.2019 TROX
  • TROX: Cristal Merger Moves to Commissioner Review
  • Chemicals Buy
    03.18.2019 HUN
  • HUN: Still Searching for Bottom; Reducing Numbers Accordingly
  • Chemicals Buy
    03.15.2019 DWDP
  • DWDP: CEO Meeting Update on Portfolio and Operations
  • Chemicals Buy
    03.11.2019 APD
  • Chemicals: Commodity Chemical Calculus; Swimming in Inventory
  • Chemicals N/A
    03.08.2019 APD
  • Chemicals: Top Picks Change; Swapping CC for LTHM
  • Chemicals N/A
    03.01.2019 FMC
  • FMC: Resetting Target to Reflect Livent Spin-Off
  • Chemicals Buy
    02.26.2019 DWDP
  • DWDP: Spin Class Two; New Dow Features Cash Flow and Yield
  • Chemicals Buy
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