Deep Dives - Chemicals

Date Ticker Title Vertical Rating (at time of publication)
01.21.2022 PPG
  • PPG: Trimming Numbers; Six Silver Linings Bode Well for 2Q+
  • Chemicals Hold
    01.21.2022 ECL
  • ECL: Guides Lower for 4Q and 2022
  • Chemicals Hold
    01.20.2022 APD
  • Chemicals: ESG Report Card 2022; More Money Where the Mouth Is
  • Chemicals N/A
    01.18.2022 AXTA
  • AXTA: Not Out of the Woods Yet; Reducing Estimates
  • Chemicals Buy
    01.18.2022 SHW
  • SHW: Reducing Estimates on Omicron, Labor; Maintain Hold
  • Chemicals Hold
    01.18.2022 AIR-FR
  • Vertical Research Partners Top Picks - 2022 Update
  • Chemicals N/A
    01.12.2022 APD
  • Chemicals: Chart of the Day - Components of TSR
  • Chemicals Buy
    01.10.2022 APD
  • Chemicals: Chart of the Day - Week One Learnings
  • Chemicals Buy
    01.06.2022 RPM
  • RPM: Adding 5c to F2023E, Raising PT By $1 After Mixed F2Q
  • Chemicals Hold
    01.04.2022 APD
  • APD: Upgrade to Buy; Nice Growth at a Relative Discount
  • Chemicals Buy
    01.04.2022 PPG
  • PPG: Moving to Hold; Less Room for Error After Stock Run
  • Chemicals Hold
    01.04.2022 LTHM
  • LTHM: Upgrade to Buy as Stars Align for Lithium Earnings Surge
  • Chemicals Buy
    01.04.2022 APD
  • Chemicals: 2022 Outlook; Sailing Between Scylla and Charybdis
  • Chemicals N/A
    12.29.2021 HUN
  • HUN: Places Textiles Under Review, Realigns Comp Plan
  • Chemicals Buy
    12.17.2021 APD
  • Chemicals: Chart of the Day - What We See in 2023
  • Chemicals Hold
    12.15.2021 APD
  • Chemicals: Supply Chain and CapX Summit Takeaway: Stabilization
  • Chemicals N/A
    12.08.2021 EMN
  • EMN: Specialties Strengthening; Portfolio Increasingly Stable Too
  • Chemicals Buy
    12.03.2021 CE
  • CE: Raising Estimates on Closing of Santoprene Deal
  • Chemicals Buy
    12.02.2021 DOW
  • DOW: Trimming Estimates on PE Margin Erosion
  • Chemicals Hold
    12.01.2021 ECL
  • ECL: Raising Estimates Slightly as We Fold in Purolite
  • Chemicals Hold
    11.30.2021 APD
  • Chemicals: Chart of the Day - Pandemic Performance Retrospective
  • Chemicals Hold
    11.29.2021 WLK
  • WLK: Thumbs Up on Acquisition of Hexion's Epoxy Business
  • Chemicals Buy
    11.24.2021 RPM
  • RPM: Downshift to Hold from Buy
  • Chemicals Hold
    11.17.2021 UNVR
  • UNVR: Highlights Specialties as Driver of Growth, Margins
  • Chemicals Buy
    11.16.2021 APD
  • Chemicals: How Energy Evolution Is Reshaping Chemicals
  • Chemicals N/A
    11.10.2021 HUN
  • HUN: Publishes Three Chapter Playbook at Investor Day
  • Chemicals Buy
    11.08.2021 ALB
  • ALB: Raising EPS, PT; Keeping Up With Demand is a Challenge
  • Chemicals Hold
    11.05.2021 LTHM
  • LTHM: Choppy 3Q But Growth Foundation Still Strong
  • Chemicals Hold
    11.05.2021 APD
  • APD: Trimming EPS on Project, Energy Angles
  • Chemicals Hold
    11.04.2021 CTVA
  • CTVA: Momentum Looks Good Into 2022; Raising Numbers
  • Chemicals Buy
    11.04.2021 APD
  • APD: Modest Beat in F4Q; Guides 2022E 3-4% Below Street
  • Chemicals Hold
    11.03.2021 CTVA
  • CTVA: Beats and Bumps 2021 EPS By 5c; FCF Looks Up Big
  • Chemicals Buy
    11.03.2021 ALB
  • ALB: Nice EPS Beat as Lithium Accelerates
  • Chemicals Hold
    11.03.2021 FMC
  • FMC: Turning the Corner? Raising Numbers on Encouraging 3Q
  • Chemicals Hold
    11.03.2021 UNVR
  • UNVR: Interesting Inflections; Raising EPS and Target
  • Chemicals Buy
    11.02.2021 FMC
  • FMC: Beats and Raises a Nickel; 4Q EPS Range Curiously Wide
  • Chemicals Hold
    11.02.2021 WLK
  • WLK: Vinyls Good Outweighs Olefins Bad; Raising Numbers
  • Chemicals Buy
    11.02.2021 WLK
  • WLK: Vinyls Drive 3Q Upside With M&A Momentum Into 4Q
  • Chemicals Buy
    11.01.2021 UNVR
  • UNVR: Beats and Raises With New Repurchase Authorization
  • Chemicals Buy
    11.01.2021 EMN
  • EMN: Portfolio Progress Bodes Well for Margins, Multiple
  • Chemicals Buy
    11.01.2021 LYB
  • LYB: The End of An Era in More Ways Than One
  • Chemicals Buy
    10.29.2021 HUN
  • HUN: Affirm Buy; Lots and Lots of Catalysts
  • Chemicals Buy
    10.29.2021 LYB
  • LYB: 3Q Miss on Tax, Margin Pressure; CFFO Stronger
  • Chemicals Buy
    10.29.2021 HUN
  • HUN: Solid 3Q With Nice Glide Path Into 4Q
  • Chemicals Buy
    10.28.2021 ECL
  • ECL: $3.7bn Purolite Deal Biggest Acquisition in a Decade
  • Chemicals Hold
    10.28.2021 EMN
  • EMN: Mixed Bag in 2H; Guides Above Street for 2022 Though
  • Chemicals Buy
    10.28.2021 LIN
  • LIN: Raising EPS on Jump in Backlog; Energy at Center Stage
  • Chemicals Buy
    10.28.2021 APD
  • APD: Jazan is Closed....Mostly
  • Chemicals Hold
    10.28.2021 LIN
  • LIN: Strong Top Line Drives Beat and Raise
  • Chemicals Buy
    10.27.2021 ECL
  • ECL: EPS Tracking A Bit Better on Institutional, Ida Angles
  • Chemicals Hold
    10.27.2021 SHW
  • SHW: Controllables Tracking Well; Bumping EPS, PT
  • Chemicals Hold
    10.26.2021 AXTA
  • AXTA: Adding a Nickel on Upside in Performance Coatings
  • Chemicals Buy
    10.26.2021 ECL
  • ECL: Nice Result in 3Q; 4Q Outlook Appears Mixed
  • Chemicals Hold
    10.26.2021 SHW
  • SHW: EPS Near the Mark as Margin Pressure Persists
  • Chemicals Hold
    10.25.2021 AXTA
  • AXTA: Performance Coatings Drives Moderate Beat in 3Q
  • Chemicals Buy
    10.25.2021 OLN
  • OLN: Plan is Coming Together Nicely; Raising EPS, Target
  • Chemicals Buy
    10.22.2021 CE
  • CE: Upgrade of Acetyls Outlook Supports Higher EPS, Target
  • Chemicals Buy
    10.22.2021 DOW
  • DOW: Two Out of Three Ain't Bad; Raising Estimates
  • Chemicals Hold
    10.21.2021 CE
  • CE: 3Q Good Thanks to Acetyls; 4Q Looks Much Better
  • Chemicals Buy
    10.21.2021 OLN
  • OLN: Earnings and Cash Flow Up Big; Capacity Down (Again)
  • Chemicals Buy
    10.21.2021 PPG
  • PPG: Could 4Q Be Max Margin Pain? Outlook Decent in 2022+
  • Chemicals Buy
    10.21.2021 DOW
  • DOW: Solid 3Q as Strong Pricing Fuels Upside to Sales, Margin
  • Chemicals Hold
    10.20.2021 PPG
  • PPG: Clears Lower Bar; 4Q Looks Softer Though
  • Chemicals Buy
    10.19.2021 CTVA
  • Chemicals: Bayer Ag Update; Reinventing Corn and Digital Too
  • Chemicals N/A
    10.18.2021 APD
  • Chemicals: Chart of the Day - Factors of Production
  • Chemicals Hold
    10.14.2021 APD
  • APD: Blue-isiana; APD Unveils $4.5bn Blue H2 Project in LA
  • Chemicals Hold
    10.13.2021 APD
  • Chemicals: Earnings Preview; State of Flux
  • Chemicals N/A
    10.08.2021 RPM
  • RPM: Nearing Inflection as Price Push Persists
  • Chemicals Buy
    10.07.2021 DOW
  • DOW: Growing Greener; Investor Day Highlights
  • Chemicals Hold
    10.06.2021 RPM
  • RPM: Solid F1Q ex Consumer; Lower Guide Not a Shocker
  • Chemicals Buy
    10.05.2021 APD
  • Chemicals: China's Energy Crunch; Initial Thoughts for Chemicals
  • Chemicals N/A
    09.27.2021 ECL
  • ECL: Initiating at Hold; Too Many Bullets to Dodge
  • Chemicals Hold
    09.22.2021 GRA
  • GRA: Discontinuing Coverage of GRA Shares
  • Chemicals Hold
    09.16.2021 PPG
  • PPG: Industrial Growth Inflection; Margins to Follow
  • Chemicals Buy
    09.14.2021 APD
  • Chemicals: Chart of the Day - Restarts Galore, But Chronic Supply Pain Lingers
  • Chemicals Hold
    09.13.2021 ALB
  • ALB: Well Positioned For Second Lithium Cycle
  • Chemicals Hold
    09.08.2021 APD
  • Chemicals: Cutting Coatings Estimates on Raw Materials and Autos
  • Chemicals N/A
    09.07.2021 APD
  • Chemicals: Back to School Guide, 2021 Edition
  • Chemicals N/A
    09.01.2021 APD
  • Chemicals: Chart of the Day - Ida Impact Now
  • Chemicals Hold
    08.30.2021 APD
  • Chemicals: Ida Likely to Extend Commodity Chemical Inflation Wave
  • Chemicals N/A
    08.27.2021 APD
  • Chemicals: Chemical Stocks Pop as Ida Heads Toward the US Gulf
  • Chemicals N/A
    08.26.2021 CE
  • Chemicals: Petrochemicals Inflection is Upon Us; CDI Call Notes
  • Chemicals N/A
    08.25.2021 LYB
  • LYB: CEO Patel Retirement Comes as a Surprise
  • Chemicals Buy
    08.17.2021 CTVA
  • Chemicals: Chart of the Day - Parsing Crop Protection Chemical Trends
  • Chemicals Buy
    08.16.2021 APD
  • Chemicals: Chlor-Alkali Rate Higher, But Production Pinch Persists
  • Chemicals N/A
    08.09.2021 APD
  • APD: Trimming a Nickel, Reducing PT; Light on Leverage
  • Chemicals Hold
    08.09.2021 APD
  • APD: Tracking Just Under the Bar in F3Q and the Year
  • Chemicals Hold
    08.09.2021 LTHM
  • LTHM: Upgrade to Hold; Lots of Lithium Momentum
  • Chemicals Hold
    08.06.2021 CTVA
  • CTVA: Affirm Buy as Volume, Price, and FX Overpower Inflation
  • Chemicals Buy
    08.06.2021 ALB
  • ALB: Lithium Momentum Looking Good; Raising Numbers
  • Chemicals Hold
    08.05.2021 CTVA
  • CTVA: Stronger Seed Earnings Drive Beat and Raise
  • Chemicals Buy
    08.05.2021 FMC
  • FMC: Reducing Numbers on Price-Cost Squeeze
  • Chemicals Hold
    08.05.2021 UNVR
  • UNVR: Raising EPS; Focus on Earnings, Not Margins
  • Chemicals Buy
    08.04.2021 ALB
  • ALB: Posts Modest Beat; Guides EPS Up Yet Below Street
  • Chemicals Hold
    08.03.2021 WLK
  • WLK: 2021 Will Be a Fine Vintage Indeed
  • Chemicals Buy
    08.03.2021 FMC
  • FMC: Guides EPS and FCF Lower After Modest Beat in 2Q
  • Chemicals Hold
    08.03.2021 EMN
  • EMN: Chemical Intermediates Drives 2021 Earnings, CF Higher
  • Chemicals Buy
    08.03.2021 WLK
  • WLK: Beats in 2Q; Lots of Deleveraging to Fund M&A Wave
  • Chemicals Buy
    08.02.2021 EMN
  • EMN: Beats and Guides 2021 EPS and FCF Higher
  • Chemicals Buy
    08.02.2021 UNVR
  • UNVR: Beats and Guides EBITDA Above Street
  • Chemicals Buy
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