| 07.07.2020 |
APD
|
APD: Going Green via a New $5bn H2/NH3 JV in Saudi
|
Chemicals |
Hold |
|
| 07.06.2020 |
OLN
|
Chemicals: Earnings Preview: Smoother Sailing or Eye of the Storm?
|
Chemicals |
N/A |
|
| 06.30.2020 |
CTVA
|
Chemicals / Agriculture: Corn Price Surges as USDA Now Projects Far Fewer Acres
|
Chemicals |
N/A |
|
| 06.29.2020 |
APD
|
Chemicals: Initial Thoughts on BP's $5bn Petrochemicals Divestiture
|
Chemicals |
N/A |
|
| 06.24.2020 |
APD
|
Chemicals: Constructive on Construction...Tactically That Is
|
Chemicals |
N/A |
|
| 06.22.2020 |
WLK
|
WLK: Resin Price Inflection is Here; Affirm Buy
|
Chemicals |
Buy |
|
| 06.17.2020 |
SHW
|
SHW: CFO Meeting Highlights; Controllables Look Good
|
Chemicals |
Hold |
|
| 06.16.2020 |
CTVA
|
CTVA: Upgrade to Buy; Near-Term Positives, Long-Term Growth
|
Chemicals |
Buy |
|
| 06.11.2020 |
APD
|
Chemicals, EE/MI and Flow Control: Chemicals Capex Cuts and Impacts for Suppliers
|
Chemicals |
N/A |
|
| 06.08.2020 |
PPG
|
PPG: New Restructuring Should Support Margins in 2H20+
|
Chemicals |
Hold |
|
| 06.04.2020 |
CTVA
|
Chemicals: CTVA Could Benefit as US Appeals Court Hits Dicamba
|
Chemicals |
N/A |
|
| 06.01.2020 |
CTVA
|
CTVA: Reducing Estimates, Mainly on Corn Acreage and FX
|
Chemicals |
Hold |
|
| 05.29.2020 |
GRA
|
GRA: On the Road to Recovery; CEO, CFO Meeting Highlights
|
Chemicals |
Buy |
|
| 05.21.2020 |
DOW
|
DOW: Meeting Highlights; FCF Looks Better Than EPS For Now
|
Chemicals |
Hold |
|
| 05.21.2020 |
DOW
|
DOW: Meeting Highlights; FCF Looks Better Than EPS For Now
|
Chemicals |
Hold |
|
| 05.18.2020 |
APD
|
APD: New Deal In Indonesia Broadens Gasification Scope
|
Chemicals |
Hold |
|
| 05.15.2020 |
APD
|
Chemicals: Earnings Scorecard; Land Rush for Cash Underway
|
Chemicals |
N/A |
|
| 05.12.2020 |
LTHM
|
LTHM: Leverage Could Approach 6x; Debt Climbs as Earnings Ebb
|
Chemicals |
Hold |
|
| 05.11.2020 |
UNVR
|
UNVR: Adding a Nickel, Maintaining PT After Solid Start in 1Q
|
Chemicals |
Buy |
|
| 05.11.2020 |
UNVR
|
UNVR: Good Start to Earnings in 1Q; Cutting Costs and Capex
|
Chemicals |
Buy |
|
| 05.10.2020 |
LIN
|
LIN: New Era for Capital Allocation; Trimming on FX, Volume
|
Chemicals |
Hold |
|
| 05.08.2020 |
CTVA
|
CTVA: Pricing and Volume Positive; FX Clouds Outlook
|
Chemicals |
Hold |
|
| 05.07.2020 |
ALB
|
ALB: Firing on Enough Cylinders; Raising Numbers
|
Chemicals |
Hold |
|
| 05.07.2020 |
CTVA
|
CTVA: Impressive 1Q Aided by Early Start to Season; Pulls Guide
|
Chemicals |
Hold |
|
| 05.07.2020 |
LIN
|
LIN: 1Q Solid; Cutting a Wider Swath for 2020
|
Chemicals |
Hold |
|
| 05.06.2020 |
ALB
|
ALB: Margins Drive Nice Upside in 1Q; Trims Capex Further
|
Chemicals |
Hold |
|
| 05.06.2020 |
AXTA
|
AXTA: Looking Ahead to Better Days; Until Then 2Q Looks Tough
|
Chemicals |
Buy |
|
| 05.06.2020 |
FMC
|
FMC: Affirm Buy; Powering Through Pandemic
|
Chemicals |
Buy |
|
| 05.06.2020 |
AXTA
|
AXTA: 1Q in Line; Capex Halved, Cost Cuts Accelerated
|
Chemicals |
Buy |
|
| 05.05.2020 |
FMC
|
FMC: 1Q Beat on LatAm; Guides 2Q Lower on FX, COVID Risk
|
Chemicals |
Buy |
|
| 05.04.2020 |
WLK
|
WLK: A Season That Wasn't; Reducing Numbers on NT Pressure
|
Chemicals |
Buy |
|
| 05.04.2020 |
WLK
|
WLK: 1Q Beats on Olefins, Corporate and Tax; Cutting Capex
|
Chemicals |
Buy |
|
| 05.04.2020 |
EMN
|
EMN: Affirm Top Pick; Top of the Class in FCF Yield
|
Chemicals |
Buy |
|
| 05.04.2020 |
HUN
|
HUN: Moving to Hold; Deeper Thoughts for 2Q+
|
Chemicals |
Hold |
|
| 05.04.2020 |
GRA
|
GRA: Braking for U-Turn? Maintain Buy with $60 PT
|
Chemicals |
Buy |
|
| 05.03.2020 |
LYB
|
LYB: Reducing Estimates on Non-Controllables
|
Chemicals |
Hold |
|
| 05.01.2020 |
LYB
|
LYB: 1Q in Line; Cutting Capex, Costs Given Tough Conditions
|
Chemicals |
Hold |
|
| 05.01.2020 |
HUN
|
HUN: PP and AM Drive Beat in 1Q; Capex -30%
|
Chemicals |
Buy |
|
| 04.30.2020 |
EMN
|
EMN: Nice Upside in 1Q; Capex Cut and WC Enhance FCF
|
Chemicals |
Buy |
|
| 04.30.2020 |
OLN
|
OLN: Moving to Hold; Trough Too Deep for Comfort
|
Chemicals |
Hold |
|
| 04.30.2020 |
DOW
|
DOW: Managing Controllables Well; Energy in Another Category
|
Chemicals |
Hold |
|
| 04.30.2020 |
DOW
|
DOW: Coping Well With Tougher Conditions; 1Q in Line
|
Chemicals |
Hold |
|
| 04.29.2020 |
OLN
|
OLN: Rough Sledding Ahead; Lower Earnings, Higher Leverage
|
Chemicals |
Buy |
|
| 04.29.2020 |
SHW
|
SHW: Better Lucky and Good? Trimming Less Than Feared
|
Chemicals |
Hold |
|
| 04.29.2020 |
SHW
|
SHW: Impressive 1Q; Guides EPS Lower (But There is A Range)
|
Chemicals |
Hold |
|
| 04.28.2020 |
CE
|
CE: FCF Rising Faster Than Earnings Are Falling
|
Chemicals |
Buy |
|
| 04.28.2020 |
PPG
|
PPG: Headwinds Abound; Reducing EPS Through 2021E
|
Chemicals |
Hold |
|
| 04.28.2020 |
PPG
|
PPG: 1Q Good Enough; 2Q Swoon Looks Deep Alright
|
Chemicals |
Hold |
|
| 04.28.2020 |
CE
|
CE: 1Q In Line; Capex Cut and WC Liquidation Support FCF
|
Chemicals |
Buy |
|
| 04.27.2020 |
APD
|
Chemicals: Eleven Flavors of Risk and Appetite For Each
|
Chemicals |
N/A |
|
| 04.23.2020 |
APD
|
APD: Good Shape Overall; Jazan Project Delay Pressures EPS
|
Chemicals |
Hold |
|
| 04.23.2020 |
APD
|
APD: F2Q a Touch Light Despite Good Volume; Pulls Guide
|
Chemicals |
Hold |
|
| 04.21.2020 |
CTVA
|
Chemicals: Ag Mini-Preview; Safety is Relative These Days
|
Chemicals |
N/A |
|
| 04.20.2020 |
MMM
|
Vertical Research Partners: Trading Pairs from VRP Research Team
|
Chemicals |
N/A |
|
| 04.17.2020 |
APD
|
Chemicals: Chart of the Day - March Demand Preview
|
Chemicals |
Hold |
|
| 04.15.2020 |
ALB
|
ALB: Is A Lithium Buyout Brewing Down Under?
|
Chemicals |
Hold |
|
| 04.13.2020 |
OLN
|
OLN: Affirm Buy; Raising Target on Counter-Cyclical Strength
|
Chemicals |
Buy |
|
| 04.09.2020 |
RPM
|
RPM: Coping Well Overall; Trimming Industrial Earnings
|
Chemicals |
Hold |
|
| 04.08.2020 |
RPM
|
RPM: F3Q Solid; Pulls Guidance and Suspends Repurchases
|
Chemicals |
Hold |
|
| 04.06.2020 |
APD
|
Chemicals: Earnings Preview: A Season Like No Other
|
Chemicals |
N/A |
|
| 04.03.2020 |
UNVR
|
UNVR: Highlights from Virtual CFO Meetings
|
Chemicals |
Buy |
|
| 03.30.2020 |
APD
|
Chemicals: Stress, Strain and Strategy
|
Chemicals |
N/A |
|
| 03.26.2020 |
APD
|
Chemicals: Warming Up and Sizing Down
|
Chemicals |
N/A |
|
| 03.18.2020 |
APD
|
Chemicals: Chart of the Day - Liquidity is the Lifeblood
|
Chemicals |
Hold |
|
| 03.18.2020 |
APD
|
Chemicals: Capex Cut Calculus
|
Chemicals |
N/A |
|
| 03.10.2020 |
APD
|
Chemicals: What is Normal? A Brief Update on Normalized Multiples
|
Chemicals |
N/A |
|
| 03.09.2020 |
APD
|
Chemicals: Oil Price War Implications
|
Chemicals |
N/A |
|
| 03.09.2020 |
APD
|
Chemicals: Oil Price War Implications
|
Chemicals |
N/A |
|
| 03.06.2020 |
APD
|
Chemicals: Chart of the Day - Limbo Levels
|
Chemicals |
Hold |
|
| 03.05.2020 |
APD
|
Chemicals: Pension Dimensions; A Brief Update on Plans and Trends
|
Chemicals |
N/A |
|
| 03.02.2020 |
APD
|
Chemicals: COVID Crash Playbook
|
Chemicals |
N/A |
|
| 02.25.2020 |
UNVR
|
UNVR: A Bridge Too Far? 2020 EBITDA Outlook Fine; FCF is Not
|
Chemicals |
Buy |
|
| 02.25.2020 |
UNVR
|
UNVR: US Earnings Still Trending Down; Leverage Looking Better
|
Chemicals |
Buy |
|
| 02.21.2020 |
LTHM
|
LTHM: Downgrade to Sell As Cash Burn Accelerates
|
Chemicals |
Sell |
|
| 02.21.2020 |
ALB
|
ALB: Moving to Hold; Lithium Recovery Option More Expensive
|
Chemicals |
Hold |
|
| 02.19.2020 |
ALB
|
ALB: Catalysts, Bromine Help ALB Through Lithium Transition
|
Chemicals |
Buy |
|
| 02.19.2020 |
WLK
|
WLK: Virus vs. Value; Trough Deepens But Thesis Intact
|
Chemicals |
Buy |
|
| 02.18.2020 |
WLK
|
WLK: Tough Finish to a Challenging Year
|
Chemicals |
Buy |
|
| 02.14.2020 |
LIN
|
LIN: Four Parallel Paths to Growth; Raising Numbers
|
Chemicals |
Hold |
|
| 02.13.2020 |
HUN
|
HUN: Visibility Catches Virus; Reducing Numbers in 1H20
|
Chemicals |
Buy |
|
| 02.13.2020 |
HUN
|
HUN: 4Q in Line Operationally; Still Tough Out There
|
Chemicals |
Buy |
|
| 02.12.2020 |
APD
|
Chemicals: Chart of the Day - Coatings Industry Sales and Margin Trends
|
Chemicals |
Hold |
|
| 02.06.2020 |
FMC
|
FMC: Lots of Ways to Grow; Raising EPS and Target
|
Chemicals |
Buy |
|
| 02.05.2020 |
FMC
|
FMC: Americas and Asia Drive Strong Finish to 2019
|
Chemicals |
Buy |
|
| 02.05.2020 |
OLN
|
OLN: Trees Look Better Than the Forest Right Now
|
Chemicals |
Buy |
|
| 02.05.2020 |
OLN
|
OLN: 4Q Results in the Ballpark; Outlook Remains Challenging
|
Chemicals |
Buy |
|
| 02.04.2020 |
GRA
|
GRA: Slow But Too Low?
|
Chemicals |
Buy |
|
| 02.04.2020 |
GRA
|
GRA: Catalysts Drive Solid 4Q; Guides 2020 EPS In Line
|
Chemicals |
Buy |
|
| 02.03.2020 |
AXTA
|
AXTA: A Tale of Two Coatings Businesses
|
Chemicals |
Hold |
|
| 02.03.2020 |
SHW
|
SHW: 2020 Looks a Lot Like 2019
|
Chemicals |
Hold |
|
| 02.03.2020 |
EMN
|
EMN: Pulling Lots of Levers to Mitigate Pressure
|
Chemicals |
Buy |
|
| 02.03.2020 |
LYB
|
LYB: Biding Time with S-D Slack; Reducing EPS and PT
|
Chemicals |
Hold |
|
| 01.31.2020 |
CE
|
CE: What You See is What You Get? Reducing Numbers
|
Chemicals |
Hold |
|
| 01.31.2020 |
LYB
|
LYB: 4Q Light on Broad-Based Petrochemicals Weakness
|
Chemicals |
Hold |
|
| 01.30.2020 |
CE
|
CE: 4Q Well Short; Guides 2020 EPS to Low End
|
Chemicals |
Hold |
|
| 01.30.2020 |
EMN
|
EMN: Clears Bar Aided by AM; Lower Guide Not a Shocker
|
Chemicals |
Buy |
|
| 01.30.2020 |
CTVA
|
CTVA: 2020 Looking Up; Rising EPS, PT on Solid 4Q, Outlook
|
Chemicals |
Hold |
|
| 01.30.2020 |
SHW
|
SHW: 4Q Earnings Miss; SSS Comes in Light
|
Chemicals |
Hold |
|
| 01.30.2020 |
CTVA
|
CTVA: Solid Finish in 2019; Guides 2020 EPS in Line
|
Chemicals |
Hold |
|
| 01.29.2020 |
DOW
|
DOW: 2020 Earnings Vision Looks Flat
|
Chemicals |
Hold |
|
