| 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 |
|
