Deep Dives - Chemicals

Date Ticker Title Vertical Rating (at time of publication)
06.17.2021 APD
  • Chemicals: Chart of the Day - Taking Stock of Inventory
  • Chemicals Hold
    06.15.2021 CTVA
  • Chemicals: Midwest Drought Sows Seeds of Doubt
  • Chemicals N/A
    06.10.2021 APD
  • APD: Something New, Something Blue
  • Chemicals Hold
    06.09.2021 EMN
  • EMN: Raising EPS and Target on Tire Additives Divestiture
  • Chemicals Buy
    06.09.2021 SHW
  • SHW: Ascending to Street Level + Other Investor Day Highlights
  • Chemicals Hold
    06.07.2021 APD
  • Chemicals: Chart of the Day: FCF Conversion and Yield
  • Chemicals Hold
    06.04.2021 APD
  • Chemicals: Top Picks - Swapping UNVR for HUN
  • Chemicals N/A
    05.28.2021 APD
  • Chemicals: What's New? Innovation Conference Highlights
  • Chemicals N/A
    05.18.2021 DOW
  • Chemicals: Chlor-Alkali: Running Better But Less to Run
  • Chemicals N/A
    05.18.2021 LIN
  • LIN: Upgrade to Buy on NT Tailwinds + LT Growth Optionality
  • Chemicals Buy
    05.13.2021 APD
  • Chemicals: Chart of the Day: That 70's Show; Historical Perspective on Chemicals Inflation
  • Chemicals Hold
    05.11.2021 UNVR
  • UNVR: Margin Inflection is Here; Raising EPS and Target
  • Chemicals Buy
    05.10.2021 APD
  • APD: Projects Back on Track? Raising Numbers Modestly
  • Chemicals Hold
    05.10.2021 CTVA
  • CTVA: Maintain Buy; Expect Price/Mix to Outpace Costs in 2022
  • Chemicals Buy
    05.10.2021 APD
  • APD: F2Q Light, Guides in Line With Upside From Lu'An, Jazan
  • Chemicals Hold
    05.07.2021 UNVR
  • UNVR: Beats, Raises as Margin Upside Drives Strong 1Q
  • Chemicals Buy
    05.07.2021 ALB
  • ALB: Waiting is the Hardest Part; Maintain 2021E, Bump PT $5
  • Chemicals Hold
    05.06.2021 FMC
  • FMC: Taking Medicine in Brazil; Maintain 2021 EPS, Target
  • Chemicals Buy
    05.06.2021 LIN
  • LIN: Big, Broad Beat in 1Q; Guides 2021E >4% Above Street
  • Chemicals Hold
    05.05.2021 FMC
  • FMC: Beat a Bit, Raise a Bit
  • Chemicals Buy
    05.05.2021 ALB
  • ALB: Lithium Drives 1Q Upside; Affirms 2021E on Soft Catalysts
  • Chemicals Hold
    05.05.2021 AXTA
  • AXTA: CMD: Growth to Accelerate Via M&A, Asia, and Innovation
  • Chemicals Buy
    05.04.2021 WLK
  • WLK: Look for Record EBITDA in 2Q; Raising EPS and Target
  • Chemicals Buy
    05.04.2021 CTVA
  • CTVA: Big Beat in 1Q; Sits Tight on 2021 Guide For Now
  • Chemicals Buy
    05.04.2021 CTVA
  • Chemicals: Corn Has Caught Up; Planting Progress Improves
  • Chemicals N/A
    05.04.2021 LTHM
  • LTHM: Green Lights For Prices and Projects; Raising Numbers
  • Chemicals Sell
    05.04.2021 WLK
  • WLK: Olefins Strength Drives Earnings Upside in 1Q
  • Chemicals Buy
    05.03.2021 LYB
  • LYB: Making Hay While the Sun Shines; Raising 2021 EPS
  • Chemicals Buy
    05.03.2021 EMN
  • EMN: Renewals in Progress; Raising Estimates and PT
  • Chemicals Buy
    04.30.2021 HUN
  • HUN: Party Like It's...2018? Raising Estimates and Target
  • Chemicals Buy
    04.30.2021 LYB
  • LYB: O&P-Americas Drives 1Q Beat
  • Chemicals Buy
    04.30.2021 HUN
  • HUN: Beats Across Board on Strong Finish in March
  • Chemicals Buy
    04.29.2021 EMN
  • EMN: Beats and Raises; Powering Through Uri
  • Chemicals Buy
    04.29.2021 OLN
  • OLN: Upgrade to Buy on Accelerated Transformation
  • Chemicals Buy
    04.27.2021 OLN
  • OLN: Hikes EBITDA Targets For 2021+; Hedges Boost 1Q
  • Chemicals Hold
    04.27.2021 SHW
  • SHW: Hitting the High Notes; Raising EPS and PT
  • Chemicals Hold
    04.27.2021 AXTA
  • AXTA: Marching Along the Comeback Trail
  • Chemicals Buy
    04.27.2021 SHW
  • SHW: Broad Strength Drives 1Q EPS Beat; Guides '21 Flat
  • Chemicals Hold
    04.26.2021 AXTA
  • AXTA: Beat and Raise for 2021E, Despite Some Headwinds in 2Q
  • Chemicals Buy
    04.26.2021 GRA
  • GRA: Moving to Neutral as $70 Deal Comes to Fruition
  • Chemicals Hold
    04.23.2021 CE
  • CE: Acetyls and EM Both Looking Good; Raising Numbers
  • Chemicals Hold
    04.22.2021 CE
  • CE: Beat and Raise on Strength in Acetyls and EM
  • Chemicals Hold
    04.22.2021 DOW
  • DOW: Peak Now, Peak Later, or Both? Raising Estimates and PT
  • Chemicals Hold
    04.22.2021 DOW
  • DOW: Price, Price and More Price; Sizeable Beat in 1Q
  • Chemicals Hold
    04.20.2021 DOW
  • Chemicals: Chlor-Alkali Supply Constraints Persist Post-Uri
  • Chemicals N/A
    04.19.2021 ALB
  • Chemicals: Lithium Deal Creates New Global Top 5 Player
  • Chemicals N/A
    04.16.2021 PPG
  • PPG: Growing, Growing, Gone; Affirm Buy, and Raise Numbers
  • Chemicals Buy
    04.15.2021 PPG
  • PPG: Beats Big on Top and Bottom Lines; Guides 2Q Higher
  • Chemicals Buy
    04.13.2021 APD
  • Chemicals: Chart of the Day: Auto Demand Strength vs. Auto Supply Crunch
  • Chemicals Hold
    04.09.2021 APD
  • Chemicals: Earnings Preview; Welcome to the Roaring Twenties
  • Chemicals N/A
    04.07.2021 RPM
  • RPM: Finds Another Gear on Price; Maintain Buy
  • Chemicals Buy
    04.07.2021 RPM
  • RPM: F3Q Good Despite Uri; F4Q Decent Given Raw Challenges
  • Chemicals Buy
    04.01.2021 GRA
  • GRA: 40 North Hikes Bid to $70
  • Chemicals Buy
    04.01.2021 APD
  • Chemicals: Infrastructure and Chemicals
  • Chemicals N/A
    03.31.2021 CTVA
  • Agricultural Chemicals and Machinery: Where Did the Acres Go? Corn, Soy Intentions Look Light
  • Chemicals N/A
    03.30.2021 APD
  • Chemicals : Pension Dimensions; A Brief Update on Plans and Trends
  • Chemicals N/A
    03.26.2021 CE
  • CE: Interesting Upside Optionality; Raising Numbers
  • Chemicals Hold
    03.25.2021 CE
  • CE: Full Speed Ahead on EPS and Organic Investment
  • Chemicals Hold
    03.22.2021 DOW
  • DOW: Raising Numbers on Big Boost From Uri
  • Chemicals Hold
    03.19.2021 GRA
  • GRA: Better than Feared? Trimming 1Q on Uri
  • Chemicals Buy
    03.18.2021 LYB
  • LYB: Raising Estimates and PT; Ethylene Tight, Propylene Short
  • Chemicals Buy
    03.16.2021 OLN
  • OLN: The Big Squeeze; Raising Numbers on Supply Curtailment
  • Chemicals Hold
    03.11.2021 APD
  • Chemicals: Specialty Chemical Highlights from WPC
  • Chemicals N/A
    03.10.2021 APD
  • Chemicals: WPC Flags China Supply Risk Before Global Peak in 2024+
  • Chemicals N/A
    03.04.2021 RPM
  • RPM: Upgrade to Buy; Quality on Sale With Risks Priced In Now
  • Chemicals Buy
    02.26.2021 GRA
  • Chemicals: GRA Enters Custom Synthesis Via FCS Deal with ALB
  • Chemicals N/A
    02.25.2021 UNVR
  • UNVR: Grinding It Out; Maintain EPS and Target
  • Chemicals Buy
    02.24.2021 UNVR
  • UNVR: 4Q Earnings Beat; Guide Mixed With Lots of Moving Parts
  • Chemicals Buy
    02.23.2021 WLK
  • WLK: Affirm Buy on Tighter CAV Chain
  • Chemicals Buy
    02.23.2021 WLK
  • WLK: Vinyls Drives 4Q Upside Despite Hurricane Hits
  • Chemicals Buy
    02.22.2021 LTHM
  • LTHM: Mixed 4Q/Outlook; More Capital Needed to Grow
  • Chemicals Sell
    02.22.2021 ALB
  • ALB: Move to Hold; Lithium Prospects Better than Catalysts
  • Chemicals Hold
    02.18.2021 AXTA
  • AXTA: Two Steps Forward, One Back; Raising Numbers
  • Chemicals Buy
    02.17.2021 AXTA
  • AXTA: Ends 2020 on Higher Note; Guides 1Q Above Street
  • Chemicals Buy
    02.17.2021 ALB
  • ALB: Sets Low Bar for 2021 Despite Solid 4Q Results
  • Chemicals Sell
    02.17.2021 APD
  • Chemicals: Chart of the Day - Hurricane in February? Deep Freeze Hits Petrochemical Supply
  • Chemicals Hold
    02.16.2021 APD
  • Chemicals: Earnings Scorecard; Commodities Lead Decent Start in '21
  • Chemicals N/A
    02.12.2021 HUN
  • HUN: Entering '21 With Fundamental and Financial Momentum
  • Chemicals Buy
    02.12.2021 HUN
  • HUN: 4Q Eclipses Pre-Release; 1Q Outlook Above Street
  • Chemicals Buy
    02.11.2021 FMC
  • FMC: 1Q View: Witches Brew or Savory Stew?
  • Chemicals Buy
    02.09.2021 FMC
  • FMC: Soft Patch Extends to 1Q; Underlying Growth Better
  • Chemicals Buy
    02.09.2021 GRA
  • GRA: Raising Estimates on Brighter Outlook
  • Chemicals Buy
    02.09.2021 GRA
  • GRA: MT Drives Modest Beat; Guides 2021 EPS Slightly Below
  • Chemicals Buy
    02.08.2021 LIN
  • LIN: Smooth Operator; Raising Numbers
  • Chemicals Hold
    02.08.2021 SHW
  • SHW: A Deeper Dive; Success Breeds Confidence in 2021+
  • Chemicals Hold
    02.05.2021 APD
  • APD: Rougher Sledding For Now; Maintain Hold
  • Chemicals Hold
    02.05.2021 LIN
  • LIN: Broad-Based Upside Drives 4Q Beat; Guides Above for 1Q
  • Chemicals Hold
    02.04.2021 CTVA
  • CTVA: Hitting Stride Internally and Externally; Raising Numbers
  • Chemicals Buy
    02.04.2021 APD
  • APD: EPS Miss as Margin Slips in F1Q
  • Chemicals Hold
    02.03.2021 CTVA
  • CTVA: Volume of +10% Drives 4Q Beat; Guides Above for 2021E
  • Chemicals Buy
    02.03.2021 ALB
  • ALB: New $1.3bn+ Equity Deal to Fuel Lithium Reinvestment
  • Chemicals Sell
    02.01.2021 SHW
  • SHW: Powering Through the Pandemic; Raising Numbers A Bit
  • Chemicals Hold
    02.01.2021 OLN
  • OLN: Cyclical and Structural Momentum Entering 2021
  • Chemicals Hold
    02.01.2021 CE
  • CE: Double Down in TX, Hold 'Em in Asia; Hiking Numbers
  • Chemicals Hold
    02.01.2021 EMN
  • EMN: Reinvesting in ESG; Raising 2021E and PT
  • Chemicals Buy
    01.29.2021 LYB
  • LYB: Finished 2020 in Style; Raising Numbers
  • Chemicals Buy
    01.29.2021 LYB
  • LYB: Beats Big Thanks to O&P in US and Europe
  • Chemicals Buy
    01.28.2021 CE
  • CE: Beats, Guides Up; Acetyls Expansion in TX a "Go" Again
  • Chemicals Hold
    01.28.2021 EMN
  • EMN: Beats in 4Q, Guides Above Street for 2021E
  • Chemicals Buy
    01.28.2021 OLN
  • OLN: Earning Beat on Broad Strength; EBITDA Looks Up in 1Q
  • Chemicals Hold
    2  3  4  5  Next

    This website uses cookies. We use cookies to improve the user experience, track anonymous site usage and store authorization tokens. By continuing to browse this website you accept the use of cookies. Click here to read more about how we use cookies.