| 11.28.2022 |
UNVR
|
UNVR: No Deal Yet, But Univar Is In Play; Raising Target
|
Chemicals |
Buy |
|
| 11.21.2022 |
APD
|
Chemicals: Chart of the Day - On Track or Off the Rails?
|
Chemicals |
Buy |
|
| 11.18.2022 |
FMC
|
FMC: Delivering on Promises; Raising PT After Meetings
|
Chemicals |
Hold |
|
| 11.16.2022 |
AXTA
|
AXTA: New CEO Brings Ample Industrial, Operating Experience
|
Chemicals |
Hold |
|
| 11.15.2022 |
APD
|
Chemicals: Chart of the Day - Three PPI Data Points Make a Trend
|
Chemicals |
Buy |
|
| 11.15.2022 |
WLK
|
WLK: Management Dinner Highlights; Raising Numbers
|
Chemicals |
Buy |
|
| 11.11.2022 |
CTVA
|
Chemicals: Ag Doubleheader; A Refresher On Key Industry Trends
|
Chemicals |
N/A |
|
| 11.10.2022 |
APD
|
Chemicals: Chart of the Day - Micro-Cycles
|
Chemicals |
Buy |
|
| 11.08.2022 |
APD
|
Chemicals: 3Q22 Review; Belts Tighten as Transition Unfolds
|
Chemicals |
N/A |
|
| 11.07.2022 |
ALB
|
ALB: Lithium Prices Not Peaking Just Yet; Raising Numbers
|
Chemicals |
Hold |
|
| 11.07.2022 |
CE
|
CE: Staying the Course Despite Tough Start With M&M
|
Chemicals |
Buy |
|
| 11.07.2022 |
CTVA
|
CTVA: Executing Nicely on Plan; Raising 2023E and Target
|
Chemicals |
Hold |
|
| 11.04.2022 |
HUN
|
HUN: In Good Shape For Downturn; Still Trimming Though
|
Chemicals |
Buy |
|
| 11.04.2022 |
APD
|
APD: Calm Through the Chaos; Raising EPS and Target
|
Chemicals |
Buy |
|
| 11.03.2022 |
WLK
|
WLK: Reining In Estimates As Downturn Gains Momentum
|
Chemicals |
Buy |
|
| 11.03.2022 |
UNVR
|
UNVR: Next-Stage Evolution Underway; Raising EPS, Target
|
Chemicals |
Buy |
|
| 11.02.2022 |
FMC
|
FMC: Earnings Growth on Track; Raising Target
|
Chemicals |
Hold |
|
| 11.02.2022 |
LTHM
|
LTHM: Maintain Estimates, Target as Lithium Price Plateaus
|
Chemicals |
Hold |
|
| 11.02.2022 |
ECL
|
ECL: Trimming Numbers on Healthcare, FX, Interest, Pension
|
Chemicals |
Hold |
|
| 10.31.2022 |
EMN
|
EMN: Tough 2H23; Fibers Prospects Encouraging for 2023E
|
Chemicals |
Buy |
|
| 10.31.2022 |
LYB
|
LYB: Rough Sledding; Reducing Estimates Again
|
Chemicals |
Hold |
|
| 10.28.2022 |
LIN
|
LIN: Resilient Growth on Track; Raising Estimates and Target
|
Chemicals |
Buy |
|
| 10.27.2022 |
EMN
|
EMN: 3Q EBIT Light Albeit With Good Mix; Guides 4Q EPS Down
|
Chemicals |
Buy |
|
| 10.27.2022 |
OLN
|
OLN: Unleashing Financial Firepower; Raising Numbers
|
Chemicals |
Buy |
|
| 10.27.2022 |
LIN
|
LIN: Impressive 3Q Sales and EPS; 4Q Guide More Cautious
|
Chemicals |
Buy |
|
| 10.26.2022 |
OLN
|
OLN: 3Q, 4Q Outlook In Line As Robust Repurchases Continue
|
Chemicals |
Buy |
|
| 10.26.2022 |
AXTA
|
AXTA: Commercial Courage to Come? Trimming EPS For Now
|
Chemicals |
Hold |
|
| 10.25.2022 |
AXTA
|
AXTA: Strong Volume Drives Solid 3Q; 4Q Guide Softer Though
|
Chemicals |
Hold |
|
| 10.25.2022 |
SHW
|
SHW: GM Uplift in Gear and Volume Too; Raising Numbers
|
Chemicals |
Hold |
|
| 10.25.2022 |
APD
|
Chemicals: Chart of the Day - The Mississippi Limbo
|
Chemicals |
Buy |
|
| 10.25.2022 |
SHW
|
SHW: Impressive 3Q; Affirms Range for 2022E
|
Chemicals |
Hold |
|
| 10.21.2022 |
DOW
|
DOW: Pulling Levers to Manage EU, Energy Challenges
|
Chemicals |
Hold |
|
| 10.20.2022 |
PPG
|
PPG: Changing of the Guard; New Cost Cuts Too As Cycle Turns
|
Chemicals |
Buy |
|
| 10.19.2022 |
ALB
|
Chemicals: Battery Materials Update; Sustainable Supply In Focus
|
Chemicals |
N/A |
|
| 10.14.2022 |
APD
|
Chemicals: Chart of the Day - PE Resin Export Angles
|
Chemicals |
Buy |
|
| 10.10.2022 |
PPG
|
PPG: More Pain in Chemicals; Trimming EPS, PT on Pre-Release
|
Chemicals |
Buy |
|
| 10.10.2022 |
RPM
|
RPM: MAP and CPG In Spotlight At Investor Day
|
Chemicals |
Hold |
|
| 10.07.2022 |
APD
|
Chemicals: Chart of the Day - Fresh Looks At Leverage
|
Chemicals |
Buy |
|
| 10.05.2022 |
RPM
|
RPM: Off To A Good Start in F2023 Thanks to Pricing, MAP
|
Chemicals |
Hold |
|
| 10.05.2022 |
RPM
|
RPM: Consumer Resurgence Drives F1Q23 Upside; Guide Good
|
Chemicals |
Hold |
|
| 10.03.2022 |
APD
|
Chemicals: Chemicals 3Q22 Earnings Preview: Into the Abyss?
|
Chemicals |
N/A |
|
| 09.29.2022 |
APD
|
Chemicals: Chart of the Day - Ominous Not Anomalous
|
Chemicals |
Buy |
|
| 09.21.2022 |
CE
|
Chemicals: Petrochemical Call Highlights Plus Additional EPS Cuts
|
Chemicals |
N/A |
|
| 09.19.2022 |
DOW
|
Chemicals: Another Round of EPS Cuts With More Likely to Come
|
Chemicals |
N/A |
|
| 09.14.2022 |
CTVA
|
CTVA: Investor Day Highlights Growth and Simplification
|
Chemicals |
Hold |
|
| 09.12.2022 |
LTHM
|
LTHM: Downgrade to Hold; Price Party Now In Wee Hours?
|
Chemicals |
Hold |
|
| 09.06.2022 |
APD
|
Chemicals: Back to School Guide, 2022 Edition
|
Chemicals |
N/A |
|
| 08.29.2022 |
PPG
|
Chemicals: Coatings Field Trip Highlights
|
Chemicals |
N/A |
|
| 08.25.2022 |
OLN
|
OLN: Turning the Screw; Shutters Chlor-Alkali Capacity...Again
|
Chemicals |
Buy |
|
| 08.12.2022 |
APD
|
Chemicals: Chart of the Day - Heavy Spaghetti
|
Chemicals |
Buy |
|
| 08.09.2022 |
HUN
|
HUN: TE Deal Further Upgrades Portfolio and Balance Sheet
|
Chemicals |
Buy |
|
| 08.09.2022 |
APD
|
Chemicals: 2Q22 Review; Good Enough For A Relief Rally
|
Chemicals |
N/A |
|
| 08.08.2022 |
CTVA
|
CTVA: Raising Numbers; Setup Looks Good Into 2023
|
Chemicals |
Hold |
|
| 08.08.2022 |
ALB
|
ALB: Price Today, More US Volume Tomorrow; Hiking EPS, PT
|
Chemicals |
Hold |
|
| 08.04.2022 |
APD
|
APD: Less Drama Equals More Fun; Raising EPS and Target
|
Chemicals |
Buy |
|
| 08.04.2022 |
UNVR
|
UNVR: Dividend and Conquer? Raising Estimates and PT
|
Chemicals |
Buy |
|
| 08.04.2022 |
FMC
|
FMC: Price-Cost Flip Renders 4Q Better Than 3Q
|
Chemicals |
Hold |
|
| 08.03.2022 |
LTHM
|
LTHM: Raising Numbers; 2H Guide Looks Conservative
|
Chemicals |
Buy |
|
| 08.02.2022 |
WLK
|
WLK: Strong CF Enables Rapid Debt Digestion; Raising Target
|
Chemicals |
Buy |
|
| 08.02.2022 |
HUN
|
HUN: This Is What Value Over Volume Looks Like
|
Chemicals |
Buy |
|
| 08.01.2022 |
UNVR
|
UNVR: 2Q Earnings Beat; Guides 2022 EBITDA Higher
|
Chemicals |
Buy |
|
| 08.01.2022 |
CE
|
CE: Living on the Edge; Raising 2022E But '23 Looks Tougher
|
Chemicals |
Buy |
|
| 08.01.2022 |
LYB
|
LYB: Downgrade to Hold; Earnings Flow From Wrong Place
|
Chemicals |
Hold |
|
| 08.01.2022 |
EMN
|
EMN: Rock Steady; Maintain EPS Despite Headwinds
|
Chemicals |
Buy |
|
| 07.29.2022 |
OLN
|
OLN: Cage Match - Fundamental vs. Financial
|
Chemicals |
Buy |
|
| 07.28.2022 |
LIN
|
LIN: Grinding It Out; Raising Numbers A Bit Despite EU/FX
|
Chemicals |
Buy |
|
| 07.28.2022 |
SHW
|
SHW: Reducing Estimates and Target on Five Headwinds
|
Chemicals |
Hold |
|
| 07.27.2022 |
AXTA
|
AXTA: Maintain Hold; Trimming EPS as CEO Search Commences
|
Chemicals |
Hold |
|
| 07.27.2022 |
ECL
|
ECL: Maintain Hold; Trimming EPS on Costs, FX
|
Chemicals |
Hold |
|
| 07.26.2022 |
ECL
|
ECL: 2Q EPS In Line; Price Better But FX Weighs on 2H22 EPS
|
Chemicals |
Hold |
|
| 07.26.2022 |
RPM
|
RPM: F2023 Outlook Brighter After Tough Year Is In The Books
|
Chemicals |
Hold |
|
| 07.22.2022 |
PPG
|
PPG: Affirm Buy; Price-Cost Inflection Has Arrived
|
Chemicals |
Buy |
|
| 07.21.2022 |
DOW
|
DOW: Building a Bigger Cushion
|
Chemicals |
Hold |
|
| 07.21.2022 |
DOW
|
DOW: Plastics Drive Upside in 2Q, Repurchases Accelerate
|
Chemicals |
Hold |
|
| 07.20.2022 |
APD
|
Chemicals: Chart of the Day - Normalized FCF
|
Chemicals |
Buy |
|
| 07.18.2022 |
APD
|
APD: Battleground; Higher Growth vs. Greater Risks
|
Chemicals |
Buy |
|
| 07.12.2022 |
CTVA
|
Chemicals / Agriculture: USDA WASDE Report Weighs on Crop Prices
|
Chemicals |
N/A |
|
| 07.11.2022 |
CTVA
|
Chemicals: Crop Condition Stable As Drought Risk Grows
|
Chemicals |
N/A |
|
| 07.08.2022 |
APD
|
Chemicals: Chart of the Day - Deutschland Dynamics
|
Chemicals |
Buy |
|
| 07.07.2022 |
APD
|
Chemicals: 2Q22 Earnings Preview; The Last Hurrah?
|
Chemicals |
N/A |
|
| 06.30.2022 |
CTVA
|
Agricultural Chemicals: USDA Revises Soybean Acreage Lower
|
Chemicals |
N/A |
|
| 06.30.2022 |
FMC
|
FMC: Inks $200mn Pheromone Deal With High Potential
|
Chemicals |
Hold |
|
| 06.27.2022 |
PPG
|
PPG: Upgrade to Buy; Time for Toes in The Water
|
Chemicals |
Buy |
|
| 06.27.2022 |
APD
|
Chemicals: 2H22 Sector Outlook; Seatbelt Light Remains On
|
Chemicals |
N/A |
|
| 06.22.2022 |
LYB
|
LYB: CEO Dinner Highlights; Polaris and Excellence
|
Chemicals |
Buy |
|
| 06.17.2022 |
APD
|
Chemicals: Midstream Leaders Mull US Ethylene Projects
|
Chemicals |
N/A |
|
| 06.14.2022 |
OLN
|
OLN: Throttling Back Harder to Support Prices, Earnings
|
Chemicals |
Buy |
|
| 06.13.2022 |
CTVA
|
Chemicals: Chart of the Day - Bullwhip Risk Alert
|
Chemicals |
Hold |
|
| 06.09.2022 |
PPG
|
PPG: Finland Findings; Architectural Slow, Industrial Mixed
|
Chemicals |
Hold |
|
| 06.09.2022 |
SHW
|
SHW: Investor Day Tone Confident Yet Resilient
|
Chemicals |
Hold |
|
| 06.02.2022 |
LIN
|
LIN: Affirm Buy After Extensive Meetings at HQ
|
Chemicals |
Buy |
|
| 05.31.2022 |
CE
|
CE: Battleground; Value Trumps Risk
|
Chemicals |
Buy |
|
| 05.26.2022 |
APD
|
APD: H2Oman! Another Major MidEast Project In the Works
|
Chemicals |
Buy |
|
| 05.25.2022 |
ALB
|
ALB: Raising EPS on Lithium Contract Mix Shift Offset By Tax
|
Chemicals |
Hold |
|
| 05.24.2022 |
ECL
|
ECL: CEO Update at NRA in Chicago
|
Chemicals |
Hold |
|
| 05.20.2022 |
APD
|
Chemicals: Chart of the Day - Vintage Trading Multiples
|
Chemicals |
Buy |
|
| 05.18.2022 |
APD
|
Chemicals: Chemicals in Pictures - Engineered Materials
|
Chemicals |
N/A |
|
| 05.12.2022 |
APD
|
Chemicals: Chart of the Day: No Rest For The Inflation Weary
|
Chemicals |
Buy |
|
| 05.12.2022 |
APD
|
Chemicals: 1Q22 Review; Multiple Crunch Offsets Strong Earnings
|
Chemicals |
N/A |
|
| 05.10.2022 |
UNVR
|
UNVR: Multiple Compression Punitive; Raising Numbers Again
|
Chemicals |
Buy |
|
