Deep Dives - Chemicals

Date Ticker Title Vertical Rating (at time of publication)
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
    08.02.2021 LIN
  • LIN: Stronger Everything? Almost; Raising EPS and Target
  • Chemicals Buy
    08.02.2021 LYB
  • LYB: Climbing Everest; Raising Numbers...Again
  • Chemicals Buy
    07.30.2021 HUN
  • HUN: Looking Beyond MDI; Raising EPS and Target
  • Chemicals Buy
    07.30.2021 HUN
  • HUN: Beats With Encouraging Outlook for 3Q
  • Chemicals Buy
    07.30.2021 LYB
  • LYB: Plastics, Intermediates Drive 2Q Upside
  • Chemicals Buy
    07.30.2021 LIN
  • LIN: Beats and Raises With 2Q Upside to Sales and Margins
  • Chemicals Buy
    07.28.2021 OLN
  • OLN: Firing on All Cylinders Now; Raising Numbers
  • Chemicals Buy
    07.28.2021 SHW
  • SHW: Pros Pick Up Slack as DIY Ebbs
  • Chemicals Hold
    07.27.2021 OLN
  • OLN: Epoxy, Winchester Drive 2Q Earnings Higher
  • Chemicals Buy
    07.27.2021 AXTA
  • AXTA: A Tale of Two Segments; Maintain Target, Trim EPS
  • Chemicals Buy
    07.27.2021 SHW
  • SHW: 2Q Nearly In Line Despite Weaker DIY; Affirms Guide
  • Chemicals Hold
    07.26.2021 AXTA
  • AXTA: Posts Decent 2Q, Trims 2021E on Supply Chain Challenges
  • Chemicals Buy
    07.26.2021 RPM
  • RPM: Supply Unchained as DIY Ebbs; Trimming Numbers
  • Chemicals Buy
    07.26.2021 RPM
  • RPM: Solid F4Q But Guides Below Street On Consumer Pressure
  • Chemicals Buy
    07.26.2021 CE
  • CE: Upgrade to Buy; Acetyls Unwind Priced In
  • Chemicals Buy
    07.22.2021 CE
  • CE: Acetyls Bonanza Fuels Beat and Raise
  • Chemicals Hold
    07.22.2021 DOW
  • DOW: As Good as It Gets...But Better!
  • Chemicals Hold
    07.22.2021 DOW
  • DOW: Solid Beat on Price, Margin Momentum
  • Chemicals Hold
    07.20.2021 PPG
  • PPG: Supply Unchained; Reducing Estimates and Target
  • Chemicals Buy
    07.19.2021 PPG
  • PPG: Supply-Chain Issues Squeeze Earnings; Miss, Guides Down
  • Chemicals Buy
    07.14.2021 CTVA
  • Chemicals: Pipeline Dive Into Crop Protection Chemicals
  • Chemicals N/A
    07.13.2021 CTVA
  • Chemicals / Agriculture: USDA WASDE Supports Crop Prices; Condition Improves
  • Chemicals N/A
    07.08.2021 APD
  • Chemicals: Earnings Preview; Echo Effect in 2Q
  • Chemicals N/A
    07.07.2021 AXTA
  • AXTA: Inks British Refinish Deal
  • Chemicals Buy
    06.30.2021 CTVA
  • Chemicals / Agriculture: Ag Commodities Surge on Today's USDA Updates
  • Chemicals N/A
    06.30.2021 CE
  • CE: M&A Ramps Via $1.15bn EM Deal With XOM
  • Chemicals Hold
    06.24.2021 FMC
  • FMC: Downgrade to Hold; Back Half Looks Like a Tall Order
  • Chemicals Hold
    06.21.2021 WLK
  • WLK: Diving Deeper Into Building Products Via $2bn Boral Deal
  • Chemicals Buy
    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
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