| 11.17.2020 |
FMC
|
FMC: Affirm Buy; R&D Engine Revving at Higher RPM
|
Chemicals |
Buy |
|
| 11.16.2020 |
APD
|
Chemicals: Global Chlorine Chain Continues to Tighten
|
Chemicals |
N/A |
|
| 11.11.2020 |
APD
|
APD: Project Pains Portend Profit Pressure
|
Chemicals |
Hold |
|
| 11.11.2020 |
LIN
|
LIN: Margins and APAC Drive Numbers Higher
|
Chemicals |
Hold |
|
| 11.11.2020 |
APD
|
APD: EPS Missed Slightly as Margin Dipped Despite Solid Sales
|
Chemicals |
Hold |
|
| 11.10.2020 |
DOW
|
DOW: Trimming Estimates on PE Resin and NCI
|
Chemicals |
Hold |
|
| 11.09.2020 |
GRA
|
GRA: Grace in Play; Initial Thoughts on $60 Cash Takeout Offer
|
Chemicals |
Buy |
|
| 11.09.2020 |
ALB
|
ALB: Moving to Hold; Positives Likely Priced In Now
|
Chemicals |
Hold |
|
| 11.09.2020 |
LTHM
|
LTHM: Back to Sell; Stock Now Ahead of Earnings Prospects
|
Chemicals |
Sell |
|
| 11.06.2020 |
OLN
|
OLN: New Sherriff in Town
|
Chemicals |
Hold |
|
| 11.06.2020 |
CTVA
|
CTVA: Steady as She Goes; Thesis on Track
|
Chemicals |
Buy |
|
| 11.05.2020 |
UNVR
|
UNVR: Tracking Well as S-22 Unfolds
|
Chemicals |
Buy |
|
| 11.05.2020 |
LIN
|
LIN: Beat and Raise on Decent Sales, Superior Margins
|
Chemicals |
Hold |
|
| 11.04.2020 |
CTVA
|
CTVA: Tracking in Line; CPC Stronger than Seeds in 3Q
|
Chemicals |
Buy |
|
| 11.04.2020 |
OLN
|
OLN: Corrected: 3Q Beats on CAV and Epoxy
|
Chemicals |
Hold |
|
| 11.04.2020 |
ALB
|
ALB: Broad-Based Upside Drives Beat and Raise
|
Chemicals |
Buy |
|
| 11.04.2020 |
UNVR
|
UNVR: Beat and Raise on Margin Upside in US, EMEA, and LatAm
|
Chemicals |
Buy |
|
| 11.03.2020 |
FMC
|
FMC: Raising Estimates as Sales, Costs Propel Margin Expansion
|
Chemicals |
Buy |
|
| 11.03.2020 |
WLK
|
WLK: Lots of Moving Parts; Earnings Tension Looks Flat-to-Up
|
Chemicals |
Buy |
|
| 11.03.2020 |
WLK
|
WLK: Vinyls, Tax Drive 3Q Upside Despite Laura
|
Chemicals |
Buy |
|
| 11.02.2020 |
FMC
|
FMC: Margin Upside Drives Beat and Raise
|
Chemicals |
Buy |
|
| 11.02.2020 |
APD
|
Chemicals : Chart of the Day - Halftime Scorecard
|
Chemicals |
Hold |
|
| 11.02.2020 |
LYB
|
LYB: Trimming a Bit on Refining; Still a Bargain on 2021E
|
Chemicals |
Buy |
|
| 10.30.2020 |
EMN
|
EMN: Raising Numbers on Volume Rebound and Mix Upgrade
|
Chemicals |
Buy |
|
| 10.30.2020 |
LYB
|
LYB: Petrochemicals and Tax Aid 3Q; Refining Remains Weak
|
Chemicals |
Buy |
|
| 10.29.2020 |
EMN
|
EMN: Specialties and CI Drive 3Q Upside; 4Q Looks in Line
|
Chemicals |
Buy |
|
| 10.29.2020 |
HUN
|
HUN: Riding MDI Higher While Building HBS
|
Chemicals |
Hold |
|
| 10.29.2020 |
HUN
|
HUN: PU Strength Drives Nice Upside in 3Q
|
Chemicals |
Hold |
|
| 10.28.2020 |
GRA
|
GRA: Catalyst Markets Still Challenging; Trimming Numbers
|
Chemicals |
Buy |
|
| 10.28.2020 |
GRA
|
GRA: MT Drives Modest Upside; 2020E Looks In Line Overall
|
Chemicals |
Buy |
|
| 10.27.2020 |
SHW
|
SHW: Raising Numbers on Positive Results, Guide, and Tone
|
Chemicals |
Hold |
|
| 10.27.2020 |
SHW
|
SHW: Beat and Raise on Sales and Margin Upside
|
Chemicals |
Hold |
|
| 10.27.2020 |
CE
|
CE: Moving to Hold; Risk-Reward Balanced After Solid 3Q
|
Chemicals |
Hold |
|
| 10.25.2020 |
CE
|
CE: EM, Acetyls Drive 3Q Upside; Guide More Conservative
|
Chemicals |
Buy |
|
| 10.23.2020 |
AXTA
|
AXTA: Good Enough Indeed; Raising Estimates and PT
|
Chemicals |
Buy |
|
| 10.22.2020 |
DOW
|
DOW: Recovery Nice and Steep; Raising Numbers
|
Chemicals |
Hold |
|
| 10.22.2020 |
DOW
|
DOW: PE and PU Drive Nice Upside in 3Q
|
Chemicals |
Hold |
|
| 10.21.2020 |
AXTA
|
AXTA: Beat and Raise; Sales Good, Margins Better in 3Q
|
Chemicals |
Buy |
|
| 10.20.2020 |
PPG
|
PPG: Margin Glass Looks Half Full on V-Shaped Rebound
|
Chemicals |
Hold |
|
| 10.19.2020 |
PPG
|
PPG: Nice Momentum on Margins, De-Leveraging in 3Q
|
Chemicals |
Hold |
|
| 10.19.2020 |
DOW
|
Chemicals: Chart of the Day - Wave Two Ethylene Cracker Delay
|
Chemicals |
Hold |
|
| 10.16.2020 |
DOW
|
Chemicals: Supply Constraints Intensify in CAV
|
Chemicals |
N/A |
|
| 10.16.2020 |
GRA
|
GRA: Affirm Buy on Event-Driven Optionality
|
Chemicals |
Buy |
|
| 10.16.2020 |
CTVA
|
CTVA: Raising Price Target as Activist Emerges
|
Chemicals |
Buy |
|
| 10.12.2020 |
DOW
|
Chemicals: Chart of the Day - FM Radio
|
Chemicals |
N/A |
|
| 10.08.2020 |
PPG
|
PPG: Coatings Comeback Continues; Raising Numbers
|
Chemicals |
Hold |
|
| 10.07.2020 |
RPM
|
RPM: Consumer Upside Drives Our Numbers Higher
|
Chemicals |
Hold |
|
| 10.07.2020 |
RPM
|
RPM: Consumer Bonanza Drives Impressive Upside in F1Q
|
Chemicals |
Hold |
|
| 10.06.2020 |
APD
|
Chemicals: Earnings Preview; The Comeback Trail
|
Chemicals |
N/A |
|
| 10.02.2020 |
APD
|
Chemicals: Chart of the Day - US Election Angles
|
Chemicals |
Hold |
|
| 09.30.2020 |
SHW
|
SHW: Investor Day; Onward and Upward
|
Chemicals |
Hold |
|
| 09.29.2020 |
ALB
|
ALB: Upgrade to Buy; Another Bite at the Apple
|
Chemicals |
Buy |
|
| 09.24.2020 |
SHW
|
SHW: Investor Day Preview; All Systems Go
|
Chemicals |
Hold |
|
| 09.21.2020 |
APD
|
Chemicals: PVC Rips As Operating Rates Remain Depressed
|
Chemicals |
N/A |
|
| 09.17.2020 |
APD
|
Chemicals: Chart of the Day - COTC Investment Now $200bn+
|
Chemicals |
Hold |
|
| 09.17.2020 |
APD
|
Chemicals: Eth-Gain or Eth-Pain? An Update on Ethane Feedstock
|
Chemicals |
N/A |
|
| 09.14.2020 |
DOW
|
DOW: Sheds More Non-Core Via Second Infrastructure Deal
|
Chemicals |
Hold |
|
| 09.11.2020 |
APD
|
Chemicals: Chart of the Day - Ocean Freight Spike
|
Chemicals |
Hold |
|
| 09.09.2020 |
HUN
|
HUN: Raising Numbers on Rebound in Polyurethanes
|
Chemicals |
Hold |
|
| 09.08.2020 |
APD
|
Chemicals: Back to School Guide
|
Chemicals |
N/A |
|
| 08.31.2020 |
APD
|
Chemicals: Positive Pricing Persists in Laura's Wake
|
Chemicals |
N/A |
|
| 08.24.2020 |
APD
|
Chemicals: PE Price Momentum Could Continue as Storms Approach
|
Chemicals |
N/A |
|
| 08.17.2020 |
CTVA
|
CTVA: Strategy Pillars: Enlist, Qrome, Brevant, New CPCs, Costs
|
Chemicals |
Buy |
|
| 08.17.2020 |
LYB
|
LYB: Upgrade to Buy; Paid to Wait With Positive Catalysts
|
Chemicals |
Buy |
|
| 08.10.2020 |
WLK
|
WLK: Affirm Buy; Maintain 2020E and Target After Decent 2Q
|
Chemicals |
Buy |
|
| 08.10.2020 |
OLN
|
OLN: Trough Looks a Bit Deeper; Trimming Numbers Exiting 2Q
|
Chemicals |
Hold |
|
| 08.09.2020 |
LTHM
|
LTHM: Trimming Another Nickel; Lithium Supply Length Persists
|
Chemicals |
Hold |
|
| 08.09.2020 |
ALB
|
ALB: Lithium in Low Gear...For Now; Trimming EPS
|
Chemicals |
Hold |
|
| 08.07.2020 |
UNVR
|
UNVR: Affirm Top Pick; Raising PT Following Strong 2Q Results
|
Chemicals |
Buy |
|
| 08.06.2020 |
UNVR
|
UNVR: Margin Propels Upside; New "S22" Plan to Drive Next Leg
|
Chemicals |
Buy |
|
| 08.06.2020 |
CTVA
|
CTVA: Maintain EPS After Choppy 2Q
|
Chemicals |
Buy |
|
| 08.06.2020 |
CTVA
|
CTVA: 2Q Reveals Mixed Trends; Guides Lower on FX
|
Chemicals |
Buy |
|
| 08.06.2020 |
WLK
|
WLK: Pretty Decent 2Q Given Tough Market Conditions
|
Chemicals |
Buy |
|
| 08.05.2020 |
ALB
|
ALB: 2Q EPS Strong; 3Q Guide Mixed With Lithium Down Q-Q
|
Chemicals |
Hold |
|
| 08.05.2020 |
OLN
|
OLN: Net Debt Nears 6x After 2Q Miss
|
Chemicals |
Hold |
|
| 08.05.2020 |
FMC
|
FMC: Margin Party On; Raising EPS and Target
|
Chemicals |
Buy |
|
| 08.05.2020 |
FMC
|
FMC: Beat a Bit, Raise a Bit; Superior Margin Drives Upside
|
Chemicals |
Buy |
|
| 08.04.2020 |
EMN
|
EMN: Good Riddance to 2Q; 2H Better Aided By Strong FCF
|
Chemicals |
Buy |
|
| 08.03.2020 |
EMN
|
EMN: CF Tracking Better Than EPS; Restructuring Ramping
|
Chemicals |
Buy |
|
| 08.03.2020 |
AXTA
|
AXTA: Maintain Buy, Raise PT as Steady Recovery Continues
|
Chemicals |
Buy |
|
| 08.02.2020 |
LIN
|
LIN: Cooking with Gas in 2Q; Raising EPS and Target
|
Chemicals |
Hold |
|
| 07.31.2020 |
LYB
|
LYB: Reducing EPS on Deeper Hole in 2Q; 3Q Looks Better
|
Chemicals |
Hold |
|
| 07.31.2020 |
LYB
|
LYB: Mixed Bag in 2Q; CF Looks Better than EBITDA
|
Chemicals |
Hold |
|
| 07.30.2020 |
GRA
|
GRA: Emerging From the Woods; Raising Target
|
Chemicals |
Buy |
|
| 07.30.2020 |
LIN
|
LIN: Impressive Beat and Raise as 2Q EPS Grew a Penny Q-Q
|
Chemicals |
Hold |
|
| 07.30.2020 |
GRA
|
GRA: 2Q EPS Beat Plus Some Progress on FCF, Balance Sheet
|
Chemicals |
Buy |
|
| 07.29.2020 |
CE
|
CE: Value with a Catalyst...or Several
|
Chemicals |
Buy |
|
| 07.29.2020 |
SHW
|
SHW: Mixing it Up; Raising Numbers on Superior Mix, Margins
|
Chemicals |
Hold |
|
| 07.29.2020 |
AXTA
|
AXTA: 2Q Miss; New Restructuring in the Works
|
Chemicals |
Buy |
|
| 07.28.2020 |
CE
|
CE: Acetyls Drive 2Q Beat; EM to Catch Up in 2H20
|
Chemicals |
Buy |
|
| 07.28.2020 |
HUN
|
HUN: Affirm Hold; Raising PT by $1 on Decent 2Q
|
Chemicals |
Hold |
|
| 07.28.2020 |
SHW
|
SHW: Monster Margins Fuel Impressive Beat and Raise
|
Chemicals |
Hold |
|
| 07.28.2020 |
HUN
|
HUN: PU and AM Propel Modest Upside in 2Q20
|
Chemicals |
Hold |
|
| 07.27.2020 |
RPM
|
RPM: Powering Through Pandemic; Raising Estimates and PT
|
Chemicals |
Hold |
|
| 07.27.2020 |
RPM
|
RPM: Beats and Raises; F1Q Comments Read Positive
|
Chemicals |
Hold |
|
| 07.24.2020 |
APD
|
APD: Price/Margin Superb; Trimming on Volume Trajectory
|
Chemicals |
Hold |
|
| 07.23.2020 |
DOW
|
DOW: Par on Second Hole? Raising PT With Mixed EPS Revisions
|
Chemicals |
Hold |
|
| 07.23.2020 |
APD
|
APD: F3Q20 EPS Beat by a Bit on Solid Price, Margins
|
Chemicals |
Hold |
|
| 07.23.2020 |
DOW
|
DOW: 2Q EPS Essentially In Line; New Restructuring on the Way
|
Chemicals |
Hold |
|
| 07.22.2020 |
APD
|
Chemicals: Chart of the Day - 2Q20 Volume Trends
|
Chemicals |
Hold |
|
