| 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 |
APD
|
Chemicals: Chart of the Day - Bullwhip Risk Alert
|
Chemicals |
Buy |
|
| 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 |
|
| 05.10.2022 |
CTVA
|
Chemicals: US Crop Planting Pace Quite Slow Thus Far
|
Chemicals |
N/A |
|
| 05.09.2022 |
UNVR
|
UNVR: Beats Big, Pulls Forward Investor Day Goals By One Year
|
Chemicals |
Buy |
|
| 05.09.2022 |
ALB
|
ALB: Hiking Numbers on Extraordinary Lithium Surge
|
Chemicals |
Hold |
|
| 05.06.2022 |
APD
|
APD: Raising EPS, Trimming PT After Solid F2Q Result
|
Chemicals |
Buy |
|
| 05.05.2022 |
CTVA
|
CTVA: Getting It Done; Raising EPS A Bit Despite Headwinds
|
Chemicals |
Hold |
|
| 05.05.2022 |
APD
|
APD: Posts Modest Upside, Affirms EPS Guide
|
Chemicals |
Buy |
|
| 05.04.2022 |
ALB
|
ALB: Clobbers Consensus on Lithium Surge
|
Chemicals |
Hold |
|
| 05.04.2022 |
CTVA
|
CTVA: Nice Start to 2022 Aided by Strong Pricing, CPC Volume
|
Chemicals |
Hold |
|
| 05.04.2022 |
LTHM
|
LTHM: Full Speed Ahead; Raising Just About Everything
|
Chemicals |
Buy |
|
| 05.03.2022 |
FMC
|
FMC: Running to Stand Still; Strong 1Q But Maintain EPS
|
Chemicals |
Hold |
|
| 05.03.2022 |
WLK
|
WLK: Raising Estimates and PT With All Cylinders Firing
|
Chemicals |
Buy |
|
| 05.03.2022 |
WLK
|
WLK: Big 1Q; Firing on All Cylinders
|
Chemicals |
Buy |
|
| 05.02.2022 |
FMC
|
FMC: Nice Upside in 1Q, Albeit Partly Borrowed From 2Q
|
Chemicals |
Hold |
|
| 05.02.2022 |
EMN
|
EMN: Moving Past Choppy 1Q; Raising EPS, Trimming PT
|
Chemicals |
Buy |
|
| 05.02.2022 |
CE
|
CE: Adding CE as Top Pick With EPS and CF on the Upswing
|
Chemicals |
Buy |
|
| 05.02.2022 |
LYB
|
LYB: I&D Steals Spotlight; Raising Estimates
|
Chemicals |
Buy |
|
| 04.29.2022 |
OLN
|
OLN: Raising Estimates As Growth Transition Takes Shape
|
Chemicals |
Buy |
|
| 04.29.2022 |
LYB
|
LYB: I&D Drives Nice Upside in 1Q; Spreads on the Upswing
|
Chemicals |
Buy |
|
| 04.28.2022 |
EMN
|
EMN: Earnings Lose Steam in 1Q But 2022 Range Intact
|
Chemicals |
Buy |
|
| 04.28.2022 |
CE
|
CE: Big Beat and EPS Raise Too as Prices Surge
|
Chemicals |
Buy |
|
| 04.28.2022 |
OLN
|
OLN: Beats and Raises 2022E; Inks New H2 JV Too
|
Chemicals |
Buy |
|
| 04.28.2022 |
LIN
|
LIN: Steady as She Goes With New Captain At Helm
|
Chemicals |
Buy |
|
| 04.28.2022 |
HUN
|
HUN: Raising Estimates; Value Over Volume Story Playing Out
|
Chemicals |
Buy |
|
| 04.28.2022 |
LIN
|
LIN: Beats, Raises On Strong Margin Expansion Ex Energy
|
Chemicals |
Buy |
|
| 04.28.2022 |
HUN
|
HUN: EPS Exceeds Pre-Release in 1Q; Guides Above For 2Q
|
Chemicals |
Buy |
|
| 04.27.2022 |
APD
|
Chemicals: Chart of the Day - When Stronger Means Weaker
|
Chemicals |
Buy |
|
| 04.27.2022 |
ECL
|
ECL: Trimming EPS But Energy Surcharges Bode Well
|
Chemicals |
Hold |
|
| 04.27.2022 |
SHW
|
SHW: Fundamentals Looking Up; Paring PT on Market Dynamics
|
Chemicals |
Hold |
|
| 04.26.2022 |
AXTA
|
AXTA: Solid Start; Raise Estimates, Maintain Hold
|
Chemicals |
Hold |
|
| 04.26.2022 |
ECL
|
ECL: 1Q A Touch Light Despite Better Institutional Results
|
Chemicals |
Hold |
|
| 04.26.2022 |
SHW
|
SHW: Solid 1Q Earnings; Affirms 2022 EPS Guide
|
Chemicals |
Hold |
|
| 04.25.2022 |
AXTA
|
AXTA: Nice Operating Upside in 1Q; 2Q Guide Brackets Street
|
Chemicals |
Hold |
|
| 04.25.2022 |
APD
|
APD: Green-Lights $2bn Sustainable Aviation Fuel Project in CA
|
Chemicals |
Buy |
|
| 04.22.2022 |
PPG
|
PPG: Trimming a Bit More Despite Solid 1Q Result
|
Chemicals |
Hold |
|
| 04.21.2022 |
PPG
|
PPG: Nice Operating Upside in 1Q; 2Q Guide Below Street
|
Chemicals |
Hold |
|
| 04.21.2022 |
DOW
|
DOW: Raising Target on Broad Price Momentum
|
Chemicals |
Hold |
|
| 04.21.2022 |
DOW
|
DOW: Strong Sales Drive Operating Upside in 1Q
|
Chemicals |
Hold |
|
| 04.14.2022 |
CTVA
|
CTVA: Downgrade to Hold on Headwinds With Stock Above PT
|
Chemicals |
Hold |
|
| 04.13.2022 |
APD
|
Chemicals: Chart of the Day: Fresh Perspective on Inflation
|
Chemicals |
Buy |
|
| 04.11.2022 |
APD
|
Chemicals: 1Q Earnings Preview; Calm Before The Storm?
|
Chemicals |
N/A |
|
| 04.08.2022 |
WLK
|
WLK: Inaugural Investor Day Sets Stage For Transformation
|
Chemicals |
Buy |
|
| 04.06.2022 |
RPM
|
RPM: Controllables Look Good; Raising Estimates
|
Chemicals |
Hold |
|
| 04.06.2022 |
RPM
|
RPM: Construction, Industrial Lines Drive Solid F3Q
|
Chemicals |
Hold |
|
| 04.01.2022 |
APD
|
Chemicals: Chart of the Day - It's a Wrap; Put a Wild Quarter in the Books
|
Chemicals |
Buy |
|
| 03.31.2022 |
CTVA
|
Agricultural Chemicals: Prospective Plantings Show Big Shift From Corn to Beans
|
Chemicals |
N/A |
|
| 03.30.2022 |
APD
|
Chemicals: Lithium and Clean Energy; A Fresh Look
|
Chemicals |
N/A |
|
| 03.28.2022 |
APD
|
Chemicals: Commodity Chemical Deep Dive Post-WPC
|
Chemicals |
N/A |
|
| 03.24.2022 |
APD
|
Chemicals: World Petrochemical Conference - Day One Highlights
|
Chemicals |
N/A |
|
| 03.17.2022 |
APD
|
Chemicals: Chart of the Day: Dry Powder and Who Might Use It
|
Chemicals |
Buy |
|
| 03.16.2022 |
APD
|
Chemicals: Pension Ascension; Analysis Reveals Plan Upgrades
|
Chemicals |
N/A |
|
| 03.14.2022 |
PPG
|
PPG: Dinner Highlights Good Path Despite Tough Environment
|
Chemicals |
Hold |
|
| 03.09.2022 |
LTHM
|
LTHM: Lithium Cycle Running Hot; Fireside Chat Highlights
|
Chemicals |
Buy |
|
| 03.08.2022 |
APD
|
Chemicals: Chart of the Day - Where the Sales Live
|
Chemicals |
Buy |
|
| 03.07.2022 |
HUN
|
HUN: 1Q EPS Tracking Above Par; Bumping Estimates
|
Chemicals |
Buy |
|
| 03.04.2022 |
APD
|
Chemicals: Oil Spikes And Chemical Stocks
|
Chemicals |
N/A |
|
| 03.01.2022 |
APD
|
Chemicals: Chart of the Day - Evolution of 2022 EPS Prospects Through Earnings Season
|
Chemicals |
Buy |
|
| 02.28.2022 |
WLK
|
WLK: Raising Estimates, Target for "New and Improved" WLK
|
Chemicals |
Buy |
|
| 02.25.2022 |
UNVR
|
UNVR: Right Stock For The Times; Raising Estimates and PT
|
Chemicals |
Buy |
|
| 02.23.2022 |
HUN
|
HUN: Affirm Buy After CFO Chat; Four Upgrade Paths Unfolding
|
Chemicals |
Buy |
|
| 02.22.2022 |
ALB
|
ALB: Raising EPS as Lithium Climbs S-Curve
|
Chemicals |
Hold |
|
| 02.18.2022 |
CE
|
CE: Transformation is Here; Inks Big Deal with DD
|
Chemicals |
Buy |
|
| 02.18.2022 |
LTHM
|
LTHM: Raising Numbers on Strong Lithium Price Momentum
|
Chemicals |
Buy |
|
| 02.16.2022 |
ECL
|
ECL: Cost Chase Continues; Trimming EPS
|
Chemicals |
Hold |
|
| 02.15.2022 |
HUN
|
HUN: Powerful 1-2-3 Punch; Affirm Buy and Raise Target
|
Chemicals |
Buy |
|
| 02.10.2022 |
LIN
|
LIN: Supertanker Cruising Through Choppier Seas
|
Chemicals |
Buy |
|
| 02.09.2022 |
FMC
|
FMC: Growth Back on Track; Raising Target
|
Chemicals |
Hold |
|
| 02.07.2022 |
EMN
|
EMN: Rebalancing Quarters on Kingsport Incident
|
Chemicals |
Buy |
|
| 02.07.2022 |
APD
|
APD: Fasten Seatbelts Please; Trimming EPS on Choppy F1Q
|
Chemicals |
Buy |
|
| 02.03.2022 |
CTVA
|
CTVA: Powering Through Headwinds; Maintain Buy and Target
|
Chemicals |
Buy |
|
| 02.02.2022 |
AXTA
|
AXTA: Downgrade to Hold as Price Momentum Underwhelms
|
Chemicals |
Hold |
|
| 01.31.2022 |
SHW
|
SHW: Maintain Target; Road to Normal Looks a Bit Longer
|
Chemicals |
Hold |
|
| 01.31.2022 |
LYB
|
LYB: Maintain Target As Transition Year Begins
|
Chemicals |
Buy |
|
| 01.31.2022 |
EMN
|
EMN: Hitting Stride in Advanced Materials; Raising Numbers
|
Chemicals |
Buy |
|
| 01.31.2022 |
CE
|
CE: Staying the Course After Mixed 4Q Results
|
Chemicals |
Buy |
|
| 01.28.2022 |
OLN
|
OLN: Traversing the Gulley With a Suitcase Full of Cash
|
Chemicals |
Buy |
|
| 01.27.2022 |
DOW
|
DOW: Untitled
|
Chemicals |
Hold |
|
| 01.25.2022 |
APD
|
Chemicals: Chart of the Day - Are Higher Rates Priced In Yet?
|
Chemicals |
Buy |
|
| 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 |
|
