| 03.26.2020 |
APD
|
Chemicals: Warming Up and Sizing Down
|
Chemicals |
N/A |
|
| 03.18.2020 |
APD
|
Chemicals: Chart of the Day - Liquidity is the Lifeblood
|
Chemicals |
Hold |
|
| 03.18.2020 |
APD
|
Chemicals: Capex Cut Calculus
|
Chemicals |
N/A |
|
| 03.10.2020 |
APD
|
Chemicals: What is Normal? A Brief Update on Normalized Multiples
|
Chemicals |
N/A |
|
| 03.09.2020 |
APD
|
Chemicals: Oil Price War Implications
|
Chemicals |
N/A |
|
| 03.09.2020 |
APD
|
Chemicals: Oil Price War Implications
|
Chemicals |
N/A |
|
| 03.06.2020 |
APD
|
Chemicals: Chart of the Day - Limbo Levels
|
Chemicals |
Hold |
|
| 03.05.2020 |
APD
|
Chemicals: Pension Dimensions; A Brief Update on Plans and Trends
|
Chemicals |
N/A |
|
| 03.02.2020 |
APD
|
Chemicals: COVID Crash Playbook
|
Chemicals |
N/A |
|
| 02.25.2020 |
UNVR
|
UNVR: A Bridge Too Far? 2020 EBITDA Outlook Fine; FCF is Not
|
Chemicals |
Buy |
|
| 02.25.2020 |
UNVR
|
UNVR: US Earnings Still Trending Down; Leverage Looking Better
|
Chemicals |
Buy |
|
| 02.21.2020 |
LTHM
|
LTHM: Downgrade to Sell As Cash Burn Accelerates
|
Chemicals |
Sell |
|
| 02.21.2020 |
ALB
|
ALB: Moving to Hold; Lithium Recovery Option More Expensive
|
Chemicals |
Hold |
|
| 02.19.2020 |
ALB
|
ALB: Catalysts, Bromine Help ALB Through Lithium Transition
|
Chemicals |
Buy |
|
| 02.19.2020 |
WLK
|
WLK: Virus vs. Value; Trough Deepens But Thesis Intact
|
Chemicals |
Buy |
|
| 02.18.2020 |
WLK
|
WLK: Tough Finish to a Challenging Year
|
Chemicals |
Buy |
|
| 02.14.2020 |
LIN
|
LIN: Four Parallel Paths to Growth; Raising Numbers
|
Chemicals |
Hold |
|
| 02.13.2020 |
HUN
|
HUN: Visibility Catches Virus; Reducing Numbers in 1H20
|
Chemicals |
Buy |
|
| 02.13.2020 |
HUN
|
HUN: 4Q in Line Operationally; Still Tough Out There
|
Chemicals |
Buy |
|
| 02.12.2020 |
APD
|
Chemicals: Chart of the Day - Coatings Industry Sales and Margin Trends
|
Chemicals |
Hold |
|
| 02.06.2020 |
FMC
|
FMC: Lots of Ways to Grow; Raising EPS and Target
|
Chemicals |
Buy |
|
| 02.05.2020 |
FMC
|
FMC: Americas and Asia Drive Strong Finish to 2019
|
Chemicals |
Buy |
|
| 02.05.2020 |
OLN
|
OLN: Trees Look Better Than the Forest Right Now
|
Chemicals |
Buy |
|
| 02.05.2020 |
OLN
|
OLN: 4Q Results in the Ballpark; Outlook Remains Challenging
|
Chemicals |
Buy |
|
| 02.04.2020 |
GRA
|
GRA: Slow But Too Low?
|
Chemicals |
Buy |
|
| 02.04.2020 |
GRA
|
GRA: Catalysts Drive Solid 4Q; Guides 2020 EPS In Line
|
Chemicals |
Buy |
|
| 02.03.2020 |
AXTA
|
AXTA: A Tale of Two Coatings Businesses
|
Chemicals |
Hold |
|
| 02.03.2020 |
SHW
|
SHW: 2020 Looks a Lot Like 2019
|
Chemicals |
Hold |
|
| 02.03.2020 |
EMN
|
EMN: Pulling Lots of Levers to Mitigate Pressure
|
Chemicals |
Buy |
|
| 02.03.2020 |
LYB
|
LYB: Biding Time with S-D Slack; Reducing EPS and PT
|
Chemicals |
Hold |
|
| 01.31.2020 |
CE
|
CE: What You See is What You Get? Reducing Numbers
|
Chemicals |
Hold |
|
| 01.31.2020 |
LYB
|
LYB: 4Q Light on Broad-Based Petrochemicals Weakness
|
Chemicals |
Hold |
|
| 01.30.2020 |
CE
|
CE: 4Q Well Short; Guides 2020 EPS to Low End
|
Chemicals |
Hold |
|
| 01.30.2020 |
EMN
|
EMN: Clears Bar Aided by AM; Lower Guide Not a Shocker
|
Chemicals |
Buy |
|
| 01.30.2020 |
CTVA
|
CTVA: 2020 Looking Up; Rising EPS, PT on Solid 4Q, Outlook
|
Chemicals |
Hold |
|
| 01.30.2020 |
SHW
|
SHW: 4Q Earnings Miss; SSS Comes in Light
|
Chemicals |
Hold |
|
| 01.30.2020 |
CTVA
|
CTVA: Solid Finish in 2019; Guides 2020 EPS in Line
|
Chemicals |
Hold |
|
| 01.29.2020 |
DOW
|
DOW: 2020 Earnings Vision Looks Flat
|
Chemicals |
Hold |
|
| 01.29.2020 |
DOW
|
DOW: Beats Despite Plastics Pressure; Writedowns Sizeable
|
Chemicals |
Hold |
|
| 01.27.2020 |
APD
|
APD: Still Delivering; Trimming a Nickel on Jazan Timing
|
Chemicals |
Hold |
|
| 01.27.2020 |
APD
|
Chemicals: ESG Scorecard; Initial Thoughts on a Surging Trend
|
Chemicals |
N/A |
|
| 01.24.2020 |
APD
|
APD: Beats as Strong Volume, Healthy Price Boost Margins
|
Chemicals |
Hold |
|
| 01.22.2020 |
HUN
|
HUN: Covestro Project Delay Bodes Well for MDI
|
Chemicals |
Buy |
|
| 01.22.2020 |
AIR-FR
|
Vertical Research Partners Top Picks - VRP Top Picks for 2020
|
Chemicals |
N/A |
|
| 01.21.2020 |
WLK
|
WLK: Upgrade to Buy on Vinyl Growth Angles
|
Chemicals |
Buy |
|
| 01.16.2020 |
PPG
|
PPG: Bar Looks Low Enough; Trimming EPS on Mixed Trends
|
Chemicals |
Hold |
|
| 01.16.2020 |
PPG
|
PPG: Guides Below for 2020; 4Q Light on Industrial, Corporate
|
Chemicals |
Hold |
|
| 01.08.2020 |
RPM
|
RPM: Adding a Nickel on Solid F2Q Results
|
Chemicals |
Hold |
|
| 01.08.2020 |
RPM
|
RPM: Margins Drive Upside in F2Q; Affirms EPS Range for F2020
|
Chemicals |
Hold |
|
| 01.07.2020 |
LTHM
|
LTHM: Cutting Numbers; Affirm Hold as Lithium Pressure Persists
|
Chemicals |
Hold |
|
| 01.07.2020 |
APD
|
Chemicals: 2020 Foresight; Welcome to the Trough?
|
Chemicals |
N/A |
|
| 12.19.2019 |
CTVA
|
CTVA: Initiating Coverage at Hold; Headwinds Persist in 2020
|
Chemicals |
Hold |
|
| 12.13.2019 |
ALB
|
ALB: Investor Day Balances Growth With Better FCF
|
Chemicals |
Buy |
|
| 12.11.2019 |
DOW
|
DOW: Reducing Estimates for 4Q and 2020E
|
Chemicals |
Hold |
|
| 12.11.2019 |
LYB
|
LYB: Highlights From CEO Meetings in NY
|
Chemicals |
Hold |
|
| 12.06.2019 |
HUN
|
HUN: Déjà vu; Spray Foam Deal Two
|
Chemicals |
Buy |
|
| 11.26.2019 |
APD
|
Chemicals: Oil Refineries: Chemical Plants of the Future
|
Chemicals |
N/A |
|
| 11.15.2019 |
APD
|
Chemicals: A Global Growth Juggernaut: SABIC + Aramco
|
Chemicals |
N/A |
|
| 11.13.2019 |
LIN
|
LIN: Raising Numbers on Margin Strength
|
Chemicals |
Hold |
|
| 11.12.2019 |
LIN
|
LIN: Impressive Margins Drive Beat and Raise
|
Chemicals |
Hold |
|
| 11.08.2019 |
ALB
|
ALB: A Day of Reckoning; Cutting Estimates on Lithium Price
|
Chemicals |
Buy |
|
| 11.07.2019 |
APD
|
APD: An Amicable Divorce? Price, Projects Propel Profit, Not IP
|
Chemicals |
Hold |
|
| 11.07.2019 |
APD
|
APD: Margin Drives EBITDA Upside; Guides F2020 Above Street
|
Chemicals |
Hold |
|
| 11.06.2019 |
ALB
|
ALB: 2020 is Shaping Up to Be a Transition Year
|
Chemicals |
Buy |
|
| 11.06.2019 |
LTHM
|
LTHM: Earnings Stalemate; Affirm Hold as Lithium Market Settles
|
Chemicals |
Hold |
|
| 11.06.2019 |
LTHM
|
LTHM: Guides Lower After 3Q In Line; Inks New MOU With LG
|
Chemicals |
Hold |
|
| 11.06.2019 |
WLK
|
WLK: Cost Relief Drives 3Q Upside; Raising Target
|
Chemicals |
Hold |
|
| 11.05.2019 |
UNVR
|
UNVR: Affirm Buy; 3Q Results Suggest Thesis Intact
|
Chemicals |
Buy |
|
| 11.05.2019 |
WLK
|
WLK: Vinyls Drives 3Q Earnings Upside
|
Chemicals |
Hold |
|
| 11.05.2019 |
UNVR
|
UNVR: 3Q in Line; Guides 4Q Lower But We're Nearly There
|
Chemicals |
Buy |
|
| 11.04.2019 |
LYB
|
LYB: Weathering the (Supply) Storm Well
|
Chemicals |
Hold |
|
| 11.04.2019 |
OLN
|
OLN: Tough for Now But Catalyst Rich Starting 4Q20
|
Chemicals |
Buy |
|
| 11.01.2019 |
LYB
|
LYB: 3Q Nearly In Line Thanks to O&P Americas Strength
|
Chemicals |
Hold |
|
| 10.31.2019 |
OLN
|
OLN: Guides EBITDA Down Sharply After Decent 3Q
|
Chemicals |
Buy |
|
| 10.31.2019 |
WLK
|
WLK: Exercise is Good For You...and Westlake
|
Chemicals |
Hold |
|
| 10.30.2019 |
FMC
|
FMC: Don't Look Now But...
|
Chemicals |
Buy |
|
| 10.29.2019 |
FMC
|
FMC: Beat and Raise; Sales and Margins Both in Gear
|
Chemicals |
Buy |
|
| 10.29.2019 |
APD
|
APD: Jazan Project Grows with Positive Implications for EPS
|
Chemicals |
Hold |
|
| 10.28.2019 |
AXTA
|
AXTA: Elephant Still In Room; Looks Pretty Good Otherwise
|
Chemicals |
Hold |
|
| 10.28.2019 |
HUN
|
HUN: Time for Another Haircut; Thesis Intact Though
|
Chemicals |
Buy |
|
| 10.25.2019 |
EMN
|
EMN: Medicine Makes You Better?
|
Chemicals |
Buy |
|
| 10.25.2019 |
HUN
|
HUN: 3Q Light Across the Board; Pressure Extends to 4Q
|
Chemicals |
Buy |
|
| 10.25.2019 |
EMN
|
EMN: Guides 2019 EPS Lower; 3Q Light, 4Q Lighter
|
Chemicals |
Buy |
|
| 10.24.2019 |
GRA
|
GRA: Managing Well Through Adversity
|
Chemicals |
Buy |
|
| 10.24.2019 |
DOW
|
DOW: Raising Numbers; Earnings, CF Looking Up
|
Chemicals |
Hold |
|
| 10.24.2019 |
DOW
|
DOW: Beats on Plastics and Cost Management
|
Chemicals |
Hold |
|
| 10.23.2019 |
SHW
|
SHW: Hiking Numbers on Impressive Quarter All Around
|
Chemicals |
Hold |
|
| 10.22.2019 |
CE
|
CE: Trimming Numbers; Face-Up Cards Look Tougher
|
Chemicals |
Hold |
|
| 10.22.2019 |
SHW
|
SHW: Beats on Store Strength in TAG, Margin Upside
|
Chemicals |
Hold |
|
| 10.21.2019 |
CE
|
CE: 3Q EBIT Light; Guides 2019 EPS Lower on Plant Outage
|
Chemicals |
Hold |
|
| 10.17.2019 |
PPG
|
PPG: EPS in a Holding Pattern, But Margins Look Better
|
Chemicals |
Hold |
|
| 10.17.2019 |
PPG
|
PPG: Price, Margin, Tax Drive 3Q Upside; 4Q Looks Softer
|
Chemicals |
Hold |
|
| 10.15.2019 |
APD
|
Chemicals: The Idio Guide to Chemicals
|
Chemicals |
N/A |
|
| 10.08.2019 |
APD
|
Chemicals: Earnings Preview; Sunset of the Cycle?
|
Chemicals |
N/A |
|
| 10.03.2019 |
RPM
|
RPM: Upgrading One Notch; Adding a Nickel to F2020 EPS
|
Chemicals |
Hold |
|
| 10.02.2019 |
RPM
|
RPM: Restructuring Drives F1Q Beat; Affirms F2020 EPS
|
Chemicals |
Sell |
|
| 09.30.2019 |
HUN
|
HUN: Portfolio Evolution Continues; Affirm Buy
|
Chemicals |
Buy |
|
| 09.24.2019 |
LYB
|
LYB: Back to the Future? Investor Day Highlights FCF Prospects
|
Chemicals |
Hold |
|
| 09.19.2019 |
APD
|
Chemicals: Chart of the Day - Petrochemical Spike Could be Short-Lived
|
Chemicals |
Hold |
|
| 09.18.2019 |
PWR
|
Vertical Research Partners Top Picks - Remainder of 2019 Update
|
Chemicals |
N/A |
|
