Deep Dives - Chemicals

Date Ticker Title Vertical Rating (at time of publication)
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
    07.20.2020 CE
  • CE: Affirm Buy; Thumbs Up on Polyplastics Deal
  • Chemicals Buy
    07.20.2020 PPG
  • PPG: A Tale of Two Segments; Raising PT on Balance
  • Chemicals Hold
    07.16.2020 PPG
  • PPG: Performance Coatings Drives Sizeable Earnings Beat
  • Chemicals Hold
    07.15.2020 OLN
  • OLN: Sutton to Succeed Fischer as CEO
  • Chemicals Hold
    07.14.2020 CE
  • Chemicals: EC Ethylene Investigation Nicks CE; WLK Unscathed
  • Chemicals N/A
    07.07.2020 APD
  • APD: Going Green via a New $5bn H2/NH3 JV in Saudi
  • Chemicals Hold
    07.06.2020 OLN
  • Chemicals: Earnings Preview: Smoother Sailing or Eye of the Storm?
  • Chemicals N/A
    06.30.2020 CTVA
  • Chemicals / Agriculture: Corn Price Surges as USDA Now Projects Far Fewer Acres
  • Chemicals N/A
    06.29.2020 APD
  • Chemicals: Initial Thoughts on BP's $5bn Petrochemicals Divestiture
  • Chemicals N/A
    06.24.2020 APD
  • Chemicals: Constructive on Construction...Tactically That Is
  • Chemicals N/A
    06.22.2020 WLK
  • WLK: Resin Price Inflection is Here; Affirm Buy
  • Chemicals Buy
    06.17.2020 SHW
  • SHW: CFO Meeting Highlights; Controllables Look Good
  • Chemicals Hold
    06.16.2020 CTVA
  • CTVA: Upgrade to Buy; Near-Term Positives, Long-Term Growth
  • Chemicals Buy
    06.11.2020 APD
  • Chemicals, EE/MI and Flow Control: Chemicals Capex Cuts and Impacts for Suppliers
  • Chemicals N/A
    06.08.2020 PPG
  • PPG: New Restructuring Should Support Margins in 2H20+
  • Chemicals Hold
    06.04.2020 CTVA
  • Chemicals: CTVA Could Benefit as US Appeals Court Hits Dicamba
  • Chemicals N/A
    06.01.2020 CTVA
  • CTVA: Reducing Estimates, Mainly on Corn Acreage and FX
  • Chemicals Hold
    05.29.2020 GRA
  • GRA: On the Road to Recovery; CEO, CFO Meeting Highlights
  • Chemicals Buy
    05.21.2020 DOW
  • DOW: Meeting Highlights; FCF Looks Better Than EPS For Now
  • Chemicals Hold
    05.21.2020 DOW
  • DOW: Meeting Highlights; FCF Looks Better Than EPS For Now
  • Chemicals Hold
    05.18.2020 APD
  • APD: New Deal In Indonesia Broadens Gasification Scope
  • Chemicals Hold
    05.15.2020 APD
  • Chemicals: Earnings Scorecard; Land Rush for Cash Underway
  • Chemicals N/A
    05.12.2020 LTHM
  • LTHM: Leverage Could Approach 6x; Debt Climbs as Earnings Ebb
  • Chemicals Hold
    05.11.2020 UNVR
  • UNVR: Adding a Nickel, Maintaining PT After Solid Start in 1Q
  • Chemicals Buy
    05.11.2020 UNVR
  • UNVR: Good Start to Earnings in 1Q; Cutting Costs and Capex
  • Chemicals Buy
    05.10.2020 LIN
  • LIN: New Era for Capital Allocation; Trimming on FX, Volume
  • Chemicals Hold
    05.08.2020 CTVA
  • CTVA: Pricing and Volume Positive; FX Clouds Outlook
  • Chemicals Hold
    05.07.2020 ALB
  • ALB: Firing on Enough Cylinders; Raising Numbers
  • Chemicals Hold
    05.07.2020 CTVA
  • CTVA: Impressive 1Q Aided by Early Start to Season; Pulls Guide
  • Chemicals Hold
    05.07.2020 LIN
  • LIN: 1Q Solid; Cutting a Wider Swath for 2020
  • Chemicals Hold
    05.06.2020 ALB
  • ALB: Margins Drive Nice Upside in 1Q; Trims Capex Further
  • Chemicals Hold
    05.06.2020 AXTA
  • AXTA: Looking Ahead to Better Days; Until Then 2Q Looks Tough
  • Chemicals Buy
    05.06.2020 FMC
  • FMC: Affirm Buy; Powering Through Pandemic
  • Chemicals Buy
    05.06.2020 AXTA
  • AXTA: 1Q in Line; Capex Halved, Cost Cuts Accelerated
  • Chemicals Buy
    05.05.2020 FMC
  • FMC: 1Q Beat on LatAm; Guides 2Q Lower on FX, COVID Risk
  • Chemicals Buy
    05.04.2020 WLK
  • WLK: A Season That Wasn't; Reducing Numbers on NT Pressure
  • Chemicals Buy
    05.04.2020 WLK
  • WLK: 1Q Beats on Olefins, Corporate and Tax; Cutting Capex
  • Chemicals Buy
    05.04.2020 EMN
  • EMN: Affirm Top Pick; Top of the Class in FCF Yield
  • Chemicals Buy
    05.04.2020 HUN
  • HUN: Moving to Hold; Deeper Thoughts for 2Q+
  • Chemicals Hold
    05.04.2020 GRA
  • GRA: Braking for U-Turn? Maintain Buy with $60 PT
  • Chemicals Buy
    05.03.2020 LYB
  • LYB: Reducing Estimates on Non-Controllables
  • Chemicals Hold
    05.01.2020 LYB
  • LYB: 1Q in Line; Cutting Capex, Costs Given Tough Conditions
  • Chemicals Hold
    05.01.2020 HUN
  • HUN: PP and AM Drive Beat in 1Q; Capex -30%
  • Chemicals Buy
    04.30.2020 EMN
  • EMN: Nice Upside in 1Q; Capex Cut and WC Enhance FCF
  • Chemicals Buy
    04.30.2020 OLN
  • OLN: Moving to Hold; Trough Too Deep for Comfort
  • Chemicals Hold
    04.30.2020 DOW
  • DOW: Managing Controllables Well; Energy in Another Category
  • Chemicals Hold
    04.30.2020 DOW
  • DOW: Coping Well With Tougher Conditions; 1Q in Line
  • Chemicals Hold
    04.29.2020 OLN
  • OLN: Rough Sledding Ahead; Lower Earnings, Higher Leverage
  • Chemicals Buy
    04.29.2020 SHW
  • SHW: Better Lucky and Good? Trimming Less Than Feared
  • Chemicals Hold
    04.29.2020 SHW
  • SHW: Impressive 1Q; Guides EPS Lower (But There is A Range)
  • Chemicals Hold
    04.28.2020 CE
  • CE: FCF Rising Faster Than Earnings Are Falling
  • Chemicals Buy
    04.28.2020 PPG
  • PPG: Headwinds Abound; Reducing EPS Through 2021E
  • Chemicals Hold
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