| 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 |
|
