Deep Dives - Chemicals

Date Ticker Title Vertical Rating (at time of publication)
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
    09.16.2019 APD
  • Chemicals: Oil Shock - Initial Thoughts
  • Chemicals N/A
    09.16.2019 ALB
  • ALB: Management Meeting Highlights ST vs LT Contrast
  • Chemicals Buy
    09.10.2019 ALB
  • Chemicals: Lithium Update from SQM; Full Speed Ahead on Capacity
  • Chemicals N/A
    09.10.2019 LIN
  • LIN: Steady as She Goes; MOE Tracking Well Thus Far
  • Chemicals Hold
    09.06.2019 LYB
  • LYB: Hedges Bets With New JV Deal in China
  • Chemicals Hold
    09.04.2019 APD
  • Chemicals: Where Risk Resides
  • Chemicals N/A
    08.28.2019 WLK
  • Chemicals: Geopolitics Hit FX; A Midsummer Night's Bad Dream?
  • Chemicals N/A
    08.20.2019 APD
  • Chemicals: Dividend Securities
  • Chemicals N/A
    08.08.2019 ALB
  • ALB: Refocuses on FCF With Downshift in Capex
  • Chemicals Buy
    08.08.2019 HUN
  • HUN: Large Divestiture Unlocks Value
  • Chemicals Buy
    08.07.2019 LTHM
  • LTHM: Lights at the End of Tunnel?
  • Chemicals Hold
    08.06.2019 WLK
  • WLK: Searching for a Bottom
  • Chemicals Hold
    08.06.2019 LIN
  • LIN: Impressive 2Q Drives Our Numbers Higher
  • Chemicals Hold
    08.05.2019 UNVR
  • UNVR: Affirm Buy; Optically Risky Yet Fundamentally Less So
  • Chemicals Buy
    08.02.2019 LYB
  • LYB: Trimming on Refinery and APS; O&P Tracking as Expected
  • Chemicals Hold
    08.01.2019 OLN
  • OLN: Trimming Estimates; If It's Not One Thing...
  • Chemicals Buy
    07.31.2019 FMC
  • FMC: The Case for a Longer Growth Runway
  • Chemicals Buy
    07.30.2019 HUN
  • HUN: Affirm Buy; Bouncing Along the Bottom Now?
  • Chemicals Buy
    07.29.2019 AXTA
  • AXTA: Pricing in Higher Gear as Strategic Review Proceeds
  • Chemicals Hold
    07.28.2019 APD
  • APD: Bucking the Trend in Asia; Raising Estimates and PT
  • Chemicals Hold
    07.26.2019 EMN
  • EMN: Trimming Numbers; In the Crosshairs of Geopolitics
  • Chemicals Buy
    07.25.2019 DOW
  • DOW: Cutting EPS Again; Cash Actions Reinforce Dividend Floor
  • Chemicals Hold
    07.24.2019 CE
  • CE: Mix in Flux as Commodities Outshine Specialties for Now
  • Chemicals Hold
    07.22.2019 RPM
  • RPM: Consumer Back on Track as Transformation Continues
  • Chemicals Sell
    07.19.2019 PPG
  • PPG: Bad Will Be Good Soon...
  • Chemicals Hold
    07.15.2019 APD
  • Chemicals: Earnings Preview; Still Searching for a Bottom
  • Chemicals N/A
    07.10.2019 CE
  • CE: New CEO Out of Blocks Well; Running to Transformation?
  • Chemicals Hold
    07.02.2019 CE
  • CE: Downgrade to Hold on Challenges in Acetyls and EM
  • Chemicals Hold
    07.01.2019 APD
  • Chemicals: Polymer Price Pressure Persists
  • Chemicals N/A
    06.26.2019 LYB
  • LYB: Fine Tuning For Fundamentals and Financial Engineering
  • Chemicals Hold
    06.21.2019 APD
  • Chemicals: Materials Conference Highlights - Chemicals
  • Chemicals N/A
    06.19.2019 AXTA
  • AXTA: Still for Sale? Initiates Review of Strategic Alternatives
  • Chemicals Hold
    06.10.2019 LYB
  • LYB: Going Dutch; Timing Looks Right for $3bn Tender
  • Chemicals Hold
    06.05.2019 PPG
  • PPG: Aerospace Deep Dive Plus Bomber Run
  • Chemicals Hold
    05.31.2019 APD
  • Chemicals: Chart of the Day - Mexico in the Crosshairs
  • Chemicals Hold
    05.16.2019 HUN
  • HUN: MDI Price Hike on the Table; Other Lines Look Steady
  • Chemicals Buy
    05.09.2019 LTHM
  • LTHM: Moving to Hold as Hydroxide Thesis is Compromised
  • Chemicals Hold
    04.25.2019 APD
  • APD: Downgrading to Hold on Strength, Valuation
  • Chemicals Hold
    04.18.2019 DWDP
  • DWDP: Sharpening Pencil on 1Q to Reflect Corteva Timing
  • Chemicals Buy
    04.15.2019 APD
  • Chemicals: Earnings Preview; Running Uphill Against the Clock
  • Chemicals N/A
    04.11.2019 TROX
  • TROX: Cristal Closed; Cash to Come
  • Chemicals Buy
    04.04.2019 RPM
  • RPM: Spring is in the Air and in Consumer's Step
  • Chemicals Sell
    04.02.2019 LIN
  • LIN: Raising PT; Tonnage Strategies Support Industry Returns
  • Chemicals Hold
    04.01.2019 DWDP
  • DWDP: Resetting Target to Reflect DOW Spin-Off
  • Chemicals Buy
    04.01.2019 DOW
  • DOW: Initiating at Hold; Nice Yield Vehicle in Middle Gear
  • Chemicals Hold
    03.27.2019 WLK
  • WLK: First Drop in 18 Months at Double the C-Corp Multiple
  • Chemicals Hold
    03.25.2019 WLK
  • WLK: CFO Meeting Spotlights Cycle, Mix, Growth and an Option
  • Chemicals Hold
    03.21.2019 APD
  • Chemicals: Not So Super After All?
  • Chemicals N/A
    03.19.2019 TROX
  • TROX: Cristal Merger Moves to Commissioner Review
  • Chemicals Buy
    03.18.2019 HUN
  • HUN: Still Searching for Bottom; Reducing Numbers Accordingly
  • Chemicals Buy
    03.15.2019 DWDP
  • DWDP: CEO Meeting Update on Portfolio and Operations
  • Chemicals Buy
    03.11.2019 APD
  • Chemicals: Commodity Chemical Calculus; Swimming in Inventory
  • Chemicals N/A
    03.08.2019 APD
  • Chemicals: Top Picks Change; Swapping CC for LTHM
  • Chemicals N/A
    03.01.2019 FMC
  • FMC: Resetting Target to Reflect Livent Spin-Off
  • Chemicals Buy
    02.26.2019 DWDP
  • DWDP: Spin Class Two; New Dow Features Cash Flow and Yield
  • Chemicals Buy
    02.22.2019 DWDP
  • DWDP: Spin Class One; Sell-Side Analyst Event Takeaways
  • Chemicals Buy
    02.14.2019 OLN
  • OLN: Catalysts in 2021 Render Cycle Option Inexpensive
  • Chemicals Buy
    01.29.2019 ALB
  • Chemicals: Lithium Landscape; Mountains and Molehills in Chile
  • Chemicals N/A
    01.24.2019 LYB
  • LYB: Crude Thoughts; Maya "K-Factor" Tanks Crack Spread
  • Chemicals Hold
    01.22.2019 LIN
  • LIN: New $6bn Repo Plan is a Step in the Right Direction
  • Chemicals Hold
    01.16.2019 SHW
  • SHW: Right-sizing for Reality
  • Chemicals Hold
    01.15.2019 AIR-FR
  • Vertical Research Partners Top Picks - VRP Top Picks for 2019
  • Chemicals N/A
    01.11.2019 APD
  • Chemicals: Chart of the Day - Revenge of the Commodities?
  • Chemicals Buy
    01.10.2019 APD
  • Chemicals: Commodity Chemical Calculus; Houston, We've Bottomed
  • Chemicals N/A
    01.08.2019 DWDP
  • DWDP: China Trait Approvals Brighten Ag Outlook
  • Chemicals Buy
    01.07.2019 APD
  • Chemicals: China and Europe Weakness Weigh on Operating Rate
  • Chemicals N/A
    01.03.2019 UNVR
  • UNVR: Upgrade to Buy; NXEO Deal Amplifies Growth Not Risk
  • Chemicals Buy
    01.03.2019 RPM
  • RPM: Downgrade to Sell as Margin of Safety Wears Thin
  • Chemicals Sell
    01.03.2019 APD
  • Chemicals: Upgrading US Chemicals to Overweight
  • Chemicals N/A
    12.20.2018 AXTA
  • AXTA: 2019 Outlook Mixed; FCF Lends Support
  • Chemicals Hold
    12.17.2018 APD
  • Chemicals: Chart of the Day - Dry Powder for Self Defense
  • Chemicals Buy
    12.12.2018 APD
  • Chemicals: Commodity Chemical Calculus; Unhappy Holidays
  • Chemicals N/A
    12.07.2018 APD
  • Chemicals: A Brief Study of End Market Exposures
  • Chemicals N/A
    12.05.2018 TROX
  • TROX: Are You Not Entertained? Is This Not Why You Are Here?
  • Chemicals Buy
    12.04.2018 FMC
  • FMC: Investor Day Highlights Growth and Granularity
  • Chemicals Buy
    11.29.2018 RPM
  • RPM: Investor Day Maps Aggressive Path for 2021
  • Chemicals Hold
    11.28.2018 VNTR
  • VNTR: Focusing on Execution While Market Remains in Flux
  • Chemicals Hold
    11.27.2018 ALB
  • Chemicals: Lithium Landscape; Spotlight on Hydroxide
  • Chemicals N/A
    11.21.2018 ALB
  • ALB: Shifting Chips to Second JV in Australia
  • Chemicals Buy
    11.20.2018 APD
  • Chemicals: Commodity Chemical Calculus; Export Bids Ebb
  • Chemicals N/A
    11.20.2018 APD
  • Chemicals: The Price of Success; A Brief Study of Pricing Power
  • Chemicals N/A
    11.19.2018 LTHM
  • LTHM: Lithium Learnings From Livent; Affirm Buy on LTHM
  • Chemicals Buy
    10.04.2016 UNVR
  • A Time for Value; Chemicals Investing in a "3L" World
  • Chemicals N/A

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