Deep Dives - Chemicals

Date Ticker Title Vertical Rating (at time of publication)
11.28.2022 UNVR
  • UNVR: No Deal Yet, But Univar Is In Play; Raising Target
  • Chemicals Buy
    11.21.2022 APD
  • Chemicals: Chart of the Day - On Track or Off the Rails?
  • Chemicals Buy
    11.18.2022 FMC
  • FMC: Delivering on Promises; Raising PT After Meetings
  • Chemicals Hold
    11.16.2022 AXTA
  • AXTA: New CEO Brings Ample Industrial, Operating Experience
  • Chemicals Hold
    11.15.2022 APD
  • Chemicals: Chart of the Day - Three PPI Data Points Make a Trend
  • Chemicals Buy
    11.15.2022 WLK
  • WLK: Management Dinner Highlights; Raising Numbers
  • Chemicals Buy
    11.11.2022 CTVA
  • Chemicals: Ag Doubleheader; A Refresher On Key Industry Trends
  • Chemicals N/A
    11.10.2022 APD
  • Chemicals: Chart of the Day - Micro-Cycles
  • Chemicals Buy
    11.08.2022 APD
  • Chemicals: 3Q22 Review; Belts Tighten as Transition Unfolds
  • Chemicals N/A
    11.07.2022 ALB
  • ALB: Lithium Prices Not Peaking Just Yet; Raising Numbers
  • Chemicals Hold
    11.07.2022 CE
  • CE: Staying the Course Despite Tough Start With M&M
  • Chemicals Buy
    11.07.2022 CTVA
  • CTVA: Executing Nicely on Plan; Raising 2023E and Target
  • Chemicals Hold
    11.04.2022 HUN
  • HUN: In Good Shape For Downturn; Still Trimming Though
  • Chemicals Buy
    11.04.2022 APD
  • APD: Calm Through the Chaos; Raising EPS and Target
  • Chemicals Buy
    11.03.2022 WLK
  • WLK: Reining In Estimates As Downturn Gains Momentum
  • Chemicals Buy
    11.03.2022 UNVR
  • UNVR: Next-Stage Evolution Underway; Raising EPS, Target
  • Chemicals Buy
    11.02.2022 FMC
  • FMC: Earnings Growth on Track; Raising Target
  • Chemicals Hold
    11.02.2022 LTHM
  • LTHM: Maintain Estimates, Target as Lithium Price Plateaus
  • Chemicals Hold
    11.02.2022 ECL
  • ECL: Trimming Numbers on Healthcare, FX, Interest, Pension
  • Chemicals Hold
    10.31.2022 EMN
  • EMN: Tough 2H23; Fibers Prospects Encouraging for 2023E
  • Chemicals Buy
    10.31.2022 LYB
  • LYB: Rough Sledding; Reducing Estimates Again
  • Chemicals Hold
    10.28.2022 LIN
  • LIN: Resilient Growth on Track; Raising Estimates and Target
  • Chemicals Buy
    10.27.2022 EMN
  • EMN: 3Q EBIT Light Albeit With Good Mix; Guides 4Q EPS Down
  • Chemicals Buy
    10.27.2022 OLN
  • OLN: Unleashing Financial Firepower; Raising Numbers
  • Chemicals Buy
    10.27.2022 LIN
  • LIN: Impressive 3Q Sales and EPS; 4Q Guide More Cautious
  • Chemicals Buy
    10.26.2022 OLN
  • OLN: 3Q, 4Q Outlook In Line As Robust Repurchases Continue
  • Chemicals Buy
    10.26.2022 AXTA
  • AXTA: Commercial Courage to Come? Trimming EPS For Now
  • Chemicals Hold
    10.25.2022 AXTA
  • AXTA: Strong Volume Drives Solid 3Q; 4Q Guide Softer Though
  • Chemicals Hold
    10.25.2022 SHW
  • SHW: GM Uplift in Gear and Volume Too; Raising Numbers
  • Chemicals Hold
    10.25.2022 APD
  • Chemicals: Chart of the Day - The Mississippi Limbo
  • Chemicals Buy
    10.25.2022 SHW
  • SHW: Impressive 3Q; Affirms Range for 2022E
  • Chemicals Hold
    10.21.2022 DOW
  • DOW: Pulling Levers to Manage EU, Energy Challenges
  • Chemicals Hold
    10.20.2022 PPG
  • PPG: Changing of the Guard; New Cost Cuts Too As Cycle Turns
  • Chemicals Buy
    10.19.2022 ALB
  • Chemicals: Battery Materials Update; Sustainable Supply In Focus
  • Chemicals N/A
    10.14.2022 APD
  • Chemicals: Chart of the Day - PE Resin Export Angles
  • Chemicals Buy
    10.10.2022 PPG
  • PPG: More Pain in Chemicals; Trimming EPS, PT on Pre-Release
  • Chemicals Buy
    10.10.2022 RPM
  • RPM: MAP and CPG In Spotlight At Investor Day
  • Chemicals Hold
    10.07.2022 APD
  • Chemicals: Chart of the Day - Fresh Looks At Leverage
  • Chemicals Buy
    10.05.2022 RPM
  • RPM: Off To A Good Start in F2023 Thanks to Pricing, MAP
  • Chemicals Hold
    10.05.2022 RPM
  • RPM: Consumer Resurgence Drives F1Q23 Upside; Guide Good
  • Chemicals Hold
    10.03.2022 APD
  • Chemicals: Chemicals 3Q22 Earnings Preview: Into the Abyss?
  • Chemicals N/A
    09.29.2022 APD
  • Chemicals: Chart of the Day - Ominous Not Anomalous
  • Chemicals Buy
    09.21.2022 CE
  • Chemicals: Petrochemical Call Highlights Plus Additional EPS Cuts
  • Chemicals N/A
    09.19.2022 DOW
  • Chemicals: Another Round of EPS Cuts With More Likely to Come
  • Chemicals N/A
    09.14.2022 CTVA
  • CTVA: Investor Day Highlights Growth and Simplification
  • Chemicals Hold
    09.12.2022 LTHM
  • LTHM: Downgrade to Hold; Price Party Now In Wee Hours?
  • Chemicals Hold
    09.06.2022 APD
  • Chemicals: Back to School Guide, 2022 Edition
  • Chemicals N/A
    08.29.2022 PPG
  • Chemicals: Coatings Field Trip Highlights
  • Chemicals N/A
    08.25.2022 OLN
  • OLN: Turning the Screw; Shutters Chlor-Alkali Capacity...Again
  • Chemicals Buy
    08.12.2022 APD
  • Chemicals: Chart of the Day - Heavy Spaghetti
  • Chemicals Buy
    08.09.2022 HUN
  • HUN: TE Deal Further Upgrades Portfolio and Balance Sheet
  • Chemicals Buy
    08.09.2022 APD
  • Chemicals: 2Q22 Review; Good Enough For A Relief Rally
  • Chemicals N/A
    08.08.2022 CTVA
  • CTVA: Raising Numbers; Setup Looks Good Into 2023
  • Chemicals Hold
    08.08.2022 ALB
  • ALB: Price Today, More US Volume Tomorrow; Hiking EPS, PT
  • Chemicals Hold
    08.04.2022 APD
  • APD: Less Drama Equals More Fun; Raising EPS and Target
  • Chemicals Buy
    08.04.2022 UNVR
  • UNVR: Dividend and Conquer? Raising Estimates and PT
  • Chemicals Buy
    08.04.2022 FMC
  • FMC: Price-Cost Flip Renders 4Q Better Than 3Q
  • Chemicals Hold
    08.03.2022 LTHM
  • LTHM: Raising Numbers; 2H Guide Looks Conservative
  • Chemicals Buy
    08.02.2022 WLK
  • WLK: Strong CF Enables Rapid Debt Digestion; Raising Target
  • Chemicals Buy
    08.02.2022 HUN
  • HUN: This Is What Value Over Volume Looks Like
  • Chemicals Buy
    08.01.2022 UNVR
  • UNVR: 2Q Earnings Beat; Guides 2022 EBITDA Higher
  • Chemicals Buy
    08.01.2022 CE
  • CE: Living on the Edge; Raising 2022E But '23 Looks Tougher
  • Chemicals Buy
    08.01.2022 LYB
  • LYB: Downgrade to Hold; Earnings Flow From Wrong Place
  • Chemicals Hold
    08.01.2022 EMN
  • EMN: Rock Steady; Maintain EPS Despite Headwinds
  • Chemicals Buy
    07.29.2022 OLN
  • OLN: Cage Match - Fundamental vs. Financial
  • Chemicals Buy
    07.28.2022 LIN
  • LIN: Grinding It Out; Raising Numbers A Bit Despite EU/FX
  • Chemicals Buy
    07.28.2022 SHW
  • SHW: Reducing Estimates and Target on Five Headwinds
  • Chemicals Hold
    07.27.2022 AXTA
  • AXTA: Maintain Hold; Trimming EPS as CEO Search Commences
  • Chemicals Hold
    07.27.2022 ECL
  • ECL: Maintain Hold; Trimming EPS on Costs, FX
  • Chemicals Hold
    07.26.2022 ECL
  • ECL: 2Q EPS In Line; Price Better But FX Weighs on 2H22 EPS
  • Chemicals Hold
    07.26.2022 RPM
  • RPM: F2023 Outlook Brighter After Tough Year Is In The Books
  • Chemicals Hold
    07.22.2022 PPG
  • PPG: Affirm Buy; Price-Cost Inflection Has Arrived
  • Chemicals Buy
    07.21.2022 DOW
  • DOW: Building a Bigger Cushion
  • Chemicals Hold
    07.21.2022 DOW
  • DOW: Plastics Drive Upside in 2Q, Repurchases Accelerate
  • Chemicals Hold
    07.20.2022 APD
  • Chemicals: Chart of the Day - Normalized FCF
  • Chemicals Buy
    07.18.2022 APD
  • APD: Battleground; Higher Growth vs. Greater Risks
  • Chemicals Buy
    07.12.2022 CTVA
  • Chemicals / Agriculture: USDA WASDE Report Weighs on Crop Prices
  • Chemicals N/A
    07.11.2022 CTVA
  • Chemicals: Crop Condition Stable As Drought Risk Grows
  • Chemicals N/A
    07.08.2022 APD
  • Chemicals: Chart of the Day - Deutschland Dynamics
  • Chemicals Buy
    07.07.2022 APD
  • Chemicals: 2Q22 Earnings Preview; The Last Hurrah?
  • Chemicals N/A
    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 CTVA
  • Chemicals: Chart of the Day - Bullwhip Risk Alert
  • Chemicals Hold
    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
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