Deep Dives - Chemicals

Date Ticker Title Vertical Rating (at time of publication)
03.04.2021 RPM
  • RPM: Upgrade to Buy; Quality on Sale With Risks Priced In Now
  • Chemicals Buy
    02.26.2021 GRA
  • Chemicals: GRA Enters Custom Synthesis Via FCS Deal with ALB
  • Chemicals N/A
    02.25.2021 UNVR
  • UNVR: Grinding It Out; Maintain EPS and Target
  • Chemicals Buy
    02.24.2021 UNVR
  • UNVR: 4Q Earnings Beat; Guide Mixed With Lots of Moving Parts
  • Chemicals Buy
    02.23.2021 WLK
  • WLK: Affirm Buy on Tighter CAV Chain
  • Chemicals Buy
    02.23.2021 WLK
  • WLK: Vinyls Drives 4Q Upside Despite Hurricane Hits
  • Chemicals Buy
    02.22.2021 LTHM
  • LTHM: Mixed 4Q/Outlook; More Capital Needed to Grow
  • Chemicals Sell
    02.22.2021 ALB
  • ALB: Move to Hold; Lithium Prospects Better than Catalysts
  • Chemicals Hold
    02.18.2021 AXTA
  • AXTA: Two Steps Forward, One Back; Raising Numbers
  • Chemicals Buy
    02.17.2021 AXTA
  • AXTA: Ends 2020 on Higher Note; Guides 1Q Above Street
  • Chemicals Buy
    02.17.2021 ALB
  • ALB: Sets Low Bar for 2021 Despite Solid 4Q Results
  • Chemicals Sell
    02.17.2021 APD
  • Chemicals: Chart of the Day - Hurricane in February? Deep Freeze Hits Petrochemical Supply
  • Chemicals Hold
    02.16.2021 APD
  • Chemicals: Earnings Scorecard; Commodities Lead Decent Start in '21
  • Chemicals N/A
    02.12.2021 HUN
  • HUN: Entering '21 With Fundamental and Financial Momentum
  • Chemicals Buy
    02.12.2021 HUN
  • HUN: 4Q Eclipses Pre-Release; 1Q Outlook Above Street
  • Chemicals Buy
    02.11.2021 FMC
  • FMC: 1Q View: Witches Brew or Savory Stew?
  • Chemicals Buy
    02.09.2021 FMC
  • FMC: Soft Patch Extends to 1Q; Underlying Growth Better
  • Chemicals Buy
    02.09.2021 GRA
  • GRA: Raising Estimates on Brighter Outlook
  • Chemicals Buy
    02.09.2021 GRA
  • GRA: MT Drives Modest Beat; Guides 2021 EPS Slightly Below
  • Chemicals Buy
    02.08.2021 LIN
  • LIN: Smooth Operator; Raising Numbers
  • Chemicals Hold
    02.08.2021 SHW
  • SHW: A Deeper Dive; Success Breeds Confidence in 2021+
  • Chemicals Hold
    02.05.2021 APD
  • APD: Rougher Sledding For Now; Maintain Hold
  • Chemicals Hold
    02.05.2021 LIN
  • LIN: Broad-Based Upside Drives 4Q Beat; Guides Above for 1Q
  • Chemicals Hold
    02.04.2021 CTVA
  • CTVA: Hitting Stride Internally and Externally; Raising Numbers
  • Chemicals Buy
    02.04.2021 APD
  • APD: EPS Miss as Margin Slips in F1Q
  • Chemicals Hold
    02.03.2021 CTVA
  • CTVA: Volume of +10% Drives 4Q Beat; Guides Above for 2021E
  • Chemicals Buy
    02.03.2021 ALB
  • ALB: New $1.3bn+ Equity Deal to Fuel Lithium Reinvestment
  • Chemicals Sell
    02.01.2021 SHW
  • SHW: Powering Through the Pandemic; Raising Numbers A Bit
  • Chemicals Hold
    02.01.2021 OLN
  • OLN: Cyclical and Structural Momentum Entering 2021
  • Chemicals Hold
    02.01.2021 CE
  • CE: Double Down in TX, Hold 'Em in Asia; Hiking Numbers
  • Chemicals Hold
    02.01.2021 EMN
  • EMN: Reinvesting in ESG; Raising 2021E and PT
  • Chemicals Buy
    01.29.2021 LYB
  • LYB: Finished 2020 in Style; Raising Numbers
  • Chemicals Buy
    01.29.2021 LYB
  • LYB: Beats Big Thanks to O&P in US and Europe
  • Chemicals Buy
    01.28.2021 CE
  • CE: Beats, Guides Up; Acetyls Expansion in TX a "Go" Again
  • Chemicals Hold
    01.28.2021 EMN
  • EMN: Beats in 4Q, Guides Above Street for 2021E
  • Chemicals Buy
    01.28.2021 OLN
  • OLN: Earning Beat on Broad Strength; EBITDA Looks Up in 1Q
  • Chemicals Hold
    01.28.2021 DOW
  • DOW: Nice Momentum Entering '21; Raising Numbers
  • Chemicals Hold
    01.28.2021 SHW
  • SHW: Strength in North America Drives EPS Beat
  • Chemicals Hold
    01.28.2021 DOW
  • DOW: Earnings Beat; Checking Lots of Boxes
  • Chemicals Hold
    01.26.2021 APD
  • Chemicals: Chart of the Day - Paying Full Freight...Delays Too
  • Chemicals Hold
    01.25.2021 PPG
  • PPG: Upgrade to Buy; Better Entry Point After Mixed 4Q
  • Chemicals Buy
    01.22.2021 CTVA
  • CTVA: PFAS Settlement Strengthens Ring Fence
  • Chemicals Buy
    01.21.2021 PPG
  • PPG: 4Q EPS In Line as Industrial Outpaces Performance
  • Chemicals Hold
    01.21.2021 CTVA
  • CTVA: Starboard Turns Up the Heat
  • Chemicals Buy
    01.21.2021 AIR-FR
  • Vertical Research Partners Top Picks - VRP Top Picks for 2021
  • Chemicals N/A
    01.19.2021 FMC
  • FMC: Trimming Numbers on Soft December
  • Chemicals Buy
    01.19.2021 PPG
  • PPG: Akzo Comes Over the Top for Tikkurila
  • Chemicals Hold
    01.15.2021 APD
  • Chemicals: ESG Report Card 2021
  • Chemicals N/A
    01.11.2021 GRA
  • GRA: Upping the Ante: 40 North Hikes Bid
  • Chemicals Buy
    01.07.2021 ALB
  • ALB: Lithium Reinvestment is Here; Doubling Down on Nevada
  • Chemicals Sell
    01.07.2021 RPM
  • RPM: Lots of Cross Currents; Maintain Numbers for Now
  • Chemicals Hold
    01.06.2021 RPM
  • RPM: Top Line Strength Drives F2Q Upside
  • Chemicals Hold
    01.05.2021 ALB
  • ALB: Priced For Perfection? Moving from Hold to Sell
  • Chemicals Sell
    01.05.2021 HUN
  • HUN: Upgrade to Buy; Positive Inflection Plus Portfolio Upgrade
  • Chemicals Buy
    01.05.2021 APD
  • Chemicals: 2021 Outlook: Let's Stay Cyclical
  • Chemicals N/A
    12.21.2020 CTVA
  • CTVA: Affirm Buy on CEO Meeting; Raising Estimates and Target
  • Chemicals Buy
    12.18.2020 PPG
  • PPG: M&A Ramps as PPG Inks Deal to Acquire Tikkurila
  • Chemicals Hold
    12.18.2020 DOW
  • Chemicals: Supply Constraints Tighten Chlor-Alkali Further
  • Chemicals N/A
    12.10.2020 HUN
  • HUN: Raising Numbers on MDI Demand and Margins
  • Chemicals Hold
    12.10.2020 CE
  • CE: Raising Numbers on Acetyl Price Surge + JV Restructuring
  • Chemicals Hold
    12.09.2020 ALB
  • ALB: Tianqi Lithium Deal Brings Good News and Bad News
  • Chemicals Hold
    12.07.2020 HUN
  • HUN: Gabriel Deal Boosts Advanced Materials
  • Chemicals Hold
    12.03.2020 APD
  • Chemicals: Chart of the Day - When Weaker is Stronger
  • Chemicals Hold
    12.03.2020 EMN
  • EMN: Affirm Buy; Raising Numbers on Strong Finish to 2020
  • Chemicals Buy
    12.01.2020 APD
  • Chemicals: Chart of the Day - Twenty Two View...An Early Look
  • Chemicals Hold
    11.30.2020 PPG
  • PPG: Ennis-Flint Deal: Road to Accretion With Growth Option
  • Chemicals Hold
    11.30.2020 LYB
  • LYB: Raising Numbers on Propylene/PP Momentum
  • Chemicals Buy
    11.17.2020 FMC
  • FMC: Affirm Buy; R&D Engine Revving at Higher RPM
  • Chemicals Buy
    11.16.2020 APD
  • Chemicals: Global Chlorine Chain Continues to Tighten
  • Chemicals N/A
    11.11.2020 APD
  • APD: Project Pains Portend Profit Pressure
  • Chemicals Hold
    11.11.2020 LIN
  • LIN: Margins and APAC Drive Numbers Higher
  • Chemicals Hold
    11.11.2020 APD
  • APD: EPS Missed Slightly as Margin Dipped Despite Solid Sales
  • Chemicals Hold
    11.10.2020 DOW
  • DOW: Trimming Estimates on PE Resin and NCI
  • Chemicals Hold
    11.09.2020 GRA
  • GRA: Grace in Play; Initial Thoughts on $60 Cash Takeout Offer
  • Chemicals Buy
    11.09.2020 ALB
  • ALB: Moving to Hold; Positives Likely Priced In Now
  • Chemicals Hold
    11.09.2020 LTHM
  • LTHM: Back to Sell; Stock Now Ahead of Earnings Prospects
  • Chemicals Sell
    11.06.2020 OLN
  • OLN: New Sherriff in Town
  • Chemicals Hold
    11.06.2020 CTVA
  • CTVA: Steady as She Goes; Thesis on Track
  • Chemicals Buy
    11.05.2020 UNVR
  • UNVR: Tracking Well as S-22 Unfolds
  • Chemicals Buy
    11.05.2020 LIN
  • LIN: Beat and Raise on Decent Sales, Superior Margins
  • Chemicals Hold
    11.04.2020 CTVA
  • CTVA: Tracking in Line; CPC Stronger than Seeds in 3Q
  • Chemicals Buy
    11.04.2020 OLN
  • OLN: Corrected: 3Q Beats on CAV and Epoxy
  • Chemicals Hold
    11.04.2020 ALB
  • ALB: Broad-Based Upside Drives Beat and Raise
  • Chemicals Buy
    11.04.2020 UNVR
  • UNVR: Beat and Raise on Margin Upside in US, EMEA, and LatAm
  • Chemicals Buy
    11.03.2020 FMC
  • FMC: Raising Estimates as Sales, Costs Propel Margin Expansion
  • Chemicals Buy
    11.03.2020 WLK
  • WLK: Lots of Moving Parts; Earnings Tension Looks Flat-to-Up
  • Chemicals Buy
    11.03.2020 WLK
  • WLK: Vinyls, Tax Drive 3Q Upside Despite Laura
  • Chemicals Buy
    11.02.2020 FMC
  • FMC: Margin Upside Drives Beat and Raise
  • Chemicals Buy
    11.02.2020 APD
  • Chemicals : Chart of the Day - Halftime Scorecard
  • Chemicals Hold
    11.02.2020 LYB
  • LYB: Trimming a Bit on Refining; Still a Bargain on 2021E
  • Chemicals Buy
    10.30.2020 EMN
  • EMN: Raising Numbers on Volume Rebound and Mix Upgrade
  • Chemicals Buy
    10.30.2020 LYB
  • LYB: Petrochemicals and Tax Aid 3Q; Refining Remains Weak
  • Chemicals Buy
    10.29.2020 EMN
  • EMN: Specialties and CI Drive 3Q Upside; 4Q Looks in Line
  • Chemicals Buy
    10.29.2020 HUN
  • HUN: Riding MDI Higher While Building HBS
  • Chemicals Hold
    10.29.2020 HUN
  • HUN: PU Strength Drives Nice Upside in 3Q
  • Chemicals Hold
    10.28.2020 GRA
  • GRA: Catalyst Markets Still Challenging; Trimming Numbers
  • Chemicals Buy
    10.28.2020 GRA
  • GRA: MT Drives Modest Upside; 2020E Looks In Line Overall
  • Chemicals Buy
    10.27.2020 SHW
  • SHW: Raising Numbers on Positive Results, Guide, and Tone
  • Chemicals Hold
    10.27.2020 SHW
  • SHW: Beat and Raise on Sales and Margin Upside
  • Chemicals Hold
    10.27.2020 CE
  • CE: Moving to Hold; Risk-Reward Balanced After Solid 3Q
  • Chemicals Hold
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