| 12.06.2019 |
HUN
|
HUN: Déjà vu; Spray Foam Deal Two
|
Chemicals |
Buy |
|
| 11.26.2019 |
APD
|
Chemicals: Oil Refineries: Chemical Plants of the Future
|
Chemicals |
N/A |
|
| 11.15.2019 |
APD
|
Chemicals: A Global Growth Juggernaut: SABIC + Aramco
|
Chemicals |
N/A |
|
| 11.13.2019 |
LIN
|
LIN: Raising Numbers on Margin Strength
|
Chemicals |
Hold |
|
| 11.12.2019 |
LIN
|
LIN: Impressive Margins Drive Beat and Raise
|
Chemicals |
Hold |
|
| 11.08.2019 |
ALB
|
ALB: A Day of Reckoning; Cutting Estimates on Lithium Price
|
Chemicals |
Buy |
|
| 11.07.2019 |
APD
|
APD: An Amicable Divorce? Price, Projects Propel Profit, Not IP
|
Chemicals |
Hold |
|
| 11.07.2019 |
APD
|
APD: Margin Drives EBITDA Upside; Guides F2020 Above Street
|
Chemicals |
Hold |
|
| 11.06.2019 |
ALB
|
ALB: 2020 is Shaping Up to Be a Transition Year
|
Chemicals |
Buy |
|
| 11.06.2019 |
LTHM
|
LTHM: Earnings Stalemate; Affirm Hold as Lithium Market Settles
|
Chemicals |
Hold |
|
| 11.06.2019 |
LTHM
|
LTHM: Guides Lower After 3Q In Line; Inks New MOU With LG
|
Chemicals |
Hold |
|
| 11.06.2019 |
WLK
|
WLK: Cost Relief Drives 3Q Upside; Raising Target
|
Chemicals |
Hold |
|
| 11.05.2019 |
UNVR
|
UNVR: Affirm Buy; 3Q Results Suggest Thesis Intact
|
Chemicals |
Buy |
|
| 11.05.2019 |
WLK
|
WLK: Vinyls Drives 3Q Earnings Upside
|
Chemicals |
Hold |
|
| 11.05.2019 |
UNVR
|
UNVR: 3Q in Line; Guides 4Q Lower But We're Nearly There
|
Chemicals |
Buy |
|
| 11.04.2019 |
LYB
|
LYB: Weathering the (Supply) Storm Well
|
Chemicals |
Hold |
|
| 11.04.2019 |
OLN
|
OLN: Tough for Now But Catalyst Rich Starting 4Q20
|
Chemicals |
Buy |
|
| 11.01.2019 |
LYB
|
LYB: 3Q Nearly In Line Thanks to O&P Americas Strength
|
Chemicals |
Hold |
|
| 10.31.2019 |
OLN
|
OLN: Guides EBITDA Down Sharply After Decent 3Q
|
Chemicals |
Buy |
|
| 10.31.2019 |
WLK
|
WLK: Exercise is Good For You...and Westlake
|
Chemicals |
Hold |
|
| 10.30.2019 |
FMC
|
FMC: Don't Look Now But...
|
Chemicals |
Buy |
|
| 10.29.2019 |
FMC
|
FMC: Beat and Raise; Sales and Margins Both in Gear
|
Chemicals |
Buy |
|
| 10.29.2019 |
APD
|
APD: Jazan Project Grows with Positive Implications for EPS
|
Chemicals |
Hold |
|
| 10.28.2019 |
AXTA
|
AXTA: Elephant Still In Room; Looks Pretty Good Otherwise
|
Chemicals |
Hold |
|
| 10.28.2019 |
HUN
|
HUN: Time for Another Haircut; Thesis Intact Though
|
Chemicals |
Buy |
|
| 10.25.2019 |
EMN
|
EMN: Medicine Makes You Better?
|
Chemicals |
Buy |
|
| 10.25.2019 |
HUN
|
HUN: 3Q Light Across the Board; Pressure Extends to 4Q
|
Chemicals |
Buy |
|
| 10.25.2019 |
EMN
|
EMN: Guides 2019 EPS Lower; 3Q Light, 4Q Lighter
|
Chemicals |
Buy |
|
| 10.24.2019 |
GRA
|
GRA: Managing Well Through Adversity
|
Chemicals |
Buy |
|
| 10.24.2019 |
DOW
|
DOW: Raising Numbers; Earnings, CF Looking Up
|
Chemicals |
Hold |
|
| 10.24.2019 |
DOW
|
DOW: Beats on Plastics and Cost Management
|
Chemicals |
Hold |
|
| 10.23.2019 |
SHW
|
SHW: Hiking Numbers on Impressive Quarter All Around
|
Chemicals |
Hold |
|
| 10.22.2019 |
CE
|
CE: Trimming Numbers; Face-Up Cards Look Tougher
|
Chemicals |
Hold |
|
| 10.22.2019 |
SHW
|
SHW: Beats on Store Strength in TAG, Margin Upside
|
Chemicals |
Hold |
|
| 10.21.2019 |
CE
|
CE: 3Q EBIT Light; Guides 2019 EPS Lower on Plant Outage
|
Chemicals |
Hold |
|
| 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 |
|
