| 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 |
|
