| 09.22.2021 |
GRA
|
GRA: Discontinuing Coverage of GRA Shares
|
Chemicals |
Hold |
|
| 09.16.2021 |
PPG
|
PPG: Industrial Growth Inflection; Margins to Follow
|
Chemicals |
Buy |
|
| 09.14.2021 |
APD
|
Chemicals: Chart of the Day - Restarts Galore, But Chronic Supply Pain Lingers
|
Chemicals |
Hold |
|
| 09.13.2021 |
ALB
|
ALB: Well Positioned For Second Lithium Cycle
|
Chemicals |
Hold |
|
| 09.08.2021 |
APD
|
Chemicals: Cutting Coatings Estimates on Raw Materials and Autos
|
Chemicals |
N/A |
|
| 09.07.2021 |
APD
|
Chemicals: Back to School Guide, 2021 Edition
|
Chemicals |
N/A |
|
| 09.01.2021 |
APD
|
Chemicals: Chart of the Day - Ida Impact Now
|
Chemicals |
Hold |
|
| 08.30.2021 |
APD
|
Chemicals: Ida Likely to Extend Commodity Chemical Inflation Wave
|
Chemicals |
N/A |
|
| 08.27.2021 |
APD
|
Chemicals: Chemical Stocks Pop as Ida Heads Toward the US Gulf
|
Chemicals |
N/A |
|
| 08.26.2021 |
CE
|
Chemicals: Petrochemicals Inflection is Upon Us; CDI Call Notes
|
Chemicals |
N/A |
|
| 08.25.2021 |
LYB
|
LYB: CEO Patel Retirement Comes as a Surprise
|
Chemicals |
Buy |
|
| 08.17.2021 |
CTVA
|
Chemicals: Chart of the Day - Parsing Crop Protection Chemical Trends
|
Chemicals |
Buy |
|
| 08.16.2021 |
APD
|
Chemicals: Chlor-Alkali Rate Higher, But Production Pinch Persists
|
Chemicals |
N/A |
|
| 08.09.2021 |
APD
|
APD: Trimming a Nickel, Reducing PT; Light on Leverage
|
Chemicals |
Hold |
|
| 08.09.2021 |
APD
|
APD: Tracking Just Under the Bar in F3Q and the Year
|
Chemicals |
Hold |
|
| 08.09.2021 |
LTHM
|
LTHM: Upgrade to Hold; Lots of Lithium Momentum
|
Chemicals |
Hold |
|
| 08.06.2021 |
CTVA
|
CTVA: Affirm Buy as Volume, Price, and FX Overpower Inflation
|
Chemicals |
Buy |
|
| 08.06.2021 |
ALB
|
ALB: Lithium Momentum Looking Good; Raising Numbers
|
Chemicals |
Hold |
|
| 08.05.2021 |
CTVA
|
CTVA: Stronger Seed Earnings Drive Beat and Raise
|
Chemicals |
Buy |
|
| 08.05.2021 |
FMC
|
FMC: Reducing Numbers on Price-Cost Squeeze
|
Chemicals |
Hold |
|
| 08.05.2021 |
UNVR
|
UNVR: Raising EPS; Focus on Earnings, Not Margins
|
Chemicals |
Buy |
|
| 08.04.2021 |
ALB
|
ALB: Posts Modest Beat; Guides EPS Up Yet Below Street
|
Chemicals |
Hold |
|
| 08.03.2021 |
WLK
|
WLK: 2021 Will Be a Fine Vintage Indeed
|
Chemicals |
Buy |
|
| 08.03.2021 |
FMC
|
FMC: Guides EPS and FCF Lower After Modest Beat in 2Q
|
Chemicals |
Hold |
|
| 08.03.2021 |
EMN
|
EMN: Chemical Intermediates Drives 2021 Earnings, CF Higher
|
Chemicals |
Buy |
|
| 08.03.2021 |
WLK
|
WLK: Beats in 2Q; Lots of Deleveraging to Fund M&A Wave
|
Chemicals |
Buy |
|
| 08.02.2021 |
EMN
|
EMN: Beats and Guides 2021 EPS and FCF Higher
|
Chemicals |
Buy |
|
| 08.02.2021 |
UNVR
|
UNVR: Beats and Guides EBITDA Above Street
|
Chemicals |
Buy |
|
| 08.02.2021 |
LIN
|
LIN: Stronger Everything? Almost; Raising EPS and Target
|
Chemicals |
Buy |
|
| 08.02.2021 |
LYB
|
LYB: Climbing Everest; Raising Numbers...Again
|
Chemicals |
Buy |
|
| 07.30.2021 |
HUN
|
HUN: Looking Beyond MDI; Raising EPS and Target
|
Chemicals |
Buy |
|
| 07.30.2021 |
HUN
|
HUN: Beats With Encouraging Outlook for 3Q
|
Chemicals |
Buy |
|
| 07.30.2021 |
LYB
|
LYB: Plastics, Intermediates Drive 2Q Upside
|
Chemicals |
Buy |
|
| 07.30.2021 |
LIN
|
LIN: Beats and Raises With 2Q Upside to Sales and Margins
|
Chemicals |
Buy |
|
| 07.28.2021 |
OLN
|
OLN: Firing on All Cylinders Now; Raising Numbers
|
Chemicals |
Buy |
|
| 07.28.2021 |
SHW
|
SHW: Pros Pick Up Slack as DIY Ebbs
|
Chemicals |
Hold |
|
| 07.27.2021 |
OLN
|
OLN: Epoxy, Winchester Drive 2Q Earnings Higher
|
Chemicals |
Buy |
|
| 07.27.2021 |
AXTA
|
AXTA: A Tale of Two Segments; Maintain Target, Trim EPS
|
Chemicals |
Buy |
|
| 07.27.2021 |
SHW
|
SHW: 2Q Nearly In Line Despite Weaker DIY; Affirms Guide
|
Chemicals |
Hold |
|
| 07.26.2021 |
AXTA
|
AXTA: Posts Decent 2Q, Trims 2021E on Supply Chain Challenges
|
Chemicals |
Buy |
|
| 07.26.2021 |
RPM
|
RPM: Supply Unchained as DIY Ebbs; Trimming Numbers
|
Chemicals |
Buy |
|
| 07.26.2021 |
RPM
|
RPM: Solid F4Q But Guides Below Street On Consumer Pressure
|
Chemicals |
Buy |
|
| 07.26.2021 |
CE
|
CE: Upgrade to Buy; Acetyls Unwind Priced In
|
Chemicals |
Buy |
|
| 07.22.2021 |
CE
|
CE: Acetyls Bonanza Fuels Beat and Raise
|
Chemicals |
Hold |
|
| 07.22.2021 |
DOW
|
DOW: As Good as It Gets...But Better!
|
Chemicals |
Hold |
|
| 07.22.2021 |
DOW
|
DOW: Solid Beat on Price, Margin Momentum
|
Chemicals |
Hold |
|
| 07.20.2021 |
PPG
|
PPG: Supply Unchained; Reducing Estimates and Target
|
Chemicals |
Buy |
|
| 07.19.2021 |
PPG
|
PPG: Supply-Chain Issues Squeeze Earnings; Miss, Guides Down
|
Chemicals |
Buy |
|
| 07.14.2021 |
CTVA
|
Chemicals: Pipeline Dive Into Crop Protection Chemicals
|
Chemicals |
N/A |
|
| 07.13.2021 |
CTVA
|
Chemicals / Agriculture: USDA WASDE Supports Crop Prices; Condition Improves
|
Chemicals |
N/A |
|
| 07.08.2021 |
APD
|
Chemicals: Earnings Preview; Echo Effect in 2Q
|
Chemicals |
N/A |
|
| 07.07.2021 |
AXTA
|
AXTA: Inks British Refinish Deal
|
Chemicals |
Buy |
|
| 06.30.2021 |
CTVA
|
Chemicals / Agriculture: Ag Commodities Surge on Today's USDA Updates
|
Chemicals |
N/A |
|
| 06.30.2021 |
CE
|
CE: M&A Ramps Via $1.15bn EM Deal With XOM
|
Chemicals |
Hold |
|
| 06.24.2021 |
FMC
|
FMC: Downgrade to Hold; Back Half Looks Like a Tall Order
|
Chemicals |
Hold |
|
| 06.21.2021 |
WLK
|
WLK: Diving Deeper Into Building Products Via $2bn Boral Deal
|
Chemicals |
Buy |
|
| 06.17.2021 |
APD
|
Chemicals: Chart of the Day - Taking Stock of Inventory
|
Chemicals |
Hold |
|
| 06.15.2021 |
CTVA
|
Chemicals: Midwest Drought Sows Seeds of Doubt
|
Chemicals |
N/A |
|
| 06.10.2021 |
APD
|
APD: Something New, Something Blue
|
Chemicals |
Hold |
|
| 06.09.2021 |
EMN
|
EMN: Raising EPS and Target on Tire Additives Divestiture
|
Chemicals |
Buy |
|
| 06.09.2021 |
SHW
|
SHW: Ascending to Street Level + Other Investor Day Highlights
|
Chemicals |
Hold |
|
| 06.07.2021 |
APD
|
Chemicals: Chart of the Day: FCF Conversion and Yield
|
Chemicals |
Hold |
|
| 06.04.2021 |
APD
|
Chemicals: Top Picks - Swapping UNVR for HUN
|
Chemicals |
N/A |
|
| 05.28.2021 |
APD
|
Chemicals: What's New? Innovation Conference Highlights
|
Chemicals |
N/A |
|
| 05.18.2021 |
DOW
|
Chemicals: Chlor-Alkali: Running Better But Less to Run
|
Chemicals |
N/A |
|
| 05.18.2021 |
LIN
|
LIN: Upgrade to Buy on NT Tailwinds + LT Growth Optionality
|
Chemicals |
Buy |
|
| 05.13.2021 |
APD
|
Chemicals: Chart of the Day: That 70's Show; Historical Perspective on Chemicals Inflation
|
Chemicals |
Hold |
|
| 05.11.2021 |
UNVR
|
UNVR: Margin Inflection is Here; Raising EPS and Target
|
Chemicals |
Buy |
|
| 05.10.2021 |
APD
|
APD: Projects Back on Track? Raising Numbers Modestly
|
Chemicals |
Hold |
|
| 05.10.2021 |
CTVA
|
CTVA: Maintain Buy; Expect Price/Mix to Outpace Costs in 2022
|
Chemicals |
Buy |
|
| 05.10.2021 |
APD
|
APD: F2Q Light, Guides in Line With Upside From Lu'An, Jazan
|
Chemicals |
Hold |
|
| 05.07.2021 |
UNVR
|
UNVR: Beats, Raises as Margin Upside Drives Strong 1Q
|
Chemicals |
Buy |
|
| 05.07.2021 |
ALB
|
ALB: Waiting is the Hardest Part; Maintain 2021E, Bump PT $5
|
Chemicals |
Hold |
|
| 05.06.2021 |
FMC
|
FMC: Taking Medicine in Brazil; Maintain 2021 EPS, Target
|
Chemicals |
Buy |
|
| 05.06.2021 |
LIN
|
LIN: Big, Broad Beat in 1Q; Guides 2021E >4% Above Street
|
Chemicals |
Hold |
|
| 05.05.2021 |
FMC
|
FMC: Beat a Bit, Raise a Bit
|
Chemicals |
Buy |
|
| 05.05.2021 |
ALB
|
ALB: Lithium Drives 1Q Upside; Affirms 2021E on Soft Catalysts
|
Chemicals |
Hold |
|
| 05.05.2021 |
AXTA
|
AXTA: CMD: Growth to Accelerate Via M&A, Asia, and Innovation
|
Chemicals |
Buy |
|
| 05.04.2021 |
WLK
|
WLK: Look for Record EBITDA in 2Q; Raising EPS and Target
|
Chemicals |
Buy |
|
| 05.04.2021 |
CTVA
|
CTVA: Big Beat in 1Q; Sits Tight on 2021 Guide For Now
|
Chemicals |
Buy |
|
| 05.04.2021 |
CTVA
|
Chemicals: Corn Has Caught Up; Planting Progress Improves
|
Chemicals |
N/A |
|
| 05.04.2021 |
LTHM
|
LTHM: Green Lights For Prices and Projects; Raising Numbers
|
Chemicals |
Sell |
|
| 05.04.2021 |
WLK
|
WLK: Olefins Strength Drives Earnings Upside in 1Q
|
Chemicals |
Buy |
|
| 05.03.2021 |
LYB
|
LYB: Making Hay While the Sun Shines; Raising 2021 EPS
|
Chemicals |
Buy |
|
| 05.03.2021 |
EMN
|
EMN: Renewals in Progress; Raising Estimates and PT
|
Chemicals |
Buy |
|
| 04.30.2021 |
HUN
|
HUN: Party Like It's...2018? Raising Estimates and Target
|
Chemicals |
Buy |
|
| 04.30.2021 |
LYB
|
LYB: O&P-Americas Drives 1Q Beat
|
Chemicals |
Buy |
|
| 04.30.2021 |
HUN
|
HUN: Beats Across Board on Strong Finish in March
|
Chemicals |
Buy |
|
| 04.29.2021 |
EMN
|
EMN: Beats and Raises; Powering Through Uri
|
Chemicals |
Buy |
|
| 04.29.2021 |
OLN
|
OLN: Upgrade to Buy on Accelerated Transformation
|
Chemicals |
Buy |
|
| 04.27.2021 |
OLN
|
OLN: Hikes EBITDA Targets For 2021+; Hedges Boost 1Q
|
Chemicals |
Hold |
|
| 04.27.2021 |
SHW
|
SHW: Hitting the High Notes; Raising EPS and PT
|
Chemicals |
Hold |
|
| 04.27.2021 |
AXTA
|
AXTA: Marching Along the Comeback Trail
|
Chemicals |
Buy |
|
| 04.27.2021 |
SHW
|
SHW: Broad Strength Drives 1Q EPS Beat; Guides '21 Flat
|
Chemicals |
Hold |
|
| 04.26.2021 |
AXTA
|
AXTA: Beat and Raise for 2021E, Despite Some Headwinds in 2Q
|
Chemicals |
Buy |
|
| 04.26.2021 |
GRA
|
GRA: Moving to Neutral as $70 Deal Comes to Fruition
|
Chemicals |
Hold |
|
| 04.23.2021 |
CE
|
CE: Acetyls and EM Both Looking Good; Raising Numbers
|
Chemicals |
Hold |
|
| 04.22.2021 |
CE
|
CE: Beat and Raise on Strength in Acetyls and EM
|
Chemicals |
Hold |
|
| 04.22.2021 |
DOW
|
DOW: Peak Now, Peak Later, or Both? Raising Estimates and PT
|
Chemicals |
Hold |
|
| 04.22.2021 |
DOW
|
DOW: Price, Price and More Price; Sizeable Beat in 1Q
|
Chemicals |
Hold |
|
