Deep Dives - Chemicals

Date Ticker Title Vertical Rating (at time of publication)
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 APD
  • Chemicals: Chart of the Day - Bullwhip Risk Alert
  • Chemicals Buy
    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
    05.10.2022 CTVA
  • Chemicals: US Crop Planting Pace Quite Slow Thus Far
  • Chemicals N/A
    05.09.2022 UNVR
  • UNVR: Beats Big, Pulls Forward Investor Day Goals By One Year
  • Chemicals Buy
    05.09.2022 ALB
  • ALB: Hiking Numbers on Extraordinary Lithium Surge
  • Chemicals Hold
    05.06.2022 APD
  • APD: Raising EPS, Trimming PT After Solid F2Q Result
  • Chemicals Buy
    05.05.2022 CTVA
  • CTVA: Getting It Done; Raising EPS A Bit Despite Headwinds
  • Chemicals Hold
    05.05.2022 APD
  • APD: Posts Modest Upside, Affirms EPS Guide
  • Chemicals Buy
    05.04.2022 ALB
  • ALB: Clobbers Consensus on Lithium Surge
  • Chemicals Hold
    05.04.2022 CTVA
  • CTVA: Nice Start to 2022 Aided by Strong Pricing, CPC Volume
  • Chemicals Hold
    05.04.2022 LTHM
  • LTHM: Full Speed Ahead; Raising Just About Everything
  • Chemicals Buy
    05.03.2022 FMC
  • FMC: Running to Stand Still; Strong 1Q But Maintain EPS
  • Chemicals Hold
    05.03.2022 WLK
  • WLK: Raising Estimates and PT With All Cylinders Firing
  • Chemicals Buy
    05.03.2022 WLK
  • WLK: Big 1Q; Firing on All Cylinders
  • Chemicals Buy
    05.02.2022 FMC
  • FMC: Nice Upside in 1Q, Albeit Partly Borrowed From 2Q
  • Chemicals Hold
    05.02.2022 EMN
  • EMN: Moving Past Choppy 1Q; Raising EPS, Trimming PT
  • Chemicals Buy
    05.02.2022 CE
  • CE: Adding CE as Top Pick With EPS and CF on the Upswing
  • Chemicals Buy
    05.02.2022 LYB
  • LYB: I&D Steals Spotlight; Raising Estimates
  • Chemicals Buy
    04.29.2022 OLN
  • OLN: Raising Estimates As Growth Transition Takes Shape
  • Chemicals Buy
    04.29.2022 LYB
  • LYB: I&D Drives Nice Upside in 1Q; Spreads on the Upswing
  • Chemicals Buy
    04.28.2022 EMN
  • EMN: Earnings Lose Steam in 1Q But 2022 Range Intact
  • Chemicals Buy
    04.28.2022 CE
  • CE: Big Beat and EPS Raise Too as Prices Surge
  • Chemicals Buy
    04.28.2022 OLN
  • OLN: Beats and Raises 2022E; Inks New H2 JV Too
  • Chemicals Buy
    04.28.2022 LIN
  • LIN: Steady as She Goes With New Captain At Helm
  • Chemicals Buy
    04.28.2022 HUN
  • HUN: Raising Estimates; Value Over Volume Story Playing Out
  • Chemicals Buy
    04.28.2022 LIN
  • LIN: Beats, Raises On Strong Margin Expansion Ex Energy
  • Chemicals Buy
    04.28.2022 HUN
  • HUN: EPS Exceeds Pre-Release in 1Q; Guides Above For 2Q
  • Chemicals Buy
    04.27.2022 APD
  • Chemicals: Chart of the Day - When Stronger Means Weaker
  • Chemicals Buy
    04.27.2022 ECL
  • ECL: Trimming EPS But Energy Surcharges Bode Well
  • Chemicals Hold
    04.27.2022 SHW
  • SHW: Fundamentals Looking Up; Paring PT on Market Dynamics
  • Chemicals Hold
    04.26.2022 AXTA
  • AXTA: Solid Start; Raise Estimates, Maintain Hold
  • Chemicals Hold
    04.26.2022 ECL
  • ECL: 1Q A Touch Light Despite Better Institutional Results
  • Chemicals Hold
    04.26.2022 SHW
  • SHW: Solid 1Q Earnings; Affirms 2022 EPS Guide
  • Chemicals Hold
    04.25.2022 AXTA
  • AXTA: Nice Operating Upside in 1Q; 2Q Guide Brackets Street
  • Chemicals Hold
    04.25.2022 APD
  • APD: Green-Lights $2bn Sustainable Aviation Fuel Project in CA
  • Chemicals Buy
    04.22.2022 PPG
  • PPG: Trimming a Bit More Despite Solid 1Q Result
  • Chemicals Hold
    04.21.2022 PPG
  • PPG: Nice Operating Upside in 1Q; 2Q Guide Below Street
  • Chemicals Hold
    04.21.2022 DOW
  • DOW: Raising Target on Broad Price Momentum
  • Chemicals Hold
    04.21.2022 DOW
  • DOW: Strong Sales Drive Operating Upside in 1Q
  • Chemicals Hold
    04.14.2022 CTVA
  • CTVA: Downgrade to Hold on Headwinds With Stock Above PT
  • Chemicals Hold
    04.13.2022 APD
  • Chemicals: Chart of the Day: Fresh Perspective on Inflation
  • Chemicals Buy
    04.11.2022 APD
  • Chemicals: 1Q Earnings Preview; Calm Before The Storm?
  • Chemicals N/A
    04.08.2022 WLK
  • WLK: Inaugural Investor Day Sets Stage For Transformation
  • Chemicals Buy
    04.06.2022 RPM
  • RPM: Controllables Look Good; Raising Estimates
  • Chemicals Hold
    04.06.2022 RPM
  • RPM: Construction, Industrial Lines Drive Solid F3Q
  • Chemicals Hold
    04.01.2022 APD
  • Chemicals: Chart of the Day - It's a Wrap; Put a Wild Quarter in the Books
  • Chemicals Buy
    03.31.2022 CTVA
  • Agricultural Chemicals: Prospective Plantings Show Big Shift From Corn to Beans
  • Chemicals N/A
    03.30.2022 APD
  • Chemicals: Lithium and Clean Energy; A Fresh Look
  • Chemicals N/A
    03.28.2022 APD
  • Chemicals: Commodity Chemical Deep Dive Post-WPC
  • Chemicals N/A
    03.24.2022 APD
  • Chemicals: World Petrochemical Conference - Day One Highlights
  • Chemicals N/A
    03.17.2022 APD
  • Chemicals: Chart of the Day: Dry Powder and Who Might Use It
  • Chemicals Buy
    03.16.2022 APD
  • Chemicals: Pension Ascension; Analysis Reveals Plan Upgrades
  • Chemicals N/A
    03.14.2022 PPG
  • PPG: Dinner Highlights Good Path Despite Tough Environment
  • Chemicals Hold
    03.09.2022 LTHM
  • LTHM: Lithium Cycle Running Hot; Fireside Chat Highlights
  • Chemicals Buy
    03.08.2022 APD
  • Chemicals: Chart of the Day - Where the Sales Live
  • Chemicals Buy
    03.07.2022 HUN
  • HUN: 1Q EPS Tracking Above Par; Bumping Estimates
  • Chemicals Buy
    03.04.2022 APD
  • Chemicals: Oil Spikes And Chemical Stocks
  • Chemicals N/A
    03.01.2022 APD
  • Chemicals: Chart of the Day - Evolution of 2022 EPS Prospects Through Earnings Season
  • Chemicals Buy
    02.28.2022 WLK
  • WLK: Raising Estimates, Target for "New and Improved" WLK
  • Chemicals Buy
    02.25.2022 UNVR
  • UNVR: Right Stock For The Times; Raising Estimates and PT
  • Chemicals Buy
    02.23.2022 HUN
  • HUN: Affirm Buy After CFO Chat; Four Upgrade Paths Unfolding
  • Chemicals Buy
    02.22.2022 ALB
  • ALB: Raising EPS as Lithium Climbs S-Curve
  • Chemicals Hold
    02.18.2022 CE
  • CE: Transformation is Here; Inks Big Deal with DD
  • Chemicals Buy
    02.18.2022 LTHM
  • LTHM: Raising Numbers on Strong Lithium Price Momentum
  • Chemicals Buy
    02.16.2022 ECL
  • ECL: Cost Chase Continues; Trimming EPS
  • Chemicals Hold
    02.15.2022 HUN
  • HUN: Powerful 1-2-3 Punch; Affirm Buy and Raise Target
  • Chemicals Buy
    02.10.2022 LIN
  • LIN: Supertanker Cruising Through Choppier Seas
  • Chemicals Buy
    02.09.2022 FMC
  • FMC: Growth Back on Track; Raising Target
  • Chemicals Hold
    02.07.2022 EMN
  • EMN: Rebalancing Quarters on Kingsport Incident
  • Chemicals Buy
    02.07.2022 APD
  • APD: Fasten Seatbelts Please; Trimming EPS on Choppy F1Q
  • Chemicals Buy
    02.03.2022 CTVA
  • CTVA: Powering Through Headwinds; Maintain Buy and Target
  • Chemicals Buy
    02.02.2022 AXTA
  • AXTA: Downgrade to Hold as Price Momentum Underwhelms
  • Chemicals Hold
    01.31.2022 SHW
  • SHW: Maintain Target; Road to Normal Looks a Bit Longer
  • Chemicals Hold
    01.31.2022 LYB
  • LYB: Maintain Target As Transition Year Begins
  • Chemicals Buy
    01.31.2022 EMN
  • EMN: Hitting Stride in Advanced Materials; Raising Numbers
  • Chemicals Buy
    01.31.2022 CE
  • CE: Staying the Course After Mixed 4Q Results
  • Chemicals Buy
    01.28.2022 OLN
  • OLN: Traversing the Gulley With a Suitcase Full of Cash
  • Chemicals Buy
    01.27.2022 DOW
  • DOW: Untitled
  • Chemicals Hold
    01.25.2022 APD
  • Chemicals: Chart of the Day - Are Higher Rates Priced In Yet?
  • Chemicals Buy
    01.21.2022 PPG
  • PPG: Trimming Numbers; Six Silver Linings Bode Well for 2Q+
  • Chemicals Hold
    01.21.2022 ECL
  • ECL: Guides Lower for 4Q and 2022
  • Chemicals Hold
    01.20.2022 APD
  • Chemicals: ESG Report Card 2022; More Money Where the Mouth Is
  • Chemicals N/A
    2  3  4  5  6  7  8  Next

    This website uses cookies. We use cookies to improve the user experience, track anonymous site usage and store authorization tokens. By continuing to browse this website you accept the use of cookies. Click here to read more about how we use cookies.