Deep Dives - Chemicals

Date Ticker Title Vertical Rating (at time of publication)
07.07.2020 APD
  • APD: Going Green via a New $5bn H2/NH3 JV in Saudi
  • Chemicals Hold
    07.06.2020 OLN
  • Chemicals: Earnings Preview: Smoother Sailing or Eye of the Storm?
  • Chemicals N/A
    06.30.2020 CTVA
  • Chemicals / Agriculture: Corn Price Surges as USDA Now Projects Far Fewer Acres
  • Chemicals N/A
    06.29.2020 APD
  • Chemicals: Initial Thoughts on BP's $5bn Petrochemicals Divestiture
  • Chemicals N/A
    06.24.2020 APD
  • Chemicals: Constructive on Construction...Tactically That Is
  • Chemicals N/A
    06.22.2020 WLK
  • WLK: Resin Price Inflection is Here; Affirm Buy
  • Chemicals Buy
    06.17.2020 SHW
  • SHW: CFO Meeting Highlights; Controllables Look Good
  • Chemicals Hold
    06.16.2020 CTVA
  • CTVA: Upgrade to Buy; Near-Term Positives, Long-Term Growth
  • Chemicals Buy
    06.11.2020 APD
  • Chemicals, EE/MI and Flow Control: Chemicals Capex Cuts and Impacts for Suppliers
  • Chemicals N/A
    06.08.2020 PPG
  • PPG: New Restructuring Should Support Margins in 2H20+
  • Chemicals Hold
    06.04.2020 CTVA
  • Chemicals: CTVA Could Benefit as US Appeals Court Hits Dicamba
  • Chemicals N/A
    06.01.2020 CTVA
  • CTVA: Reducing Estimates, Mainly on Corn Acreage and FX
  • Chemicals Hold
    05.29.2020 GRA
  • GRA: On the Road to Recovery; CEO, CFO Meeting Highlights
  • Chemicals Buy
    05.21.2020 DOW
  • DOW: Meeting Highlights; FCF Looks Better Than EPS For Now
  • Chemicals Hold
    05.21.2020 DOW
  • DOW: Meeting Highlights; FCF Looks Better Than EPS For Now
  • Chemicals Hold
    05.18.2020 APD
  • APD: New Deal In Indonesia Broadens Gasification Scope
  • Chemicals Hold
    05.15.2020 APD
  • Chemicals: Earnings Scorecard; Land Rush for Cash Underway
  • Chemicals N/A
    05.12.2020 LTHM
  • LTHM: Leverage Could Approach 6x; Debt Climbs as Earnings Ebb
  • Chemicals Hold
    05.11.2020 UNVR
  • UNVR: Adding a Nickel, Maintaining PT After Solid Start in 1Q
  • Chemicals Buy
    05.11.2020 UNVR
  • UNVR: Good Start to Earnings in 1Q; Cutting Costs and Capex
  • Chemicals Buy
    05.10.2020 LIN
  • LIN: New Era for Capital Allocation; Trimming on FX, Volume
  • Chemicals Hold
    05.08.2020 CTVA
  • CTVA: Pricing and Volume Positive; FX Clouds Outlook
  • Chemicals Hold
    05.07.2020 ALB
  • ALB: Firing on Enough Cylinders; Raising Numbers
  • Chemicals Hold
    05.07.2020 CTVA
  • CTVA: Impressive 1Q Aided by Early Start to Season; Pulls Guide
  • Chemicals Hold
    05.07.2020 LIN
  • LIN: 1Q Solid; Cutting a Wider Swath for 2020
  • Chemicals Hold
    05.06.2020 ALB
  • ALB: Margins Drive Nice Upside in 1Q; Trims Capex Further
  • Chemicals Hold
    05.06.2020 AXTA
  • AXTA: Looking Ahead to Better Days; Until Then 2Q Looks Tough
  • Chemicals Buy
    05.06.2020 FMC
  • FMC: Affirm Buy; Powering Through Pandemic
  • Chemicals Buy
    05.06.2020 AXTA
  • AXTA: 1Q in Line; Capex Halved, Cost Cuts Accelerated
  • Chemicals Buy
    05.05.2020 FMC
  • FMC: 1Q Beat on LatAm; Guides 2Q Lower on FX, COVID Risk
  • Chemicals Buy
    05.04.2020 WLK
  • WLK: A Season That Wasn't; Reducing Numbers on NT Pressure
  • Chemicals Buy
    05.04.2020 WLK
  • WLK: 1Q Beats on Olefins, Corporate and Tax; Cutting Capex
  • Chemicals Buy
    05.04.2020 EMN
  • EMN: Affirm Top Pick; Top of the Class in FCF Yield
  • Chemicals Buy
    05.04.2020 HUN
  • HUN: Moving to Hold; Deeper Thoughts for 2Q+
  • Chemicals Hold
    05.04.2020 GRA
  • GRA: Braking for U-Turn? Maintain Buy with $60 PT
  • Chemicals Buy
    05.03.2020 LYB
  • LYB: Reducing Estimates on Non-Controllables
  • Chemicals Hold
    05.01.2020 LYB
  • LYB: 1Q in Line; Cutting Capex, Costs Given Tough Conditions
  • Chemicals Hold
    05.01.2020 HUN
  • HUN: PP and AM Drive Beat in 1Q; Capex -30%
  • Chemicals Buy
    04.30.2020 EMN
  • EMN: Nice Upside in 1Q; Capex Cut and WC Enhance FCF
  • Chemicals Buy
    04.30.2020 OLN
  • OLN: Moving to Hold; Trough Too Deep for Comfort
  • Chemicals Hold
    04.30.2020 DOW
  • DOW: Managing Controllables Well; Energy in Another Category
  • Chemicals Hold
    04.30.2020 DOW
  • DOW: Coping Well With Tougher Conditions; 1Q in Line
  • Chemicals Hold
    04.29.2020 OLN
  • OLN: Rough Sledding Ahead; Lower Earnings, Higher Leverage
  • Chemicals Buy
    04.29.2020 SHW
  • SHW: Better Lucky and Good? Trimming Less Than Feared
  • Chemicals Hold
    04.29.2020 SHW
  • SHW: Impressive 1Q; Guides EPS Lower (But There is A Range)
  • Chemicals Hold
    04.28.2020 CE
  • CE: FCF Rising Faster Than Earnings Are Falling
  • Chemicals Buy
    04.28.2020 PPG
  • PPG: Headwinds Abound; Reducing EPS Through 2021E
  • Chemicals Hold
    04.28.2020 PPG
  • PPG: 1Q Good Enough; 2Q Swoon Looks Deep Alright
  • Chemicals Hold
    04.28.2020 CE
  • CE: 1Q In Line; Capex Cut and WC Liquidation Support FCF
  • Chemicals Buy
    04.27.2020 APD
  • Chemicals: Eleven Flavors of Risk and Appetite For Each
  • Chemicals N/A
    04.23.2020 APD
  • APD: Good Shape Overall; Jazan Project Delay Pressures EPS
  • Chemicals Hold
    04.23.2020 APD
  • APD: F2Q a Touch Light Despite Good Volume; Pulls Guide
  • Chemicals Hold
    04.21.2020 CTVA
  • Chemicals: Ag Mini-Preview; Safety is Relative These Days
  • Chemicals N/A
    04.20.2020 MMM
  • Vertical Research Partners: Trading Pairs from VRP Research Team
  • Chemicals N/A
    04.17.2020 APD
  • Chemicals: Chart of the Day - March Demand Preview
  • Chemicals Hold
    04.15.2020 ALB
  • ALB: Is A Lithium Buyout Brewing Down Under?
  • Chemicals Hold
    04.13.2020 OLN
  • OLN: Affirm Buy; Raising Target on Counter-Cyclical Strength
  • Chemicals Buy
    04.09.2020 RPM
  • RPM: Coping Well Overall; Trimming Industrial Earnings
  • Chemicals Hold
    04.08.2020 RPM
  • RPM: F3Q Solid; Pulls Guidance and Suspends Repurchases
  • Chemicals Hold
    04.06.2020 APD
  • Chemicals: Earnings Preview: A Season Like No Other
  • Chemicals N/A
    04.03.2020 UNVR
  • UNVR: Highlights from Virtual CFO Meetings
  • Chemicals Buy
    03.30.2020 APD
  • Chemicals: Stress, Strain and Strategy
  • Chemicals N/A
    03.26.2020 APD
  • Chemicals: Warming Up and Sizing Down
  • Chemicals N/A
    03.18.2020 APD
  • Chemicals: Chart of the Day - Liquidity is the Lifeblood
  • Chemicals Hold
    03.18.2020 APD
  • Chemicals: Capex Cut Calculus
  • Chemicals N/A
    03.10.2020 APD
  • Chemicals: What is Normal? A Brief Update on Normalized Multiples
  • Chemicals N/A
    03.09.2020 APD
  • Chemicals: Oil Price War Implications
  • Chemicals N/A
    03.09.2020 APD
  • Chemicals: Oil Price War Implications
  • Chemicals N/A
    03.06.2020 APD
  • Chemicals: Chart of the Day - Limbo Levels
  • Chemicals Hold
    03.05.2020 APD
  • Chemicals: Pension Dimensions; A Brief Update on Plans and Trends
  • Chemicals N/A
    03.02.2020 APD
  • Chemicals: COVID Crash Playbook
  • Chemicals N/A
    02.25.2020 UNVR
  • UNVR: A Bridge Too Far? 2020 EBITDA Outlook Fine; FCF is Not
  • Chemicals Buy
    02.25.2020 UNVR
  • UNVR: US Earnings Still Trending Down; Leverage Looking Better
  • Chemicals Buy
    02.21.2020 LTHM
  • LTHM: Downgrade to Sell As Cash Burn Accelerates
  • Chemicals Sell
    02.21.2020 ALB
  • ALB: Moving to Hold; Lithium Recovery Option More Expensive
  • Chemicals Hold
    02.19.2020 ALB
  • ALB: Catalysts, Bromine Help ALB Through Lithium Transition
  • Chemicals Buy
    02.19.2020 WLK
  • WLK: Virus vs. Value; Trough Deepens But Thesis Intact
  • Chemicals Buy
    02.18.2020 WLK
  • WLK: Tough Finish to a Challenging Year
  • Chemicals Buy
    02.14.2020 LIN
  • LIN: Four Parallel Paths to Growth; Raising Numbers
  • Chemicals Hold
    02.13.2020 HUN
  • HUN: Visibility Catches Virus; Reducing Numbers in 1H20
  • Chemicals Buy
    02.13.2020 HUN
  • HUN: 4Q in Line Operationally; Still Tough Out There
  • Chemicals Buy
    02.12.2020 APD
  • Chemicals: Chart of the Day - Coatings Industry Sales and Margin Trends
  • Chemicals Hold
    02.06.2020 FMC
  • FMC: Lots of Ways to Grow; Raising EPS and Target
  • Chemicals Buy
    02.05.2020 FMC
  • FMC: Americas and Asia Drive Strong Finish to 2019
  • Chemicals Buy
    02.05.2020 OLN
  • OLN: Trees Look Better Than the Forest Right Now
  • Chemicals Buy
    02.05.2020 OLN
  • OLN: 4Q Results in the Ballpark; Outlook Remains Challenging
  • Chemicals Buy
    02.04.2020 GRA
  • GRA: Slow But Too Low?
  • Chemicals Buy
    02.04.2020 GRA
  • GRA: Catalysts Drive Solid 4Q; Guides 2020 EPS In Line
  • Chemicals Buy
    02.03.2020 AXTA
  • AXTA: A Tale of Two Coatings Businesses
  • Chemicals Hold
    02.03.2020 SHW
  • SHW: 2020 Looks a Lot Like 2019
  • Chemicals Hold
    02.03.2020 EMN
  • EMN: Pulling Lots of Levers to Mitigate Pressure
  • Chemicals Buy
    02.03.2020 LYB
  • LYB: Biding Time with S-D Slack; Reducing EPS and PT
  • Chemicals Hold
    01.31.2020 CE
  • CE: What You See is What You Get? Reducing Numbers
  • Chemicals Hold
    01.31.2020 LYB
  • LYB: 4Q Light on Broad-Based Petrochemicals Weakness
  • Chemicals Hold
    01.30.2020 CE
  • CE: 4Q Well Short; Guides 2020 EPS to Low End
  • Chemicals Hold
    01.30.2020 EMN
  • EMN: Clears Bar Aided by AM; Lower Guide Not a Shocker
  • Chemicals Buy
    01.30.2020 CTVA
  • CTVA: 2020 Looking Up; Rising EPS, PT on Solid 4Q, Outlook
  • Chemicals Hold
    01.30.2020 SHW
  • SHW: 4Q Earnings Miss; SSS Comes in Light
  • Chemicals Hold
    01.30.2020 CTVA
  • CTVA: Solid Finish in 2019; Guides 2020 EPS in Line
  • Chemicals Hold
    01.29.2020 DOW
  • DOW: 2020 Earnings Vision Looks Flat
  • Chemicals Hold
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