| 03.23.2023 |
APD
|
APD: Walking from Indonesia?
|
Chemicals |
Buy |
|
| 03.22.2023 |
OLN
|
OLN: Right-Sizing Epoxy Footprint
|
Chemicals |
Buy |
|
| 03.20.2023 |
APD
|
Chemicals: A Recession Refresher
|
Chemicals |
N/A |
|
| 03.15.2023 |
LYB
|
LYB: Welcome to LYB 3.0; Maintain Hold After Interesting CMD
|
Chemicals |
Hold |
|
| 03.14.2023 |
UNVR
|
UNVR: Downgrading to Hold on Apollo Deal
|
Chemicals |
Hold |
|
| 03.13.2023 |
APD
|
APD: Upgrade to Buy; LT Growth Potential Intact
|
Chemicals |
Buy |
|
| 03.08.2023 |
APD
|
Chemicals: Chart of the Day - Propylene Pop
|
Chemicals |
Hold |
|
| 03.03.2023 |
APD
|
Chemicals: Chart of the Day - Green Shoot Alert
|
Chemicals |
Hold |
|
| 03.01.2023 |
APD
|
Chemicals: 4Q Review; 2022 Race Ends With Harder Miles
|
Chemicals |
N/A |
|
| 02.24.2023 |
CE
|
CE: Making It Work; 2023 Prospects Looking Decent
|
Chemicals |
Buy |
|
| 02.24.2023 |
CE
|
CE: 4Q Sales, EPS Light; 2023 Guide More Constructive
|
Chemicals |
Buy |
|
| 02.22.2023 |
UNVR
|
UNVR: Fundamental Outlook Decent, Deal Option Inexpensive
|
Chemicals |
Buy |
|
| 02.22.2023 |
HUN
|
HUN: Moving to Hold; Too Much Volume/B&C Weakness
|
Chemicals |
Hold |
|
| 02.22.2023 |
WLK
|
WLK: Still Churning Out Cash Despite Earnings Headwinds
|
Chemicals |
Buy |
|
| 02.21.2023 |
UNVR
|
UNVR: 4Q EBITDA Light; Earnings, FCF Guides Better
|
Chemicals |
Buy |
|
| 02.21.2023 |
WLK
|
WLK: 4Q EPS Light on Margins; De-Leveraging Continues Apace
|
Chemicals |
Buy |
|
| 02.21.2023 |
HUN
|
HUN: 4Q Light; Guide Suggests 1Q Bounce Albeit Below Street
|
Chemicals |
Buy |
|
| 02.16.2023 |
ALB
|
ALB: Thesis Intact; Affirm Buy and Raise Target
|
Chemicals |
Buy |
|
| 02.15.2023 |
ALB
|
ALB: Affirms Guide for 2023; 4Q Results Now Official
|
Chemicals |
Buy |
|
| 02.15.2023 |
LTHM
|
LTHM: Lots of Price Flowing Through; Raising 2023 EPS and PT
|
Chemicals |
Buy |
|
| 02.14.2023 |
ECL
|
ECL: Operations Looking Up; Raising PT, Trimming EPS Though
|
Chemicals |
Hold |
|
| 02.14.2023 |
ECL
|
ECL: Solid 4Q; 1Q EPS Range Brackets Street as Cost Cuts Rise
|
Chemicals |
Hold |
|
| 02.10.2023 |
APD
|
Chemicals: Chart of the Day - Sentiment vs. Stocks
|
Chemicals |
Hold |
|
| 02.09.2023 |
FMC
|
FMC: Lower Bar in 2023 Looks Manageable; Maintain Hold
|
Chemicals |
Hold |
|
| 02.07.2023 |
FMC
|
FMC: CORRECTED: 4Q Sales Stronger Than Margins; Guides EPS Below Street
|
Chemicals |
Hold |
|
| 02.07.2023 |
LIN
|
LIN: EPS, Target, Backlog All Rising After Strong 4Q Results
|
Chemicals |
Buy |
|
| 02.07.2023 |
LIN
|
LIN: Beats on Margin Strength, Guides 2023 EPS Above Street
|
Chemicals |
Buy |
|
| 02.06.2023 |
LYB
|
LYB: Bumpy Ride As Trough Unfolds; EPS Down Through 2024?
|
Chemicals |
Hold |
|
| 02.03.2023 |
LYB
|
LYB: 4Q EPS Beats on Tax; Ops Light Ex Refining, CF Solid
|
Chemicals |
Hold |
|
| 02.02.2023 |
CTVA
|
CTVA: Big Picture Intact; Reducing 2023 EPS and FCF Though
|
Chemicals |
Hold |
|
| 02.02.2023 |
APD
|
APD: NEOM Green H2 Project Cost Rises; Trimming EPS, PT
|
Chemicals |
Hold |
|
| 02.02.2023 |
APD
|
APD: Affirms F2023 EPS Guide Despite Softer F1Q
|
Chemicals |
Hold |
|
| 02.01.2023 |
CTVA
|
CTVA: Strong 4Q; Guides 2023 EPS Below Street on Tax, Interest
|
Chemicals |
Hold |
|
| 01.30.2023 |
SHW
|
SHW: Reducing EPS, PT; Tougher Market Conditions Ahead
|
Chemicals |
Hold |
|
| 01.30.2023 |
EMN
|
EMN: Moving to Hold; Too Many Headwinds
|
Chemicals |
Hold |
|
| 01.27.2023 |
OLN
|
OLN: Raising Target; FCF Still Appeals Despite Weaker Macro
|
Chemicals |
Buy |
|
| 01.27.2023 |
OLN
|
OLN: 4Q in Line; Trough Conditions Expected in 2023
|
Chemicals |
Buy |
|
| 01.27.2023 |
EMN
|
EMN: 4Q Quite Light, Guide Mixed; Cost Cuts on the Way
|
Chemicals |
Buy |
|
| 01.26.2023 |
AXTA
|
AXTA: Nice Progress on Price-Cost; We Trim EPS on Interest, Tax
|
Chemicals |
Hold |
|
| 01.26.2023 |
DOW
|
DOW: Trimming as Trough Deepens But Silver Linings Emerge
|
Chemicals |
Hold |
|
| 01.26.2023 |
SHW
|
SHW: 4Q EPS in Line; 2023 Outlook Cautious vs. Street
|
Chemicals |
Hold |
|
| 01.26.2023 |
DOW
|
DOW: 4Q EPS Light, CF Better; Restructuring on the Way
|
Chemicals |
Hold |
|
| 01.25.2023 |
AXTA
|
AXTA: EBIT Glide Path Better; Some Pressure Below Line in '23
|
Chemicals |
Hold |
|
| 01.25.2023 |
ALB
|
ALB: Raising EPS and Target on More Robust Volume Outlook
|
Chemicals |
Buy |
|
| 01.24.2023 |
ALB
|
ALB: Guides 2023E Higher on Robust Lithium Outlook
|
Chemicals |
Buy |
|
| 01.23.2023 |
PPG
|
PPG: Move to Hold; Macro Woe Outweighs Micro Mo' For Now
|
Chemicals |
Hold |
|
| 01.20.2023 |
APD
|
Chemicals: Chart of the Day - PE Price Pulse Improving
|
Chemicals |
Hold |
|
| 01.19.2023 |
PPG
|
PPG: Performance Coatings Drives Solid 4Q; Outlook Softer
|
Chemicals |
Buy |
|
| 01.17.2023 |
FCX
|
Vertical Research Partners Top Picks - 2023 Update
|
Chemicals |
N/A |
|
| 01.10.2023 |
APD
|
Chemicals: ESG Scorecard 2023; Growing Pains
|
Chemicals |
N/A |
|
| 01.06.2023 |
APD
|
Chemicals: Chart of the Day - Construction Destruction
|
Chemicals |
Hold |
|
| 01.06.2023 |
RPM
|
RPM: Construction Inflection Is Here; Reducing Numbers
|
Chemicals |
Hold |
|
| 01.05.2023 |
RPM
|
RPM: F2Q EPS In Line; Guides F3Q Below Street
|
Chemicals |
Hold |
|
| 01.04.2023 |
APD
|
APD: Moving to Hold; Premium Growth Priced In
|
Chemicals |
Hold |
|
| 01.04.2023 |
LTHM
|
LTHM: Upgrade to Buy; Pullback Provides Bigger Cushion
|
Chemicals |
Buy |
|
| 01.04.2023 |
ALB
|
ALB: Upgrade to Buy; Dip Provides Better Entry Point
|
Chemicals |
Buy |
|
| 01.04.2023 |
ALB
|
Chemicals: 2023 Outlook; Red Sky at Night?
|
Chemicals |
N/A |
|
| 12.21.2022 |
APD
|
Chemicals: Chart of the Day - What's in Store for 2024?
|
Chemicals |
Buy |
|
| 12.15.2022 |
ALB
|
Chemicals: Chart of the Day - Leaky Lithium...Or Pause That Refreshes?
|
Chemicals |
Hold |
|
| 12.14.2022 |
APD
|
APD: Infrastructure Investment Increasing; Fireside Chat Notes
|
Chemicals |
Buy |
|
| 12.12.2022 |
AXTA
|
AXTA: Refinish Deep Dive at Investor Event in NC
|
Chemicals |
Hold |
|
| 12.08.2022 |
APD
|
APD: Announces $4bn Green Hydrogen Project in Texas
|
Chemicals |
Buy |
|
| 12.01.2022 |
APD
|
Chemicals: Chart of the Day - Slip' Slidin' Away
|
Chemicals |
Buy |
|
| 12.01.2022 |
ECL
|
ECL: Battleground; Recovery Prospects vs. Premium Multiple
|
Chemicals |
Hold |
|
| 11.30.2022 |
CTVA
|
CTVA: Inks $1.2bn Biologicals Deal; Going Where the Growth Is
|
Chemicals |
Hold |
|
| 11.28.2022 |
UNVR
|
UNVR: No Deal Yet, But Univar Is In Play; Raising Target
|
Chemicals |
Buy |
|
| 11.21.2022 |
APD
|
Chemicals: Chart of the Day - On Track or Off the Rails?
|
Chemicals |
Buy |
|
| 11.18.2022 |
FMC
|
FMC: Delivering on Promises; Raising PT After Meetings
|
Chemicals |
Hold |
|
| 11.16.2022 |
AXTA
|
AXTA: New CEO Brings Ample Industrial, Operating Experience
|
Chemicals |
Hold |
|
| 11.15.2022 |
APD
|
Chemicals: Chart of the Day - Three PPI Data Points Make a Trend
|
Chemicals |
Buy |
|
| 11.15.2022 |
WLK
|
WLK: Management Dinner Highlights; Raising Numbers
|
Chemicals |
Buy |
|
| 11.11.2022 |
CTVA
|
Chemicals: Ag Doubleheader; A Refresher On Key Industry Trends
|
Chemicals |
N/A |
|
| 11.10.2022 |
APD
|
Chemicals: Chart of the Day - Micro-Cycles
|
Chemicals |
Buy |
|
| 11.08.2022 |
APD
|
Chemicals: 3Q22 Review; Belts Tighten as Transition Unfolds
|
Chemicals |
N/A |
|
| 11.07.2022 |
ALB
|
ALB: Lithium Prices Not Peaking Just Yet; Raising Numbers
|
Chemicals |
Hold |
|
| 11.07.2022 |
CE
|
CE: Staying the Course Despite Tough Start With M&M
|
Chemicals |
Buy |
|
| 11.07.2022 |
CTVA
|
CTVA: Executing Nicely on Plan; Raising 2023E and Target
|
Chemicals |
Hold |
|
| 11.04.2022 |
HUN
|
HUN: In Good Shape For Downturn; Still Trimming Though
|
Chemicals |
Buy |
|
| 11.04.2022 |
APD
|
APD: Calm Through the Chaos; Raising EPS and Target
|
Chemicals |
Buy |
|
| 11.03.2022 |
WLK
|
WLK: Reining In Estimates As Downturn Gains Momentum
|
Chemicals |
Buy |
|
| 11.03.2022 |
UNVR
|
UNVR: Next-Stage Evolution Underway; Raising EPS, Target
|
Chemicals |
Buy |
|
| 11.02.2022 |
FMC
|
FMC: Earnings Growth on Track; Raising Target
|
Chemicals |
Hold |
|
| 11.02.2022 |
LTHM
|
LTHM: Maintain Estimates, Target as Lithium Price Plateaus
|
Chemicals |
Hold |
|
| 11.02.2022 |
ECL
|
ECL: Trimming Numbers on Healthcare, FX, Interest, Pension
|
Chemicals |
Hold |
|
| 10.31.2022 |
EMN
|
EMN: Tough 2H23; Fibers Prospects Encouraging for 2023E
|
Chemicals |
Buy |
|
| 10.31.2022 |
LYB
|
LYB: Rough Sledding; Reducing Estimates Again
|
Chemicals |
Hold |
|
| 10.28.2022 |
LIN
|
LIN: Resilient Growth on Track; Raising Estimates and Target
|
Chemicals |
Buy |
|
| 10.27.2022 |
EMN
|
EMN: 3Q EBIT Light Albeit With Good Mix; Guides 4Q EPS Down
|
Chemicals |
Buy |
|
| 10.27.2022 |
OLN
|
OLN: Unleashing Financial Firepower; Raising Numbers
|
Chemicals |
Buy |
|
| 10.27.2022 |
LIN
|
LIN: Impressive 3Q Sales and EPS; 4Q Guide More Cautious
|
Chemicals |
Buy |
|
| 10.26.2022 |
OLN
|
OLN: 3Q, 4Q Outlook In Line As Robust Repurchases Continue
|
Chemicals |
Buy |
|
| 10.26.2022 |
AXTA
|
AXTA: Commercial Courage to Come? Trimming EPS For Now
|
Chemicals |
Hold |
|
| 10.25.2022 |
AXTA
|
AXTA: Strong Volume Drives Solid 3Q; 4Q Guide Softer Though
|
Chemicals |
Hold |
|
| 10.25.2022 |
SHW
|
SHW: GM Uplift in Gear and Volume Too; Raising Numbers
|
Chemicals |
Hold |
|
| 10.25.2022 |
APD
|
Chemicals: Chart of the Day - The Mississippi Limbo
|
Chemicals |
Buy |
|
| 10.25.2022 |
SHW
|
SHW: Impressive 3Q; Affirms Range for 2022E
|
Chemicals |
Hold |
|
| 10.21.2022 |
DOW
|
DOW: Pulling Levers to Manage EU, Energy Challenges
|
Chemicals |
Hold |
|
| 10.20.2022 |
PPG
|
PPG: Changing of the Guard; New Cost Cuts Too As Cycle Turns
|
Chemicals |
Buy |
|
| 10.19.2022 |
ALB
|
Chemicals: Battery Materials Update; Sustainable Supply In Focus
|
Chemicals |
N/A |
|
| 10.14.2022 |
APD
|
Chemicals: Chart of the Day - PE Resin Export Angles
|
Chemicals |
Buy |
|
