Deep Dives - Chemicals

Date Ticker Title Vertical Rating (at time of publication)
09.29.2023 ALB
  • Chemicals: Chart of the Day - China Lithium Market Snapshot
  • Chemicals Buy
    09.28.2023 EMN
  • EMN: Thumbs Up on Deal to Divest Acetyls in Texas
  • Chemicals Hold
    09.26.2023 LYB
  • LYB: An Update on the ART of Recycling
  • Chemicals Hold
    09.20.2023 APD
  • Chemicals: Chart of the Day - EBIT Growth vs. Variability
  • Chemicals Buy
    09.15.2023 ECL
  • ECL: Margin Ascent Fuels Good EPS Growth Prospects
  • Chemicals Hold
    09.13.2023 APD
  • Chemicals: Chart of the Day - Dividend Deep Dive
  • Chemicals Buy
    09.08.2023 APD
  • APD: CEO Dinner Highlights
  • Chemicals Buy
    09.08.2023 FMC
  • FMC: Initial Thoughts on Short Report
  • Chemicals Hold
    09.05.2023 ALB
  • ALB: Locking Down Liontown? ALB Ups the Ante for LTR
  • Chemicals Buy
    09.05.2023 APD
  • Chemicals: Back to School Guide, 2023 Edition
  • Chemicals N/A
    09.05.2023 OLN
  • OLN: Moving to Hold on Unexpected CEO Transition
  • Chemicals Hold
    08.28.2023 PPG
  • Chemicals: 2023 Coatings Field Trip Highlights
  • Chemicals N/A
    08.22.2023 APD
  • Chemicals: Chart of the Day - Say Hello to a 19-Year Low in Spread of E/P vs. 10-Yr Treasury Yield
  • Chemicals Buy
    08.17.2023 APD
  • Chemicals: Chart of the Day - Potential Impact of a UAW Strike
  • Chemicals Buy
    08.10.2023 APD
  • Chemicals: 2Q Earnings Digest; Testing the Trough
  • Chemicals N/A
    08.08.2023 CE
  • CE: Reducing Numbers; Eyes on Balance Sheet and FCF
  • Chemicals Hold
    08.07.2023 CE
  • CE: 2Q Earnings Miss as CE Runs for Cash to Deleverage
  • Chemicals Hold
    08.07.2023 LYB
  • LYB: Managing the Down Cycle; Raising PT After Decent 2Q
  • Chemicals Hold
    08.07.2023 APD
  • APD: Affirm Buy on Dip; Ratcheting EPS Higher
  • Chemicals Buy
    08.07.2023 WLK
  • WLK: Maintain Buy as HIP Outpaces PEM Through a Tough 2Q
  • Chemicals Buy
    08.07.2023 ALB
  • ALB: Affirm Top Pick; Raising EPS and PT on Strong 2Q
  • Chemicals Buy
    08.04.2023 CTVA
  • CTVA: Big Picture Intact; Trimming 2023E on CPC Pothole
  • Chemicals Buy
    08.04.2023 LYB
  • LYB: Clears the Bar in 2Q; Outlook Mixed
  • Chemicals Hold
    08.04.2023 LTHM
  • LTHM: Par Not a Bad Score; Maintain 2023E EPS and Target
  • Chemicals Buy
    08.04.2023 CTVA
  • CTVA: Beats on Margins; Trims Outlook on CPC Destock
  • Chemicals Buy
    08.03.2023 FMC
  • FMC: Reducing Numbers; Still Hold Pending Better Visibility
  • Chemicals Hold
    08.03.2023 WLK
  • WLK: 3Q Miss on Commodity Chemicals; Construction Better
  • Chemicals Buy
    08.03.2023 APD
  • APD: EPS Beats on Big Margin, Tax; Guide Looks Good
  • Chemicals Buy
    08.02.2023 FMC
  • FMC: Rough 2Q; 2H Back-End Loaded as EPS, FCF Trend Lower
  • Chemicals Hold
    08.02.2023 ALB
  • ALB: Beats, Raises on Lithium Price and Volume Momentum
  • Chemicals Buy
    08.02.2023 AXTA
  • AXTA: Reducing EPS on ERP Transition, FX Pinch
  • Chemicals Hold
    08.02.2023 UNVR
  • UNVR: Discontinuing Coverage of UNVR Shares
  • Chemicals Hold
    08.01.2023 ECL
  • ECL: Another Encouraging Quarter; Raising EPS and Target
  • Chemicals Hold
    08.01.2023 AXTA
  • AXTA: 2Q Light on ERP, FX Hits; Outlook Mixed
  • Chemicals Hold
    08.01.2023 HUN
  • HUN: Reducing Numbers as Trough Deepens
  • Chemicals Hold
    08.01.2023 ECL
  • ECL: Beats, Raises on Nice Margin Momentum
  • Chemicals Hold
    07.31.2023 HUN
  • HUN: 2Q Sales, Earnings Light; Guides 3Q Below Street
  • Chemicals Hold
    07.31.2023 EMN
  • EMN: De-stocking Pendulum Swings Further; Cutting Numbers
  • Chemicals Hold
    07.28.2023 OLN
  • OLN: Maintain Buy and PT, Despite Somewhat Deeper Trough
  • Chemicals Buy
    07.27.2023 EMN
  • EMN: Modest Beat in 2Q; Guides 2023E EPS Lower
  • Chemicals Hold
    07.27.2023 OLN
  • OLN: 2Q Earnings in Ballpark; Trims Outlook for 2023E
  • Chemicals Buy
    07.27.2023 LIN
  • LIN: Raising EPS and Target on Margin Momentum
  • Chemicals Buy
    07.27.2023 LIN
  • LIN: Beats, Raises on Margins Despite Softer Volume
  • Chemicals Buy
    07.26.2023 RPM
  • RPM: Turning the Corner? Raising F2024 EPS and Target
  • Chemicals Hold
    07.26.2023 RPM
  • RPM: Solid Finish to F2023 With Encouraging F2024 Outlook
  • Chemicals Hold
    07.26.2023 SHW
  • SHW: Raising EPS and Target on Nice One-Two Punch in 2Q
  • Chemicals Hold
    07.25.2023 DOW
  • DOW: Approaching a Trough; Reducing EPS, Adding $1 to PT
  • Chemicals Hold
    07.25.2023 SHW
  • SHW: Beats, Raises on Margin Strength, Solid SSS Growth
  • Chemicals Hold
    07.25.2023 DOW
  • DOW: Clears the Bar; Managing Costs and Expectations Well
  • Chemicals Hold
    07.21.2023 PPG
  • PPG: Raising EPS and PT; Right Mix, Right Time, Right Margins
  • Chemicals Hold
    07.20.2023 PPG
  • PPG: Autos and Aero Drive Beat and Raise
  • Chemicals Hold
    07.20.2023 ALB
  • ALB: New MARBL JV Update Reads Positive
  • Chemicals Buy
    07.20.2023 AXTA
  • AXTA: Initial Take on CFO Transition
  • Chemicals Hold
    07.18.2023 APD
  • Chemicals: Face-Off - LIN vs. APD
  • Chemicals N/A
    07.12.2023 APD
  • Chemicals: Chart of the Day - Earnings Downdraft Perspective
  • Chemicals Buy
    07.10.2023 FMC
  • FMC: Reducing Numbers on Broad, Severe De-stocking
  • Chemicals Hold
    07.07.2023 LIN
  • LIN: Hydrogen Highlights From Texas
  • Chemicals Buy
    07.05.2023 APD
  • Chemicals: 2Q23 Earnings Preview; Aftershock Alert
  • Chemicals N/A
    06.30.2023 CTVA
  • Chemicals: USDA Signals More Corn, Fewer Soybeans
  • Chemicals N/A
    06.27.2023 LIN
  • LIN: Expands Partnership With Wanhua
  • Chemicals Buy
    06.26.2023 CTVA
  • Chemicals: Crops Are Crispy; Recent Rains Welcome
  • Chemicals N/A
    06.26.2023 LTHM
  • LTHM: Lithium Metal Fire in NC Bears Monitoring
  • Chemicals Buy
    06.23.2023 LYB
  • LYB: CEO Meeting Highlights
  • Chemicals Hold
    06.21.2023 CTVA
  • Chemicals: Bayer Innovation Highlights and US Crop Update
  • Chemicals N/A
    06.09.2023 CE
  • CE: Moving to Hold from Buy; Risk-Reward More Symmetric
  • Chemicals Hold
    06.07.2023 EMN
  • EMN: Circular Inflection Is Nearly Upon Us Now
  • Chemicals Hold
    06.07.2023 OLN
  • OLN: Managing Through the Trough; No Green Shoots Yet
  • Chemicals Buy
    06.07.2023 LTHM
  • LTHM: Onward and Upward; Lithium Growth Prospects Intact
  • Chemicals Buy
    06.02.2023 CTVA
  • CTVA: PFAS Settlement Looks Positive
  • Chemicals Buy
    05.31.2023 LYB
  • LYB: Adjusting EPS as Refinery Operations Go to OT
  • Chemicals Hold
    05.30.2023 APD
  • Chemicals: Gulf Coast Host Notes
  • Chemicals N/A
    05.25.2023 APD
  • APD: Inks $1bn Acquisition in Uzbekistan
  • Chemicals Buy
    05.22.2023 CTVA
  • CTVA: Upgrade to Buy; Plan is Coming Together
  • Chemicals Buy
    05.17.2023 APD
  • Chemicals: Chart of the Day - HD Reads Weaker for Coatings and Construction
  • Chemicals Buy
    05.16.2023 APD
  • Chemicals: 1Q Review: The Comeback Trail Isn't Steep So Far
  • Chemicals N/A
    05.11.2023 CE
  • CE: Pulling Levers on the Cash Machine
  • Chemicals Buy
    05.10.2023 LTHM
  • LTHM: Initial Thoughts on MOE with Allkem
  • Chemicals Buy
    05.09.2023 CE
  • CE: 1Q Beat; Guides EPS Lower, Sharpens Focus on WC, FCF
  • Chemicals Buy
    05.09.2023 APD
  • APD: Affirm Buy; Raising EPS on Solid Volume, Price Trends
  • Chemicals Buy
    05.09.2023 APD
  • APD: Posts Solid F2Q, Guides F2023 EPS Up at Low End
  • Chemicals Buy
    05.08.2023 ALB
  • ALB: Affirm Buy; Right-Sizing Estimates Amidst Cyclical Shift
  • Chemicals Buy
    05.05.2023 HUN
  • HUN: Volumes Still Tough For Now; Trimming a Nickel
  • Chemicals Hold
    05.05.2023 HUN
  • HUN: Posts 1Q Upside; Guides 2Q EPS Below Street
  • Chemicals Hold
    05.05.2023 CTVA
  • CTVA: Now That's Pricing Power; Adding a Nickel to 2023E
  • Chemicals Hold
    05.04.2023 WLK
  • WLK: Cost, Mix Drive Margin Upgrade; Raising Estimates and PT
  • Chemicals Buy
    05.04.2023 FMC
  • FMC: Maintain Hold, Trim PT; Headwinds Could Persist in 2Q
  • Chemicals Hold
    05.04.2023 ECL
  • ECL: Adding a Nickel, Raising Target After Solid 1Q
  • Chemicals Hold
    05.04.2023 AXTA
  • AXTA: Maintain Estimates and Target After Solid 1Q
  • Chemicals Hold
    05.04.2023 ALB
  • ALB: Beats Big in 1Q But Guides '23 Lower On Lithium Prices
  • Chemicals Buy
    05.04.2023 AXTA
  • AXTA: Beats in 1Q; 2Q EPS Guide Solid Too Ex ERP Dynamic
  • Chemicals Hold
    05.04.2023 WLK
  • WLK: Margin Upside Drives Stronger Start to 2023
  • Chemicals Buy
    05.04.2023 LTHM
  • LTHM: EPS in Good Shape Despite Mixed Price Prospects
  • Chemicals Buy
    05.04.2023 CTVA
  • CTVA: Beat and Raise on Price, Margin Upside
  • Chemicals Hold
    05.02.2023 FMC
  • FMC: Beats, Raises a Bit; 2023 EPS Midpoint ~2% Below Street
  • Chemicals Hold
    05.02.2023 EMN
  • EMN: Nice Margin Mo' in 1Q; Adding a Nickel, Maintaining PT
  • Chemicals Hold
    05.02.2023 LYB
  • LYB: Climbing a Rocky Road; Raising Estimates and Target
  • Chemicals Hold
    04.28.2023 OLN
  • OLN: CAPV Up, Epoxy Down; Maintain Estimates and Target
  • Chemicals Buy
    04.28.2023 LYB
  • LYB: O&P, I&D Drive 1Q Beat; Op Rates Rising in 2Q
  • Chemicals Hold
    04.28.2023 EMN
  • EMN: Affirms 2023 EPS Range as Margins Drive 1Q Upside
  • Chemicals Hold
    04.27.2023 OLN
  • OLN: 2023 EBITDA On Track After Modest Beat in 1Q
  • Chemicals Buy
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