Deep Dives - Chemicals

Date Ticker Title Vertical Rating (at time of publication)
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
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