| 10.17.2019 |
PPG
|
PPG: EPS in a Holding Pattern, But Margins Look Better
|
Chemicals |
Hold |
|
| 10.17.2019 |
PPG
|
PPG: Price, Margin, Tax Drive 3Q Upside; 4Q Looks Softer
|
Chemicals |
Hold |
|
| 10.15.2019 |
APD
|
Chemicals: The Idio Guide to Chemicals
|
Chemicals |
N/A |
|
| 10.08.2019 |
APD
|
Chemicals: Earnings Preview; Sunset of the Cycle?
|
Chemicals |
N/A |
|
| 10.03.2019 |
RPM
|
RPM: Upgrading One Notch; Adding a Nickel to F2020 EPS
|
Chemicals |
Hold |
|
| 10.02.2019 |
RPM
|
RPM: Restructuring Drives F1Q Beat; Affirms F2020 EPS
|
Chemicals |
Sell |
|
| 09.30.2019 |
HUN
|
HUN: Portfolio Evolution Continues; Affirm Buy
|
Chemicals |
Buy |
|
| 09.24.2019 |
LYB
|
LYB: Back to the Future? Investor Day Highlights FCF Prospects
|
Chemicals |
Hold |
|
| 09.19.2019 |
APD
|
Chemicals: Chart of the Day - Petrochemical Spike Could be Short-Lived
|
Chemicals |
Hold |
|
| 09.18.2019 |
PWR
|
Vertical Research Partners Top Picks - Remainder of 2019 Update
|
Chemicals |
N/A |
|
| 09.16.2019 |
APD
|
Chemicals: Oil Shock - Initial Thoughts
|
Chemicals |
N/A |
|
| 09.16.2019 |
ALB
|
ALB: Management Meeting Highlights ST vs LT Contrast
|
Chemicals |
Buy |
|
| 09.10.2019 |
ALB
|
Chemicals: Lithium Update from SQM; Full Speed Ahead on Capacity
|
Chemicals |
N/A |
|
| 09.10.2019 |
LIN
|
LIN: Steady as She Goes; MOE Tracking Well Thus Far
|
Chemicals |
Hold |
|
| 09.06.2019 |
LYB
|
LYB: Hedges Bets With New JV Deal in China
|
Chemicals |
Hold |
|
| 09.04.2019 |
APD
|
Chemicals: Where Risk Resides
|
Chemicals |
N/A |
|
| 08.28.2019 |
WLK
|
Chemicals: Geopolitics Hit FX; A Midsummer Night's Bad Dream?
|
Chemicals |
N/A |
|
| 08.20.2019 |
APD
|
Chemicals: Dividend Securities
|
Chemicals |
N/A |
|
| 08.08.2019 |
ALB
|
ALB: Refocuses on FCF With Downshift in Capex
|
Chemicals |
Buy |
|
| 08.08.2019 |
HUN
|
HUN: Large Divestiture Unlocks Value
|
Chemicals |
Buy |
|
| 08.07.2019 |
LTHM
|
LTHM: Lights at the End of Tunnel?
|
Chemicals |
Hold |
|
| 08.06.2019 |
WLK
|
WLK: Searching for a Bottom
|
Chemicals |
Hold |
|
| 08.06.2019 |
LIN
|
LIN: Impressive 2Q Drives Our Numbers Higher
|
Chemicals |
Hold |
|
| 08.05.2019 |
UNVR
|
UNVR: Affirm Buy; Optically Risky Yet Fundamentally Less So
|
Chemicals |
Buy |
|
| 08.02.2019 |
LYB
|
LYB: Trimming on Refinery and APS; O&P Tracking as Expected
|
Chemicals |
Hold |
|
| 08.01.2019 |
OLN
|
OLN: Trimming Estimates; If It's Not One Thing...
|
Chemicals |
Buy |
|
| 07.31.2019 |
FMC
|
FMC: The Case for a Longer Growth Runway
|
Chemicals |
Buy |
|
| 07.30.2019 |
HUN
|
HUN: Affirm Buy; Bouncing Along the Bottom Now?
|
Chemicals |
Buy |
|
| 07.29.2019 |
AXTA
|
AXTA: Pricing in Higher Gear as Strategic Review Proceeds
|
Chemicals |
Hold |
|
| 07.28.2019 |
APD
|
APD: Bucking the Trend in Asia; Raising Estimates and PT
|
Chemicals |
Hold |
|
| 07.26.2019 |
EMN
|
EMN: Trimming Numbers; In the Crosshairs of Geopolitics
|
Chemicals |
Buy |
|
| 07.25.2019 |
DOW
|
DOW: Cutting EPS Again; Cash Actions Reinforce Dividend Floor
|
Chemicals |
Hold |
|
| 07.24.2019 |
CE
|
CE: Mix in Flux as Commodities Outshine Specialties for Now
|
Chemicals |
Hold |
|
| 07.22.2019 |
RPM
|
RPM: Consumer Back on Track as Transformation Continues
|
Chemicals |
Sell |
|
| 07.19.2019 |
PPG
|
PPG: Bad Will Be Good Soon...
|
Chemicals |
Hold |
|
| 07.15.2019 |
APD
|
Chemicals: Earnings Preview; Still Searching for a Bottom
|
Chemicals |
N/A |
|
| 07.10.2019 |
CE
|
CE: New CEO Out of Blocks Well; Running to Transformation?
|
Chemicals |
Hold |
|
| 07.02.2019 |
CE
|
CE: Downgrade to Hold on Challenges in Acetyls and EM
|
Chemicals |
Hold |
|
| 07.01.2019 |
APD
|
Chemicals: Polymer Price Pressure Persists
|
Chemicals |
N/A |
|
| 06.26.2019 |
LYB
|
LYB: Fine Tuning For Fundamentals and Financial Engineering
|
Chemicals |
Hold |
|
| 06.21.2019 |
APD
|
Chemicals: Materials Conference Highlights - Chemicals
|
Chemicals |
N/A |
|
| 06.19.2019 |
AXTA
|
AXTA: Still for Sale? Initiates Review of Strategic Alternatives
|
Chemicals |
Hold |
|
| 06.10.2019 |
LYB
|
LYB: Going Dutch; Timing Looks Right for $3bn Tender
|
Chemicals |
Hold |
|
| 06.05.2019 |
PPG
|
PPG: Aerospace Deep Dive Plus Bomber Run
|
Chemicals |
Hold |
|
| 05.31.2019 |
APD
|
Chemicals: Chart of the Day - Mexico in the Crosshairs
|
Chemicals |
Hold |
|
| 05.16.2019 |
HUN
|
HUN: MDI Price Hike on the Table; Other Lines Look Steady
|
Chemicals |
Buy |
|
| 05.09.2019 |
LTHM
|
LTHM: Moving to Hold as Hydroxide Thesis is Compromised
|
Chemicals |
Hold |
|
| 04.25.2019 |
APD
|
APD: Downgrading to Hold on Strength, Valuation
|
Chemicals |
Hold |
|
| 04.18.2019 |
DWDP
|
DWDP: Sharpening Pencil on 1Q to Reflect Corteva Timing
|
Chemicals |
Buy |
|
| 04.15.2019 |
APD
|
Chemicals: Earnings Preview; Running Uphill Against the Clock
|
Chemicals |
N/A |
|
| 04.11.2019 |
TROX
|
TROX: Cristal Closed; Cash to Come
|
Chemicals |
Buy |
|
| 04.04.2019 |
RPM
|
RPM: Spring is in the Air and in Consumer's Step
|
Chemicals |
Sell |
|
| 04.02.2019 |
LIN
|
LIN: Raising PT; Tonnage Strategies Support Industry Returns
|
Chemicals |
Hold |
|
| 04.01.2019 |
DWDP
|
DWDP: Resetting Target to Reflect DOW Spin-Off
|
Chemicals |
Buy |
|
| 04.01.2019 |
DOW
|
DOW: Initiating at Hold; Nice Yield Vehicle in Middle Gear
|
Chemicals |
Hold |
|
| 03.27.2019 |
WLK
|
WLK: First Drop in 18 Months at Double the C-Corp Multiple
|
Chemicals |
Hold |
|
| 03.25.2019 |
WLK
|
WLK: CFO Meeting Spotlights Cycle, Mix, Growth and an Option
|
Chemicals |
Hold |
|
| 03.21.2019 |
APD
|
Chemicals: Not So Super After All?
|
Chemicals |
N/A |
|
| 03.19.2019 |
TROX
|
TROX: Cristal Merger Moves to Commissioner Review
|
Chemicals |
Buy |
|
| 03.18.2019 |
HUN
|
HUN: Still Searching for Bottom; Reducing Numbers Accordingly
|
Chemicals |
Buy |
|
| 03.15.2019 |
DWDP
|
DWDP: CEO Meeting Update on Portfolio and Operations
|
Chemicals |
Buy |
|
| 03.11.2019 |
APD
|
Chemicals: Commodity Chemical Calculus; Swimming in Inventory
|
Chemicals |
N/A |
|
| 03.08.2019 |
APD
|
Chemicals: Top Picks Change; Swapping CC for LTHM
|
Chemicals |
N/A |
|
| 03.01.2019 |
FMC
|
FMC: Resetting Target to Reflect Livent Spin-Off
|
Chemicals |
Buy |
|
| 02.26.2019 |
DWDP
|
DWDP: Spin Class Two; New Dow Features Cash Flow and Yield
|
Chemicals |
Buy |
|
| 02.22.2019 |
DWDP
|
DWDP: Spin Class One; Sell-Side Analyst Event Takeaways
|
Chemicals |
Buy |
|
| 02.14.2019 |
OLN
|
OLN: Catalysts in 2021 Render Cycle Option Inexpensive
|
Chemicals |
Buy |
|
| 01.29.2019 |
ALB
|
Chemicals: Lithium Landscape; Mountains and Molehills in Chile
|
Chemicals |
N/A |
|
| 01.24.2019 |
LYB
|
LYB: Crude Thoughts; Maya "K-Factor" Tanks Crack Spread
|
Chemicals |
Hold |
|
| 01.22.2019 |
LIN
|
LIN: New $6bn Repo Plan is a Step in the Right Direction
|
Chemicals |
Hold |
|
| 01.16.2019 |
SHW
|
SHW: Right-sizing for Reality
|
Chemicals |
Hold |
|
| 01.15.2019 |
AIR-FR
|
Vertical Research Partners Top Picks - VRP Top Picks for 2019
|
Chemicals |
N/A |
|
| 01.11.2019 |
APD
|
Chemicals: Chart of the Day - Revenge of the Commodities?
|
Chemicals |
Buy |
|
| 01.10.2019 |
APD
|
Chemicals: Commodity Chemical Calculus; Houston, We've Bottomed
|
Chemicals |
N/A |
|
| 01.08.2019 |
DWDP
|
DWDP: China Trait Approvals Brighten Ag Outlook
|
Chemicals |
Buy |
|
| 01.07.2019 |
APD
|
Chemicals: China and Europe Weakness Weigh on Operating Rate
|
Chemicals |
N/A |
|
| 01.03.2019 |
UNVR
|
UNVR: Upgrade to Buy; NXEO Deal Amplifies Growth Not Risk
|
Chemicals |
Buy |
|
| 01.03.2019 |
RPM
|
RPM: Downgrade to Sell as Margin of Safety Wears Thin
|
Chemicals |
Sell |
|
| 01.03.2019 |
APD
|
Chemicals: Upgrading US Chemicals to Overweight
|
Chemicals |
N/A |
|
| 12.20.2018 |
AXTA
|
AXTA: 2019 Outlook Mixed; FCF Lends Support
|
Chemicals |
Hold |
|
| 12.17.2018 |
APD
|
Chemicals: Chart of the Day - Dry Powder for Self Defense
|
Chemicals |
Buy |
|
| 12.12.2018 |
APD
|
Chemicals: Commodity Chemical Calculus; Unhappy Holidays
|
Chemicals |
N/A |
|
| 12.07.2018 |
APD
|
Chemicals: A Brief Study of End Market Exposures
|
Chemicals |
N/A |
|
| 12.05.2018 |
TROX
|
TROX: Are You Not Entertained? Is This Not Why You Are Here?
|
Chemicals |
Buy |
|
| 12.04.2018 |
FMC
|
FMC: Investor Day Highlights Growth and Granularity
|
Chemicals |
Buy |
|
| 11.29.2018 |
RPM
|
RPM: Investor Day Maps Aggressive Path for 2021
|
Chemicals |
Hold |
|
| 11.28.2018 |
VNTR
|
VNTR: Focusing on Execution While Market Remains in Flux
|
Chemicals |
Hold |
|
| 11.27.2018 |
ALB
|
Chemicals: Lithium Landscape; Spotlight on Hydroxide
|
Chemicals |
N/A |
|
| 11.21.2018 |
ALB
|
ALB: Shifting Chips to Second JV in Australia
|
Chemicals |
Buy |
|
| 11.20.2018 |
APD
|
Chemicals: Commodity Chemical Calculus; Export Bids Ebb
|
Chemicals |
N/A |
|
| 11.20.2018 |
APD
|
Chemicals: The Price of Success; A Brief Study of Pricing Power
|
Chemicals |
N/A |
|
| 11.19.2018 |
LTHM
|
LTHM: Lithium Learnings From Livent; Affirm Buy on LTHM
|
Chemicals |
Buy |
|
| 10.04.2016 |
UNVR
|
A Time for Value; Chemicals Investing in a "3L" World
|
Chemicals |
N/A |
|
