Deep Dives - Chemicals

Date Ticker Title Vertical Rating (at time of publication)
12.01.2021 ECL
  • ECL: Raising Estimates Slightly as We Fold in Purolite
  • Chemicals Hold
    11.30.2021 APD
  • Chemicals: Chart of the Day - Pandemic Performance Retrospective
  • Chemicals Hold
    11.29.2021 WLK
  • WLK: Thumbs Up on Acquisition of Hexion's Epoxy Business
  • Chemicals Buy
    11.24.2021 RPM
  • RPM: Downshift to Hold from Buy
  • Chemicals Hold
    11.17.2021 UNVR
  • UNVR: Highlights Specialties as Driver of Growth, Margins
  • Chemicals Buy
    11.16.2021 APD
  • Chemicals: How Energy Evolution Is Reshaping Chemicals
  • Chemicals N/A
    11.10.2021 HUN
  • HUN: Publishes Three Chapter Playbook at Investor Day
  • Chemicals Buy
    11.08.2021 ALB
  • ALB: Raising EPS, PT; Keeping Up With Demand is a Challenge
  • Chemicals Hold
    11.05.2021 LTHM
  • LTHM: Choppy 3Q But Growth Foundation Still Strong
  • Chemicals Hold
    11.05.2021 APD
  • APD: Trimming EPS on Project, Energy Angles
  • Chemicals Hold
    11.04.2021 CTVA
  • CTVA: Momentum Looks Good Into 2022; Raising Numbers
  • Chemicals Buy
    11.04.2021 APD
  • APD: Modest Beat in F4Q; Guides 2022E 3-4% Below Street
  • Chemicals Hold
    11.03.2021 CTVA
  • CTVA: Beats and Bumps 2021 EPS By 5c; FCF Looks Up Big
  • Chemicals Buy
    11.03.2021 ALB
  • ALB: Nice EPS Beat as Lithium Accelerates
  • Chemicals Hold
    11.03.2021 FMC
  • FMC: Turning the Corner? Raising Numbers on Encouraging 3Q
  • Chemicals Hold
    11.03.2021 UNVR
  • UNVR: Interesting Inflections; Raising EPS and Target
  • Chemicals Buy
    11.02.2021 FMC
  • FMC: Beats and Raises a Nickel; 4Q EPS Range Curiously Wide
  • Chemicals Hold
    11.02.2021 WLK
  • WLK: Vinyls Good Outweighs Olefins Bad; Raising Numbers
  • Chemicals Buy
    11.02.2021 WLK
  • WLK: Vinyls Drive 3Q Upside With M&A Momentum Into 4Q
  • Chemicals Buy
    11.01.2021 UNVR
  • UNVR: Beats and Raises With New Repurchase Authorization
  • Chemicals Buy
    11.01.2021 EMN
  • EMN: Portfolio Progress Bodes Well for Margins, Multiple
  • Chemicals Buy
    11.01.2021 LYB
  • LYB: The End of An Era in More Ways Than One
  • Chemicals Buy
    10.29.2021 HUN
  • HUN: Affirm Buy; Lots and Lots of Catalysts
  • Chemicals Buy
    10.29.2021 LYB
  • LYB: 3Q Miss on Tax, Margin Pressure; CFFO Stronger
  • Chemicals Buy
    10.29.2021 HUN
  • HUN: Solid 3Q With Nice Glide Path Into 4Q
  • Chemicals Buy
    10.28.2021 ECL
  • ECL: $3.7bn Purolite Deal Biggest Acquisition in a Decade
  • Chemicals Hold
    10.28.2021 EMN
  • EMN: Mixed Bag in 2H; Guides Above Street for 2022 Though
  • Chemicals Buy
    10.28.2021 LIN
  • LIN: Raising EPS on Jump in Backlog; Energy at Center Stage
  • Chemicals Buy
    10.28.2021 APD
  • APD: Jazan is Closed....Mostly
  • Chemicals Hold
    10.28.2021 LIN
  • LIN: Strong Top Line Drives Beat and Raise
  • Chemicals Buy
    10.27.2021 ECL
  • ECL: EPS Tracking A Bit Better on Institutional, Ida Angles
  • Chemicals Hold
    10.27.2021 SHW
  • SHW: Controllables Tracking Well; Bumping EPS, PT
  • Chemicals Hold
    10.26.2021 AXTA
  • AXTA: Adding a Nickel on Upside in Performance Coatings
  • Chemicals Buy
    10.26.2021 ECL
  • ECL: Nice Result in 3Q; 4Q Outlook Appears Mixed
  • Chemicals Hold
    10.26.2021 SHW
  • SHW: EPS Near the Mark as Margin Pressure Persists
  • Chemicals Hold
    10.25.2021 AXTA
  • AXTA: Performance Coatings Drives Moderate Beat in 3Q
  • Chemicals Buy
    10.25.2021 OLN
  • OLN: Plan is Coming Together Nicely; Raising EPS, Target
  • Chemicals Buy
    10.22.2021 CE
  • CE: Upgrade of Acetyls Outlook Supports Higher EPS, Target
  • Chemicals Buy
    10.22.2021 DOW
  • DOW: Two Out of Three Ain't Bad; Raising Estimates
  • Chemicals Hold
    10.21.2021 CE
  • CE: 3Q Good Thanks to Acetyls; 4Q Looks Much Better
  • Chemicals Buy
    10.21.2021 OLN
  • OLN: Earnings and Cash Flow Up Big; Capacity Down (Again)
  • Chemicals Buy
    10.21.2021 PPG
  • PPG: Could 4Q Be Max Margin Pain? Outlook Decent in 2022+
  • Chemicals Buy
    10.21.2021 DOW
  • DOW: Solid 3Q as Strong Pricing Fuels Upside to Sales, Margin
  • Chemicals Hold
    10.20.2021 PPG
  • PPG: Clears Lower Bar; 4Q Looks Softer Though
  • Chemicals Buy
    10.19.2021 CTVA
  • Chemicals: Bayer Ag Update; Reinventing Corn and Digital Too
  • Chemicals N/A
    10.18.2021 APD
  • Chemicals: Chart of the Day - Factors of Production
  • Chemicals Hold
    10.14.2021 APD
  • APD: Blue-isiana; APD Unveils $4.5bn Blue H2 Project in LA
  • Chemicals Hold
    10.13.2021 APD
  • Chemicals: Earnings Preview; State of Flux
  • Chemicals N/A
    10.08.2021 RPM
  • RPM: Nearing Inflection as Price Push Persists
  • Chemicals Buy
    10.07.2021 DOW
  • DOW: Growing Greener; Investor Day Highlights
  • Chemicals Hold
    10.06.2021 RPM
  • RPM: Solid F1Q ex Consumer; Lower Guide Not a Shocker
  • Chemicals Buy
    10.05.2021 APD
  • Chemicals: China's Energy Crunch; Initial Thoughts for Chemicals
  • Chemicals N/A
    09.27.2021 ECL
  • ECL: Initiating at Hold; Too Many Bullets to Dodge
  • Chemicals Hold
    09.22.2021 GRA
  • GRA: Discontinuing Coverage of GRA Shares
  • Chemicals Hold
    09.16.2021 PPG
  • PPG: Industrial Growth Inflection; Margins to Follow
  • Chemicals Buy
    09.14.2021 APD
  • Chemicals: Chart of the Day - Restarts Galore, But Chronic Supply Pain Lingers
  • Chemicals Hold
    09.13.2021 ALB
  • ALB: Well Positioned For Second Lithium Cycle
  • Chemicals Hold
    09.08.2021 APD
  • Chemicals: Cutting Coatings Estimates on Raw Materials and Autos
  • Chemicals N/A
    09.07.2021 APD
  • Chemicals: Back to School Guide, 2021 Edition
  • Chemicals N/A
    09.01.2021 APD
  • Chemicals: Chart of the Day - Ida Impact Now
  • Chemicals Hold
    08.30.2021 APD
  • Chemicals: Ida Likely to Extend Commodity Chemical Inflation Wave
  • Chemicals N/A
    08.27.2021 APD
  • Chemicals: Chemical Stocks Pop as Ida Heads Toward the US Gulf
  • Chemicals N/A
    08.26.2021 CE
  • Chemicals: Petrochemicals Inflection is Upon Us; CDI Call Notes
  • Chemicals N/A
    08.25.2021 LYB
  • LYB: CEO Patel Retirement Comes as a Surprise
  • Chemicals Buy
    08.17.2021 CTVA
  • Chemicals: Chart of the Day - Parsing Crop Protection Chemical Trends
  • Chemicals Buy
    08.16.2021 APD
  • Chemicals: Chlor-Alkali Rate Higher, But Production Pinch Persists
  • Chemicals N/A
    08.09.2021 APD
  • APD: Trimming a Nickel, Reducing PT; Light on Leverage
  • Chemicals Hold
    08.09.2021 APD
  • APD: Tracking Just Under the Bar in F3Q and the Year
  • Chemicals Hold
    08.09.2021 LTHM
  • LTHM: Upgrade to Hold; Lots of Lithium Momentum
  • Chemicals Hold
    08.06.2021 CTVA
  • CTVA: Affirm Buy as Volume, Price, and FX Overpower Inflation
  • Chemicals Buy
    08.06.2021 ALB
  • ALB: Lithium Momentum Looking Good; Raising Numbers
  • Chemicals Hold
    08.05.2021 CTVA
  • CTVA: Stronger Seed Earnings Drive Beat and Raise
  • Chemicals Buy
    08.05.2021 FMC
  • FMC: Reducing Numbers on Price-Cost Squeeze
  • Chemicals Hold
    08.05.2021 UNVR
  • UNVR: Raising EPS; Focus on Earnings, Not Margins
  • Chemicals Buy
    08.04.2021 ALB
  • ALB: Posts Modest Beat; Guides EPS Up Yet Below Street
  • Chemicals Hold
    08.03.2021 WLK
  • WLK: 2021 Will Be a Fine Vintage Indeed
  • Chemicals Buy
    08.03.2021 FMC
  • FMC: Guides EPS and FCF Lower After Modest Beat in 2Q
  • Chemicals Hold
    08.03.2021 EMN
  • EMN: Chemical Intermediates Drives 2021 Earnings, CF Higher
  • Chemicals Buy
    08.03.2021 WLK
  • WLK: Beats in 2Q; Lots of Deleveraging to Fund M&A Wave
  • Chemicals Buy
    08.02.2021 EMN
  • EMN: Beats and Guides 2021 EPS and FCF Higher
  • Chemicals Buy
    08.02.2021 UNVR
  • UNVR: Beats and Guides EBITDA Above Street
  • Chemicals Buy
    08.02.2021 LIN
  • LIN: Stronger Everything? Almost; Raising EPS and Target
  • Chemicals Buy
    08.02.2021 LYB
  • LYB: Climbing Everest; Raising Numbers...Again
  • Chemicals Buy
    07.30.2021 HUN
  • HUN: Looking Beyond MDI; Raising EPS and Target
  • Chemicals Buy
    07.30.2021 HUN
  • HUN: Beats With Encouraging Outlook for 3Q
  • Chemicals Buy
    07.30.2021 LYB
  • LYB: Plastics, Intermediates Drive 2Q Upside
  • Chemicals Buy
    07.30.2021 LIN
  • LIN: Beats and Raises With 2Q Upside to Sales and Margins
  • Chemicals Buy
    07.28.2021 OLN
  • OLN: Firing on All Cylinders Now; Raising Numbers
  • Chemicals Buy
    07.28.2021 SHW
  • SHW: Pros Pick Up Slack as DIY Ebbs
  • Chemicals Hold
    07.27.2021 OLN
  • OLN: Epoxy, Winchester Drive 2Q Earnings Higher
  • Chemicals Buy
    07.27.2021 AXTA
  • AXTA: A Tale of Two Segments; Maintain Target, Trim EPS
  • Chemicals Buy
    07.27.2021 SHW
  • SHW: 2Q Nearly In Line Despite Weaker DIY; Affirms Guide
  • Chemicals Hold
    07.26.2021 AXTA
  • AXTA: Posts Decent 2Q, Trims 2021E on Supply Chain Challenges
  • Chemicals Buy
    07.26.2021 RPM
  • RPM: Supply Unchained as DIY Ebbs; Trimming Numbers
  • Chemicals Buy
    07.26.2021 RPM
  • RPM: Solid F4Q But Guides Below Street On Consumer Pressure
  • Chemicals Buy
    07.26.2021 CE
  • CE: Upgrade to Buy; Acetyls Unwind Priced In
  • Chemicals Buy
    07.22.2021 CE
  • CE: Acetyls Bonanza Fuels Beat and Raise
  • Chemicals Hold
    07.22.2021 DOW
  • DOW: As Good as It Gets...But Better!
  • Chemicals Hold
    07.22.2021 DOW
  • DOW: Solid Beat on Price, Margin Momentum
  • Chemicals Hold
    07.20.2021 PPG
  • PPG: Supply Unchained; Reducing Estimates and Target
  • Chemicals Buy
    Previous 1  2  3  4  5  6  7  Next

    This website uses cookies. We use cookies to improve the user experience, track anonymous site usage and store authorization tokens. By continuing to browse this website you accept the use of cookies. Click here to read more about how we use cookies.