Deep Dives - Chemicals

Date Ticker Title Vertical Rating (at time of publication)
04.28.2020 PPG
  • PPG: 1Q Good Enough; 2Q Swoon Looks Deep Alright
  • Chemicals Hold
    04.28.2020 CE
  • CE: 1Q In Line; Capex Cut and WC Liquidation Support FCF
  • Chemicals Buy
    04.27.2020 APD
  • Chemicals: Eleven Flavors of Risk and Appetite For Each
  • Chemicals N/A
    04.23.2020 APD
  • APD: Good Shape Overall; Jazan Project Delay Pressures EPS
  • Chemicals Hold
    04.23.2020 APD
  • APD: F2Q a Touch Light Despite Good Volume; Pulls Guide
  • Chemicals Hold
    04.21.2020 CTVA
  • Chemicals: Ag Mini-Preview; Safety is Relative These Days
  • Chemicals N/A
    04.20.2020 MMM
  • Vertical Research Partners: Trading Pairs from VRP Research Team
  • Chemicals N/A
    04.17.2020 APD
  • Chemicals: Chart of the Day - March Demand Preview
  • Chemicals Hold
    04.15.2020 ALB
  • ALB: Is A Lithium Buyout Brewing Down Under?
  • Chemicals Hold
    04.13.2020 OLN
  • OLN: Affirm Buy; Raising Target on Counter-Cyclical Strength
  • Chemicals Buy
    04.09.2020 RPM
  • RPM: Coping Well Overall; Trimming Industrial Earnings
  • Chemicals Hold
    04.08.2020 RPM
  • RPM: F3Q Solid; Pulls Guidance and Suspends Repurchases
  • Chemicals Hold
    04.06.2020 APD
  • Chemicals: Earnings Preview: A Season Like No Other
  • Chemicals N/A
    04.03.2020 UNVR
  • UNVR: Highlights from Virtual CFO Meetings
  • Chemicals Buy
    03.30.2020 APD
  • Chemicals: Stress, Strain and Strategy
  • Chemicals N/A
    03.26.2020 APD
  • Chemicals: Warming Up and Sizing Down
  • Chemicals N/A
    03.18.2020 APD
  • Chemicals: Chart of the Day - Liquidity is the Lifeblood
  • Chemicals Hold
    03.18.2020 APD
  • Chemicals: Capex Cut Calculus
  • Chemicals N/A
    03.10.2020 APD
  • Chemicals: What is Normal? A Brief Update on Normalized Multiples
  • Chemicals N/A
    03.09.2020 APD
  • Chemicals: Oil Price War Implications
  • Chemicals N/A
    03.09.2020 APD
  • Chemicals: Oil Price War Implications
  • Chemicals N/A
    03.06.2020 APD
  • Chemicals: Chart of the Day - Limbo Levels
  • Chemicals Hold
    03.05.2020 APD
  • Chemicals: Pension Dimensions; A Brief Update on Plans and Trends
  • Chemicals N/A
    03.02.2020 APD
  • Chemicals: COVID Crash Playbook
  • Chemicals N/A
    02.25.2020 UNVR
  • UNVR: A Bridge Too Far? 2020 EBITDA Outlook Fine; FCF is Not
  • Chemicals Buy
    02.25.2020 UNVR
  • UNVR: US Earnings Still Trending Down; Leverage Looking Better
  • Chemicals Buy
    02.21.2020 LTHM
  • LTHM: Downgrade to Sell As Cash Burn Accelerates
  • Chemicals Sell
    02.21.2020 ALB
  • ALB: Moving to Hold; Lithium Recovery Option More Expensive
  • Chemicals Hold
    02.19.2020 ALB
  • ALB: Catalysts, Bromine Help ALB Through Lithium Transition
  • Chemicals Buy
    02.19.2020 WLK
  • WLK: Virus vs. Value; Trough Deepens But Thesis Intact
  • Chemicals Buy
    02.18.2020 WLK
  • WLK: Tough Finish to a Challenging Year
  • Chemicals Buy
    02.14.2020 LIN
  • LIN: Four Parallel Paths to Growth; Raising Numbers
  • Chemicals Hold
    02.13.2020 HUN
  • HUN: Visibility Catches Virus; Reducing Numbers in 1H20
  • Chemicals Buy
    02.13.2020 HUN
  • HUN: 4Q in Line Operationally; Still Tough Out There
  • Chemicals Buy
    02.12.2020 APD
  • Chemicals: Chart of the Day - Coatings Industry Sales and Margin Trends
  • Chemicals Hold
    02.06.2020 FMC
  • FMC: Lots of Ways to Grow; Raising EPS and Target
  • Chemicals Buy
    02.05.2020 FMC
  • FMC: Americas and Asia Drive Strong Finish to 2019
  • Chemicals Buy
    02.05.2020 OLN
  • OLN: Trees Look Better Than the Forest Right Now
  • Chemicals Buy
    02.05.2020 OLN
  • OLN: 4Q Results in the Ballpark; Outlook Remains Challenging
  • Chemicals Buy
    02.04.2020 GRA
  • GRA: Slow But Too Low?
  • Chemicals Buy
    02.04.2020 GRA
  • GRA: Catalysts Drive Solid 4Q; Guides 2020 EPS In Line
  • Chemicals Buy
    02.03.2020 AXTA
  • AXTA: A Tale of Two Coatings Businesses
  • Chemicals Hold
    02.03.2020 SHW
  • SHW: 2020 Looks a Lot Like 2019
  • Chemicals Hold
    02.03.2020 EMN
  • EMN: Pulling Lots of Levers to Mitigate Pressure
  • Chemicals Buy
    02.03.2020 LYB
  • LYB: Biding Time with S-D Slack; Reducing EPS and PT
  • Chemicals Hold
    01.31.2020 CE
  • CE: What You See is What You Get? Reducing Numbers
  • Chemicals Hold
    01.31.2020 LYB
  • LYB: 4Q Light on Broad-Based Petrochemicals Weakness
  • Chemicals Hold
    01.30.2020 CE
  • CE: 4Q Well Short; Guides 2020 EPS to Low End
  • Chemicals Hold
    01.30.2020 EMN
  • EMN: Clears Bar Aided by AM; Lower Guide Not a Shocker
  • Chemicals Buy
    01.30.2020 CTVA
  • CTVA: 2020 Looking Up; Rising EPS, PT on Solid 4Q, Outlook
  • Chemicals Hold
    01.30.2020 SHW
  • SHW: 4Q Earnings Miss; SSS Comes in Light
  • Chemicals Hold
    01.30.2020 CTVA
  • CTVA: Solid Finish in 2019; Guides 2020 EPS in Line
  • Chemicals Hold
    01.29.2020 DOW
  • DOW: 2020 Earnings Vision Looks Flat
  • Chemicals Hold
    01.29.2020 DOW
  • DOW: Beats Despite Plastics Pressure; Writedowns Sizeable
  • Chemicals Hold
    01.27.2020 APD
  • APD: Still Delivering; Trimming a Nickel on Jazan Timing
  • Chemicals Hold
    01.27.2020 APD
  • Chemicals: ESG Scorecard; Initial Thoughts on a Surging Trend
  • Chemicals N/A
    01.24.2020 APD
  • APD: Beats as Strong Volume, Healthy Price Boost Margins
  • Chemicals Hold
    01.22.2020 HUN
  • HUN: Covestro Project Delay Bodes Well for MDI
  • Chemicals Buy
    01.22.2020 AIR-FR
  • Vertical Research Partners Top Picks - VRP Top Picks for 2020
  • Chemicals N/A
    01.21.2020 WLK
  • WLK: Upgrade to Buy on Vinyl Growth Angles
  • Chemicals Buy
    01.16.2020 PPG
  • PPG: Bar Looks Low Enough; Trimming EPS on Mixed Trends
  • Chemicals Hold
    01.16.2020 PPG
  • PPG: Guides Below for 2020; 4Q Light on Industrial, Corporate
  • Chemicals Hold
    01.08.2020 RPM
  • RPM: Adding a Nickel on Solid F2Q Results
  • Chemicals Hold
    01.08.2020 RPM
  • RPM: Margins Drive Upside in F2Q; Affirms EPS Range for F2020
  • Chemicals Hold
    01.07.2020 LTHM
  • LTHM: Cutting Numbers; Affirm Hold as Lithium Pressure Persists
  • Chemicals Hold
    01.07.2020 APD
  • Chemicals: 2020 Foresight; Welcome to the Trough?
  • Chemicals N/A
    12.19.2019 CTVA
  • CTVA: Initiating Coverage at Hold; Headwinds Persist in 2020
  • Chemicals Hold
    12.13.2019 ALB
  • ALB: Investor Day Balances Growth With Better FCF
  • Chemicals Buy
    12.11.2019 DOW
  • DOW: Reducing Estimates for 4Q and 2020E
  • Chemicals Hold
    12.11.2019 LYB
  • LYB: Highlights From CEO Meetings in NY
  • Chemicals Hold
    12.06.2019 HUN
  • HUN: Déjà vu; Spray Foam Deal Two
  • Chemicals Buy
    11.26.2019 APD
  • Chemicals: Oil Refineries: Chemical Plants of the Future
  • Chemicals N/A
    11.15.2019 APD
  • Chemicals: A Global Growth Juggernaut: SABIC + Aramco
  • Chemicals N/A
    11.13.2019 LIN
  • LIN: Raising Numbers on Margin Strength
  • Chemicals Hold
    11.12.2019 LIN
  • LIN: Impressive Margins Drive Beat and Raise
  • Chemicals Hold
    11.08.2019 ALB
  • ALB: A Day of Reckoning; Cutting Estimates on Lithium Price
  • Chemicals Buy
    11.07.2019 APD
  • APD: An Amicable Divorce? Price, Projects Propel Profit, Not IP
  • Chemicals Hold
    11.07.2019 APD
  • APD: Margin Drives EBITDA Upside; Guides F2020 Above Street
  • Chemicals Hold
    11.06.2019 ALB
  • ALB: 2020 is Shaping Up to Be a Transition Year
  • Chemicals Buy
    11.06.2019 LTHM
  • LTHM: Earnings Stalemate; Affirm Hold as Lithium Market Settles
  • Chemicals Hold
    11.06.2019 LTHM
  • LTHM: Guides Lower After 3Q In Line; Inks New MOU With LG
  • Chemicals Hold
    11.06.2019 WLK
  • WLK: Cost Relief Drives 3Q Upside; Raising Target
  • Chemicals Hold
    11.05.2019 UNVR
  • UNVR: Affirm Buy; 3Q Results Suggest Thesis Intact
  • Chemicals Buy
    11.05.2019 WLK
  • WLK: Vinyls Drives 3Q Earnings Upside
  • Chemicals Hold
    11.05.2019 UNVR
  • UNVR: 3Q in Line; Guides 4Q Lower But We're Nearly There
  • Chemicals Buy
    11.04.2019 LYB
  • LYB: Weathering the (Supply) Storm Well
  • Chemicals Hold
    11.04.2019 OLN
  • OLN: Tough for Now But Catalyst Rich Starting 4Q20
  • Chemicals Buy
    11.01.2019 LYB
  • LYB: 3Q Nearly In Line Thanks to O&P Americas Strength
  • Chemicals Hold
    10.31.2019 OLN
  • OLN: Guides EBITDA Down Sharply After Decent 3Q
  • Chemicals Buy
    10.31.2019 WLK
  • WLK: Exercise is Good For You...and Westlake
  • Chemicals Hold
    10.30.2019 FMC
  • FMC: Don't Look Now But...
  • Chemicals Buy
    10.29.2019 FMC
  • FMC: Beat and Raise; Sales and Margins Both in Gear
  • Chemicals Buy
    10.29.2019 APD
  • APD: Jazan Project Grows with Positive Implications for EPS
  • Chemicals Hold
    10.28.2019 AXTA
  • AXTA: Elephant Still In Room; Looks Pretty Good Otherwise
  • Chemicals Hold
    10.28.2019 HUN
  • HUN: Time for Another Haircut; Thesis Intact Though
  • Chemicals Buy
    10.25.2019 EMN
  • EMN: Medicine Makes You Better?
  • Chemicals Buy
    10.25.2019 HUN
  • HUN: 3Q Light Across the Board; Pressure Extends to 4Q
  • Chemicals Buy
    10.25.2019 EMN
  • EMN: Guides 2019 EPS Lower; 3Q Light, 4Q Lighter
  • Chemicals Buy
    10.24.2019 GRA
  • GRA: Managing Well Through Adversity
  • Chemicals Buy
    10.24.2019 DOW
  • DOW: Raising Numbers; Earnings, CF Looking Up
  • Chemicals Hold
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