| 07.19.2021 |
PPG
|
PPG: Supply-Chain Issues Squeeze Earnings; Miss, Guides Down
|
Chemicals |
Buy |
|
| 07.14.2021 |
CTVA
|
Chemicals: Pipeline Dive Into Crop Protection Chemicals
|
Chemicals |
N/A |
|
| 07.13.2021 |
CTVA
|
Chemicals / Agriculture: USDA WASDE Supports Crop Prices; Condition Improves
|
Chemicals |
N/A |
|
| 07.08.2021 |
APD
|
Chemicals: Earnings Preview; Echo Effect in 2Q
|
Chemicals |
N/A |
|
| 07.07.2021 |
AXTA
|
AXTA: Inks British Refinish Deal
|
Chemicals |
Buy |
|
| 06.30.2021 |
CTVA
|
Chemicals / Agriculture: Ag Commodities Surge on Today's USDA Updates
|
Chemicals |
N/A |
|
| 06.30.2021 |
CE
|
CE: M&A Ramps Via $1.15bn EM Deal With XOM
|
Chemicals |
Hold |
|
| 06.24.2021 |
FMC
|
FMC: Downgrade to Hold; Back Half Looks Like a Tall Order
|
Chemicals |
Hold |
|
| 06.21.2021 |
WLK
|
WLK: Diving Deeper Into Building Products Via $2bn Boral Deal
|
Chemicals |
Buy |
|
| 06.17.2021 |
APD
|
Chemicals: Chart of the Day - Taking Stock of Inventory
|
Chemicals |
Hold |
|
| 06.15.2021 |
CTVA
|
Chemicals: Midwest Drought Sows Seeds of Doubt
|
Chemicals |
N/A |
|
| 06.10.2021 |
APD
|
APD: Something New, Something Blue
|
Chemicals |
Hold |
|
| 06.09.2021 |
EMN
|
EMN: Raising EPS and Target on Tire Additives Divestiture
|
Chemicals |
Buy |
|
| 06.09.2021 |
SHW
|
SHW: Ascending to Street Level + Other Investor Day Highlights
|
Chemicals |
Hold |
|
| 06.07.2021 |
APD
|
Chemicals: Chart of the Day: FCF Conversion and Yield
|
Chemicals |
Hold |
|
| 06.04.2021 |
APD
|
Chemicals: Top Picks - Swapping UNVR for HUN
|
Chemicals |
N/A |
|
| 05.28.2021 |
APD
|
Chemicals: What's New? Innovation Conference Highlights
|
Chemicals |
N/A |
|
| 05.18.2021 |
DOW
|
Chemicals: Chlor-Alkali: Running Better But Less to Run
|
Chemicals |
N/A |
|
| 05.18.2021 |
LIN
|
LIN: Upgrade to Buy on NT Tailwinds + LT Growth Optionality
|
Chemicals |
Buy |
|
| 05.13.2021 |
APD
|
Chemicals: Chart of the Day: That 70's Show; Historical Perspective on Chemicals Inflation
|
Chemicals |
Hold |
|
| 05.11.2021 |
UNVR
|
UNVR: Margin Inflection is Here; Raising EPS and Target
|
Chemicals |
Buy |
|
| 05.10.2021 |
APD
|
APD: Projects Back on Track? Raising Numbers Modestly
|
Chemicals |
Hold |
|
| 05.10.2021 |
CTVA
|
CTVA: Maintain Buy; Expect Price/Mix to Outpace Costs in 2022
|
Chemicals |
Buy |
|
| 05.10.2021 |
APD
|
APD: F2Q Light, Guides in Line With Upside From Lu'An, Jazan
|
Chemicals |
Hold |
|
| 05.07.2021 |
UNVR
|
UNVR: Beats, Raises as Margin Upside Drives Strong 1Q
|
Chemicals |
Buy |
|
| 05.07.2021 |
ALB
|
ALB: Waiting is the Hardest Part; Maintain 2021E, Bump PT $5
|
Chemicals |
Hold |
|
| 05.06.2021 |
FMC
|
FMC: Taking Medicine in Brazil; Maintain 2021 EPS, Target
|
Chemicals |
Buy |
|
| 05.06.2021 |
LIN
|
LIN: Big, Broad Beat in 1Q; Guides 2021E >4% Above Street
|
Chemicals |
Hold |
|
| 05.05.2021 |
FMC
|
FMC: Beat a Bit, Raise a Bit
|
Chemicals |
Buy |
|
| 05.05.2021 |
ALB
|
ALB: Lithium Drives 1Q Upside; Affirms 2021E on Soft Catalysts
|
Chemicals |
Hold |
|
| 05.05.2021 |
AXTA
|
AXTA: CMD: Growth to Accelerate Via M&A, Asia, and Innovation
|
Chemicals |
Buy |
|
| 05.04.2021 |
WLK
|
WLK: Look for Record EBITDA in 2Q; Raising EPS and Target
|
Chemicals |
Buy |
|
| 05.04.2021 |
CTVA
|
CTVA: Big Beat in 1Q; Sits Tight on 2021 Guide For Now
|
Chemicals |
Buy |
|
| 05.04.2021 |
CTVA
|
Chemicals: Corn Has Caught Up; Planting Progress Improves
|
Chemicals |
N/A |
|
| 05.04.2021 |
LTHM
|
LTHM: Green Lights For Prices and Projects; Raising Numbers
|
Chemicals |
Sell |
|
| 05.04.2021 |
WLK
|
WLK: Olefins Strength Drives Earnings Upside in 1Q
|
Chemicals |
Buy |
|
| 05.03.2021 |
LYB
|
LYB: Making Hay While the Sun Shines; Raising 2021 EPS
|
Chemicals |
Buy |
|
| 05.03.2021 |
EMN
|
EMN: Renewals in Progress; Raising Estimates and PT
|
Chemicals |
Buy |
|
| 04.30.2021 |
HUN
|
HUN: Party Like It's...2018? Raising Estimates and Target
|
Chemicals |
Buy |
|
| 04.30.2021 |
LYB
|
LYB: O&P-Americas Drives 1Q Beat
|
Chemicals |
Buy |
|
| 04.30.2021 |
HUN
|
HUN: Beats Across Board on Strong Finish in March
|
Chemicals |
Buy |
|
| 04.29.2021 |
EMN
|
EMN: Beats and Raises; Powering Through Uri
|
Chemicals |
Buy |
|
| 04.29.2021 |
OLN
|
OLN: Upgrade to Buy on Accelerated Transformation
|
Chemicals |
Buy |
|
| 04.27.2021 |
OLN
|
OLN: Hikes EBITDA Targets For 2021+; Hedges Boost 1Q
|
Chemicals |
Hold |
|
| 04.27.2021 |
SHW
|
SHW: Hitting the High Notes; Raising EPS and PT
|
Chemicals |
Hold |
|
| 04.27.2021 |
AXTA
|
AXTA: Marching Along the Comeback Trail
|
Chemicals |
Buy |
|
| 04.27.2021 |
SHW
|
SHW: Broad Strength Drives 1Q EPS Beat; Guides '21 Flat
|
Chemicals |
Hold |
|
| 04.26.2021 |
AXTA
|
AXTA: Beat and Raise for 2021E, Despite Some Headwinds in 2Q
|
Chemicals |
Buy |
|
| 04.26.2021 |
GRA
|
GRA: Moving to Neutral as $70 Deal Comes to Fruition
|
Chemicals |
Hold |
|
| 04.23.2021 |
CE
|
CE: Acetyls and EM Both Looking Good; Raising Numbers
|
Chemicals |
Hold |
|
| 04.22.2021 |
CE
|
CE: Beat and Raise on Strength in Acetyls and EM
|
Chemicals |
Hold |
|
| 04.22.2021 |
DOW
|
DOW: Peak Now, Peak Later, or Both? Raising Estimates and PT
|
Chemicals |
Hold |
|
| 04.22.2021 |
DOW
|
DOW: Price, Price and More Price; Sizeable Beat in 1Q
|
Chemicals |
Hold |
|
| 04.20.2021 |
DOW
|
Chemicals: Chlor-Alkali Supply Constraints Persist Post-Uri
|
Chemicals |
N/A |
|
| 04.19.2021 |
ALB
|
Chemicals: Lithium Deal Creates New Global Top 5 Player
|
Chemicals |
N/A |
|
| 04.16.2021 |
PPG
|
PPG: Growing, Growing, Gone; Affirm Buy, and Raise Numbers
|
Chemicals |
Buy |
|
| 04.15.2021 |
PPG
|
PPG: Beats Big on Top and Bottom Lines; Guides 2Q Higher
|
Chemicals |
Buy |
|
| 04.13.2021 |
APD
|
Chemicals: Chart of the Day: Auto Demand Strength vs. Auto Supply Crunch
|
Chemicals |
Hold |
|
| 04.09.2021 |
APD
|
Chemicals: Earnings Preview; Welcome to the Roaring Twenties
|
Chemicals |
N/A |
|
| 04.07.2021 |
RPM
|
RPM: Finds Another Gear on Price; Maintain Buy
|
Chemicals |
Buy |
|
| 04.07.2021 |
RPM
|
RPM: F3Q Good Despite Uri; F4Q Decent Given Raw Challenges
|
Chemicals |
Buy |
|
| 04.01.2021 |
GRA
|
GRA: 40 North Hikes Bid to $70
|
Chemicals |
Buy |
|
| 04.01.2021 |
APD
|
Chemicals: Infrastructure and Chemicals
|
Chemicals |
N/A |
|
| 03.31.2021 |
CTVA
|
Agricultural Chemicals and Machinery: Where Did the Acres Go? Corn, Soy Intentions Look Light
|
Chemicals |
N/A |
|
| 03.30.2021 |
APD
|
Chemicals : Pension Dimensions; A Brief Update on Plans and Trends
|
Chemicals |
N/A |
|
| 03.26.2021 |
CE
|
CE: Interesting Upside Optionality; Raising Numbers
|
Chemicals |
Hold |
|
| 03.25.2021 |
CE
|
CE: Full Speed Ahead on EPS and Organic Investment
|
Chemicals |
Hold |
|
| 03.22.2021 |
DOW
|
DOW: Raising Numbers on Big Boost From Uri
|
Chemicals |
Hold |
|
| 03.19.2021 |
GRA
|
GRA: Better than Feared? Trimming 1Q on Uri
|
Chemicals |
Buy |
|
| 03.18.2021 |
LYB
|
LYB: Raising Estimates and PT; Ethylene Tight, Propylene Short
|
Chemicals |
Buy |
|
| 03.16.2021 |
OLN
|
OLN: The Big Squeeze; Raising Numbers on Supply Curtailment
|
Chemicals |
Hold |
|
| 03.11.2021 |
APD
|
Chemicals: Specialty Chemical Highlights from WPC
|
Chemicals |
N/A |
|
| 03.10.2021 |
APD
|
Chemicals: WPC Flags China Supply Risk Before Global Peak in 2024+
|
Chemicals |
N/A |
|
| 03.04.2021 |
RPM
|
RPM: Upgrade to Buy; Quality on Sale With Risks Priced In Now
|
Chemicals |
Buy |
|
| 02.26.2021 |
GRA
|
Chemicals: GRA Enters Custom Synthesis Via FCS Deal with ALB
|
Chemicals |
N/A |
|
| 02.25.2021 |
UNVR
|
UNVR: Grinding It Out; Maintain EPS and Target
|
Chemicals |
Buy |
|
| 02.24.2021 |
UNVR
|
UNVR: 4Q Earnings Beat; Guide Mixed With Lots of Moving Parts
|
Chemicals |
Buy |
|
| 02.23.2021 |
WLK
|
WLK: Affirm Buy on Tighter CAV Chain
|
Chemicals |
Buy |
|
| 02.23.2021 |
WLK
|
WLK: Vinyls Drives 4Q Upside Despite Hurricane Hits
|
Chemicals |
Buy |
|
| 02.22.2021 |
LTHM
|
LTHM: Mixed 4Q/Outlook; More Capital Needed to Grow
|
Chemicals |
Sell |
|
| 02.22.2021 |
ALB
|
ALB: Move to Hold; Lithium Prospects Better than Catalysts
|
Chemicals |
Hold |
|
| 02.18.2021 |
AXTA
|
AXTA: Two Steps Forward, One Back; Raising Numbers
|
Chemicals |
Buy |
|
| 02.17.2021 |
AXTA
|
AXTA: Ends 2020 on Higher Note; Guides 1Q Above Street
|
Chemicals |
Buy |
|
| 02.17.2021 |
ALB
|
ALB: Sets Low Bar for 2021 Despite Solid 4Q Results
|
Chemicals |
Sell |
|
| 02.17.2021 |
APD
|
Chemicals: Chart of the Day - Hurricane in February? Deep Freeze Hits Petrochemical Supply
|
Chemicals |
Hold |
|
| 02.16.2021 |
APD
|
Chemicals: Earnings Scorecard; Commodities Lead Decent Start in '21
|
Chemicals |
N/A |
|
| 02.12.2021 |
HUN
|
HUN: Entering '21 With Fundamental and Financial Momentum
|
Chemicals |
Buy |
|
| 02.12.2021 |
HUN
|
HUN: 4Q Eclipses Pre-Release; 1Q Outlook Above Street
|
Chemicals |
Buy |
|
| 02.11.2021 |
FMC
|
FMC: 1Q View: Witches Brew or Savory Stew?
|
Chemicals |
Buy |
|
| 02.09.2021 |
FMC
|
FMC: Soft Patch Extends to 1Q; Underlying Growth Better
|
Chemicals |
Buy |
|
| 02.09.2021 |
GRA
|
GRA: Raising Estimates on Brighter Outlook
|
Chemicals |
Buy |
|
| 02.09.2021 |
GRA
|
GRA: MT Drives Modest Beat; Guides 2021 EPS Slightly Below
|
Chemicals |
Buy |
|
| 02.08.2021 |
LIN
|
LIN: Smooth Operator; Raising Numbers
|
Chemicals |
Hold |
|
| 02.08.2021 |
SHW
|
SHW: A Deeper Dive; Success Breeds Confidence in 2021+
|
Chemicals |
Hold |
|
| 02.05.2021 |
APD
|
APD: Rougher Sledding For Now; Maintain Hold
|
Chemicals |
Hold |
|
| 02.05.2021 |
LIN
|
LIN: Broad-Based Upside Drives 4Q Beat; Guides Above for 1Q
|
Chemicals |
Hold |
|
| 02.04.2021 |
CTVA
|
CTVA: Hitting Stride Internally and Externally; Raising Numbers
|
Chemicals |
Buy |
|
| 02.04.2021 |
APD
|
APD: EPS Miss as Margin Slips in F1Q
|
Chemicals |
Hold |
|
| 02.03.2021 |
CTVA
|
CTVA: Volume of +10% Drives 4Q Beat; Guides Above for 2021E
|
Chemicals |
Buy |
|
| 02.03.2021 |
ALB
|
ALB: New $1.3bn+ Equity Deal to Fuel Lithium Reinvestment
|
Chemicals |
Sell |
|
