Deep Dives - Chemicals

Date Ticker Title Vertical Rating (at time of publication)
02.01.2021 SHW
  • SHW: Powering Through the Pandemic; Raising Numbers A Bit
  • Chemicals Hold
    02.01.2021 OLN
  • OLN: Cyclical and Structural Momentum Entering 2021
  • Chemicals Hold
    02.01.2021 CE
  • CE: Double Down in TX, Hold 'Em in Asia; Hiking Numbers
  • Chemicals Hold
    02.01.2021 EMN
  • EMN: Reinvesting in ESG; Raising 2021E and PT
  • Chemicals Buy
    01.29.2021 LYB
  • LYB: Finished 2020 in Style; Raising Numbers
  • Chemicals Buy
    01.29.2021 LYB
  • LYB: Beats Big Thanks to O&P in US and Europe
  • Chemicals Buy
    01.28.2021 CE
  • CE: Beats, Guides Up; Acetyls Expansion in TX a "Go" Again
  • Chemicals Hold
    01.28.2021 EMN
  • EMN: Beats in 4Q, Guides Above Street for 2021E
  • Chemicals Buy
    01.28.2021 OLN
  • OLN: Earning Beat on Broad Strength; EBITDA Looks Up in 1Q
  • Chemicals Hold
    01.28.2021 DOW
  • DOW: Nice Momentum Entering '21; Raising Numbers
  • Chemicals Hold
    01.28.2021 SHW
  • SHW: Strength in North America Drives EPS Beat
  • Chemicals Hold
    01.28.2021 DOW
  • DOW: Earnings Beat; Checking Lots of Boxes
  • Chemicals Hold
    01.26.2021 APD
  • Chemicals: Chart of the Day - Paying Full Freight...Delays Too
  • Chemicals Hold
    01.25.2021 PPG
  • PPG: Upgrade to Buy; Better Entry Point After Mixed 4Q
  • Chemicals Buy
    01.22.2021 CTVA
  • CTVA: PFAS Settlement Strengthens Ring Fence
  • Chemicals Buy
    01.21.2021 PPG
  • PPG: 4Q EPS In Line as Industrial Outpaces Performance
  • Chemicals Hold
    01.21.2021 CTVA
  • CTVA: Starboard Turns Up the Heat
  • Chemicals Buy
    01.21.2021 AIR-FR
  • Vertical Research Partners Top Picks - VRP Top Picks for 2021
  • Chemicals N/A
    01.19.2021 FMC
  • FMC: Trimming Numbers on Soft December
  • Chemicals Buy
    01.19.2021 PPG
  • PPG: Akzo Comes Over the Top for Tikkurila
  • Chemicals Hold
    01.15.2021 APD
  • Chemicals: ESG Report Card 2021
  • Chemicals N/A
    01.11.2021 GRA
  • GRA: Upping the Ante: 40 North Hikes Bid
  • Chemicals Buy
    01.07.2021 ALB
  • ALB: Lithium Reinvestment is Here; Doubling Down on Nevada
  • Chemicals Sell
    01.07.2021 RPM
  • RPM: Lots of Cross Currents; Maintain Numbers for Now
  • Chemicals Hold
    01.06.2021 RPM
  • RPM: Top Line Strength Drives F2Q Upside
  • Chemicals Hold
    01.05.2021 ALB
  • ALB: Priced For Perfection? Moving from Hold to Sell
  • Chemicals Sell
    01.05.2021 HUN
  • HUN: Upgrade to Buy; Positive Inflection Plus Portfolio Upgrade
  • Chemicals Buy
    01.05.2021 APD
  • Chemicals: 2021 Outlook: Let's Stay Cyclical
  • Chemicals N/A
    12.21.2020 CTVA
  • CTVA: Affirm Buy on CEO Meeting; Raising Estimates and Target
  • Chemicals Buy
    12.18.2020 PPG
  • PPG: M&A Ramps as PPG Inks Deal to Acquire Tikkurila
  • Chemicals Hold
    12.18.2020 DOW
  • Chemicals: Supply Constraints Tighten Chlor-Alkali Further
  • Chemicals N/A
    12.10.2020 HUN
  • HUN: Raising Numbers on MDI Demand and Margins
  • Chemicals Hold
    12.10.2020 CE
  • CE: Raising Numbers on Acetyl Price Surge + JV Restructuring
  • Chemicals Hold
    12.09.2020 ALB
  • ALB: Tianqi Lithium Deal Brings Good News and Bad News
  • Chemicals Hold
    12.07.2020 HUN
  • HUN: Gabriel Deal Boosts Advanced Materials
  • Chemicals Hold
    12.03.2020 APD
  • Chemicals: Chart of the Day - When Weaker is Stronger
  • Chemicals Hold
    12.03.2020 EMN
  • EMN: Affirm Buy; Raising Numbers on Strong Finish to 2020
  • Chemicals Buy
    12.01.2020 APD
  • Chemicals: Chart of the Day - Twenty Two View...An Early Look
  • Chemicals Hold
    11.30.2020 PPG
  • PPG: Ennis-Flint Deal: Road to Accretion With Growth Option
  • Chemicals Hold
    11.30.2020 LYB
  • LYB: Raising Numbers on Propylene/PP Momentum
  • Chemicals Buy
    11.17.2020 FMC
  • FMC: Affirm Buy; R&D Engine Revving at Higher RPM
  • Chemicals Buy
    11.16.2020 APD
  • Chemicals: Global Chlorine Chain Continues to Tighten
  • Chemicals N/A
    11.11.2020 APD
  • APD: Project Pains Portend Profit Pressure
  • Chemicals Hold
    11.11.2020 LIN
  • LIN: Margins and APAC Drive Numbers Higher
  • Chemicals Hold
    11.11.2020 APD
  • APD: EPS Missed Slightly as Margin Dipped Despite Solid Sales
  • Chemicals Hold
    11.10.2020 DOW
  • DOW: Trimming Estimates on PE Resin and NCI
  • Chemicals Hold
    11.09.2020 GRA
  • GRA: Grace in Play; Initial Thoughts on $60 Cash Takeout Offer
  • Chemicals Buy
    11.09.2020 ALB
  • ALB: Moving to Hold; Positives Likely Priced In Now
  • Chemicals Hold
    11.09.2020 LTHM
  • LTHM: Back to Sell; Stock Now Ahead of Earnings Prospects
  • Chemicals Sell
    11.06.2020 OLN
  • OLN: New Sherriff in Town
  • Chemicals Hold
    11.06.2020 CTVA
  • CTVA: Steady as She Goes; Thesis on Track
  • Chemicals Buy
    11.05.2020 UNVR
  • UNVR: Tracking Well as S-22 Unfolds
  • Chemicals Buy
    11.05.2020 LIN
  • LIN: Beat and Raise on Decent Sales, Superior Margins
  • Chemicals Hold
    11.04.2020 CTVA
  • CTVA: Tracking in Line; CPC Stronger than Seeds in 3Q
  • Chemicals Buy
    11.04.2020 OLN
  • OLN: Corrected: 3Q Beats on CAV and Epoxy
  • Chemicals Hold
    11.04.2020 ALB
  • ALB: Broad-Based Upside Drives Beat and Raise
  • Chemicals Buy
    11.04.2020 UNVR
  • UNVR: Beat and Raise on Margin Upside in US, EMEA, and LatAm
  • Chemicals Buy
    11.03.2020 FMC
  • FMC: Raising Estimates as Sales, Costs Propel Margin Expansion
  • Chemicals Buy
    11.03.2020 WLK
  • WLK: Lots of Moving Parts; Earnings Tension Looks Flat-to-Up
  • Chemicals Buy
    11.03.2020 WLK
  • WLK: Vinyls, Tax Drive 3Q Upside Despite Laura
  • Chemicals Buy
    11.02.2020 FMC
  • FMC: Margin Upside Drives Beat and Raise
  • Chemicals Buy
    11.02.2020 APD
  • Chemicals : Chart of the Day - Halftime Scorecard
  • Chemicals Hold
    11.02.2020 LYB
  • LYB: Trimming a Bit on Refining; Still a Bargain on 2021E
  • Chemicals Buy
    10.30.2020 EMN
  • EMN: Raising Numbers on Volume Rebound and Mix Upgrade
  • Chemicals Buy
    10.30.2020 LYB
  • LYB: Petrochemicals and Tax Aid 3Q; Refining Remains Weak
  • Chemicals Buy
    10.29.2020 EMN
  • EMN: Specialties and CI Drive 3Q Upside; 4Q Looks in Line
  • Chemicals Buy
    10.29.2020 HUN
  • HUN: Riding MDI Higher While Building HBS
  • Chemicals Hold
    10.29.2020 HUN
  • HUN: PU Strength Drives Nice Upside in 3Q
  • Chemicals Hold
    10.28.2020 GRA
  • GRA: Catalyst Markets Still Challenging; Trimming Numbers
  • Chemicals Buy
    10.28.2020 GRA
  • GRA: MT Drives Modest Upside; 2020E Looks In Line Overall
  • Chemicals Buy
    10.27.2020 SHW
  • SHW: Raising Numbers on Positive Results, Guide, and Tone
  • Chemicals Hold
    10.27.2020 SHW
  • SHW: Beat and Raise on Sales and Margin Upside
  • Chemicals Hold
    10.27.2020 CE
  • CE: Moving to Hold; Risk-Reward Balanced After Solid 3Q
  • Chemicals Hold
    10.25.2020 CE
  • CE: EM, Acetyls Drive 3Q Upside; Guide More Conservative
  • Chemicals Buy
    10.23.2020 AXTA
  • AXTA: Good Enough Indeed; Raising Estimates and PT
  • Chemicals Buy
    10.22.2020 DOW
  • DOW: Recovery Nice and Steep; Raising Numbers
  • Chemicals Hold
    10.22.2020 DOW
  • DOW: PE and PU Drive Nice Upside in 3Q
  • Chemicals Hold
    10.21.2020 AXTA
  • AXTA: Beat and Raise; Sales Good, Margins Better in 3Q
  • Chemicals Buy
    10.20.2020 PPG
  • PPG: Margin Glass Looks Half Full on V-Shaped Rebound
  • Chemicals Hold
    10.19.2020 PPG
  • PPG: Nice Momentum on Margins, De-Leveraging in 3Q
  • Chemicals Hold
    10.19.2020 DOW
  • Chemicals: Chart of the Day - Wave Two Ethylene Cracker Delay
  • Chemicals Hold
    10.16.2020 DOW
  • Chemicals: Supply Constraints Intensify in CAV
  • Chemicals N/A
    10.16.2020 GRA
  • GRA: Affirm Buy on Event-Driven Optionality
  • Chemicals Buy
    10.16.2020 CTVA
  • CTVA: Raising Price Target as Activist Emerges
  • Chemicals Buy
    10.12.2020 DOW
  • Chemicals: Chart of the Day - FM Radio
  • Chemicals N/A
    10.08.2020 PPG
  • PPG: Coatings Comeback Continues; Raising Numbers
  • Chemicals Hold
    10.07.2020 RPM
  • RPM: Consumer Upside Drives Our Numbers Higher
  • Chemicals Hold
    10.07.2020 RPM
  • RPM: Consumer Bonanza Drives Impressive Upside in F1Q
  • Chemicals Hold
    10.06.2020 APD
  • Chemicals: Earnings Preview; The Comeback Trail
  • Chemicals N/A
    10.02.2020 APD
  • Chemicals: Chart of the Day - US Election Angles
  • Chemicals Hold
    09.30.2020 SHW
  • SHW: Investor Day; Onward and Upward
  • Chemicals Hold
    09.29.2020 ALB
  • ALB: Upgrade to Buy; Another Bite at the Apple
  • Chemicals Buy
    09.24.2020 SHW
  • SHW: Investor Day Preview; All Systems Go
  • Chemicals Hold
    09.21.2020 APD
  • Chemicals: PVC Rips As Operating Rates Remain Depressed
  • Chemicals N/A
    09.17.2020 APD
  • Chemicals: Chart of the Day - COTC Investment Now $200bn+
  • Chemicals Hold
    09.17.2020 APD
  • Chemicals: Eth-Gain or Eth-Pain? An Update on Ethane Feedstock
  • Chemicals N/A
    09.14.2020 DOW
  • DOW: Sheds More Non-Core Via Second Infrastructure Deal
  • Chemicals Hold
    09.11.2020 APD
  • Chemicals: Chart of the Day - Ocean Freight Spike
  • Chemicals Hold
    09.09.2020 HUN
  • HUN: Raising Numbers on Rebound in Polyurethanes
  • Chemicals Hold
    09.08.2020 APD
  • Chemicals: Back to School Guide
  • Chemicals N/A
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