Expert's Opinion
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Breaking News
DowDuPont- Analyst Reaffirms Buy and $74 PT After Conference Call, Hurricane Harvey Update
DowDuPont Incorporated (DWDP: Buy, $74 PT) Shape Shifting; Affirm Buy on Portfolio Recast • We view this morning’s portfolio update favorably. We’d highlight several key takeaways from DowDuPont’s update and impr…09.18.17
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Business Operation | Market Trends & Forecast
Analyst Finds Silver Lining After PPG Industries (PPG) 2Q17 Results
PPG Industries (PPG: Buy, $124 PT) Hikes Capital Deployment Goal; 2Q EPS in Line With Tough Mix • 2Q EPS trended in line with Street, albeit with weaker than expected operations and mix. PPG posted adjusted 2Q17 EPS of $1.83A in line with co…Kevin McCarthy, Chemicals Analyst, Vertical Research Partners 09.13.17
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Breaking News | Industry News
Analyst Looks at Dow/DuPont Merger, Unveils Integrated Financial Model
"What is more compelling... is the prospect of premium double-digit earnings growth at an appreciable discount..."09.11.17
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IHS Markit Hurricane Harvey Update
Impacts on Crude Oil, Natural Gas, Refining and Petrochemicals09.08.17
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IHS Markit Hurricane Harvey Update
Crude Oil, Natural Gas, Refining and Chemical Sector Impacts09.07.17
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Business Operation | Market Trends & Forecast
Analyst Provides Key Takeaways After Mixed Results from PPG Industries
Financial Strength vs. Lackluster OperationsKevin McCarthy, Chemicals Analyst, Vertical Research Partners 09.06.17
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Additives | Binders | Solvents
Vertical Research Partners Offers Insight on the Impact of Hurricane Harvey on Sector
Hurricane Harvey is wreaking havoc with the supply side of the U.S. chemicals industryKevin McCarthy, Chemical Analyst, Vertical Research Partners 08.31.17
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Business Operation
Analyst Provides Takeaways from Sherwin-Williams (SHW) 2Q17 Results
Vertical Research Partners offers insight into 2Q17 results from Sherwin-WilliamsKevin McCarthy, Chemicals Analyst, Vertical Research Partners 08.30.17
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Analyst Provides Continued Insight on Hurricane Harvey Impact on Chemical Stocks
"Harvey...is wreaking havoc with the supply side of the U.S. chemicals industry" – analyst Kevin McCarthy.08.30.17
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More Analyst Insight on Hurricane Harvey Impact on Chemical Stocks
Hurricane Harvey's potential impact on commodity chemicals08.28.17
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Business Operation | Market Trends & Forecast
Analyst Insight on Hurricane Harvey Impact on Chemical Stocks
Hurricane Harvey's potential impact on commodity chemicals08.25.17
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Business Operation | Market Trends & Forecast
Analyst Looks at Soft 2Q17 Results from Sherwin-Williams Company
Analyst offers insight into a soft 2Q17 results from Sherwin-Williams CompanyKevin McCarthy, Chemical Analyst, Vertical Research Partners 08.23.17
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Market Trends & Forecast
IHS Markit Research Update—Chemical Company Analysis: Dow and DuPont Merger
As Dow & DuPont continue merger integration, activist investors drive company to seek outside counsel on proposed spin-offs.Dave Witte, Senior Vice President, Oil Markets, Midstream and Downstream and Rob Westervelt, Director, IHS Markit 08.10.17
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Analyst is Cautiously Optimistic in 2Q17 Chemicals Sector Earnings Preview
Chemicals Earnings Preview: Outlook Constructive on Balance • 2Q17 earnings should set up well for chemicals. On the heels of a quiet “warnings” period, we enter earnings season cautiously optimistic regarding the trajectory of f…Kevin McCarthy, Chemicals Analysis, Vertical Research Partners 08.07.17
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Axalta Coating Systems Ltd.: M&A Opportunity Set Expands
• AXTA attended Vertical Research Partners’ 2017 Basic Materials Conference. We hosted a fireside chat with CFO Robert Bryant on 14 June. Against the backdrop of a rapidly consolidating global coatings industry, perhaps the most interestin…Kevin McCarthy, Chemicals Analyst, Vertical Research Partners 08.01.17
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Air Products and Chemicals: Eyes on International Assets to be Divested
• APD attended Vertical Research Partners’ 2017 Basic Materials Conference. We hosted a fireside chat with CFO Scott Crocco and VP of Investor Relations Simon Moore on 14 June. Topic number one for APD shares remains deployment of excess c…Kevin McCarthy, Chemicals Analyst, Vertical Research Partners 07.24.17
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The New Sherwin-Williams Company
• Completion of the Valspar deal marks a major milestone for Sherwin. After a 14-month long regulatory and review process, Sherwin completed the acquisition of Valspar on 1 June 2017 making Sherwin the largest coatings company in the world…Kevin McCarthy, Chemical Analyst, Vertical Research Partners 07.17.17
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Ethylene Cycle Update; Wave Two of Supply is Building
• US natural gas-linked investment is alive and well. In early 2013 we authored a comprehensive research note entitled “The $100 billion wave”, wherein we made the case for a substantial acceleration of capital investment in the petr…Kevin McCarthy, Chemical Analyst, Vertical Research Partners 07.05.17
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Brexit Debate at 2017 BCF Annual Conference Demonstrates Unity in Supply Chain
The British Coatings Federation (BCF) held their 2017 Annual Conference in Manchester in May and the program included a lively Brexit panel chaired by the BCF’s CEO Tom Bowtell, with Steve Elliott, chief executive of Chemical Industries Associa…06.12.17
