Expert's Opinion
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Commercial Construction Index Shows Surge in New Business Confidence
Results from the Q2 2019 USG Corporation + U.S. Chamber of Commerce Commercial Construction Index indicate that more than half of contractors are highly confident that the market will provide sufficient new business opportunities in the next 1…06.20.19
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Breaking News
PX - Analyst Trims PT as Merger with Linde Faces Regulatory Concerns in EU
Praxair, Inc. (PX: Hold, $152 PT) Flashing Yellow Light on MOE with Linde • Regulatory review of Praxair-Linde deal looks more challenging. According to a Bloomberg report this morning, Linde and Praxair are facing an incr…09.02.18
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Breaking News | Market Reports
Production Shutdowns, Second Dip in Operating Rates Challenge Global Methyl Methacrylate Market
Research by IHS Markit.08.28.18
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Breaking News
Chemicals - Analyst Positive at IHS Markit’s 33rd annual World Petrochemical Conference
Chemicals Houston We Have Unbridled Optimism • What does perpetual prosperity in petrochemicals have in common with Santa Claus and the Easter Bunny? You guessed it; these are three things that don’t actually exist. We are att…08.26.18
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Breaking News
Lithium Landscape - Analyst Provides a 'Who's Who' in Sector, Looks at 30+ Industry Players
Chemicals Lithium Landscape; Who’s Who in Lithium? • We introduce our inaugural roster of global lithium players. In this month’s edition of Lithium Landscape, we publish in the appendix our initial version of Who’…08.19.18
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Breaking News
Celanese Corporation - Analyst on Abandoned Merger Agreement with Blackstone’s Rhodia Acetow
Celanese Corporation (CE: Hold, $114 PT) Filter Tow JV Goes Up in Smoke • Europe kills Celanese’s planned filter tow JV with Blackstone. After the close on Monday, Hold-rated Celanese announced that it has abandoned its merger…08.12.18
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Breaking News
Huntsman Corporation – Analyst Positive on Strategic Acquisition of Demilec
Huntsman Corporation (HUN, Buy, $43 PT) Demilec Deal Delivers a Dime in 2019E • Huntsman’s acquisition of Demilec makes strategic sense to us. Huntsman will acquire Demilec, a North American formulator of spray polyurethane fo…08.05.18
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Breaking News
Axalta – Analyst Sees Potential for Consolidating Deals After Investor Day
Axalta Coating Systems, Ltd. (AXTA: Hold, $31 PT) Out of the Blocks Well in 2018 • Growth is tracking better to start the year. We attended Axalta’s investor day in NY where CEO Charlie Shaver and the balance of senior managem…07.29.18
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Additives
As Plastic Regulations and Bans Increase, Market Value for Biodegradable Polymers Exceeds $1 Billion
Western Europe largest market for biodegradable plastics as region tightens restrictions on plastic shopping bags; regulation07.26.18
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Breaking News
Chemicals - Analyst Looks at Pension Funding on 10-K Releases
Chemicals Pension Tension 2018; A Brief Update on Funded Status • We’ve updated our pension funding work. Now that 10-Ks are all out, we have reviewed the reports to update our work on the funded status of pension plans across…07.22.18
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Breaking News
US Chemicals - Analyst Identifies 3 Principal Aluminum/Steel Tariff Risks for Chemicals Sector
Chemicals Terrifying Tariffs or Tempest in a Teapot? • We see three principal tariff risks: trade trajectory, cost inflation, and demand. We view prospects for new US steel and aluminum tariffs as an incremental concern for US chemi…07.15.18
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Breaking News
W.R. Grace and Co. – Analyst on Investor Day, Chart for Growth
W.R. Grace and Co. (GRA: Buy, $82 PT)) Charts a Course of Steady Growth at Investor Day • Management delivered a consistent message in New York. On Friday, we attended Grace’s investor day at the NYSE, where outgoing CEO Fred…07.08.18
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Breaking News
UNVR – nalyst Increases PT by $1 After 4Q17 Results Despite Ongoing Volume Erosion
Univar Inc. (UNVR, Hold, $31 PT) Shrinking to Prosperity? • Univar reported a good quarter, despite ongoing volume erosion. While core EBITDA results were in line with our expectations, we are encouraged by Univar’s steady pro…07.01.18
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Breaking News
Color Marketing Group President Judith van Vliet Discusses 2019 Color Trends at CPMA June Meeting
Judith van Vliet, president of the Color Marketing Group (CMG), discussed latest global color trends at the Color Pigments Manufacturers Association (CPMA) members' meeting on June 6 in Covington, KY. In addition to being named president of CMG i…06.29.18
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Breaking News | Pigments
CPMA Meets with EPA Officials on TSCA Implementation Progress, Proposed User Fees
The Color Pigments Manufacturers Association (CPMA) hosted Committee Week at its headquarters in Arlington, VA, from May 14-15, where industry experts met with Environmental Protection Agency (EPA) officials to discuss implementation of the Toxic Sub…06.27.18
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Breaking News
Analyst on Fears That Took ALB Stock Down After Solid Earnings
Albemarle Corporation (ALB: Hold, $120 PT) The Sum of Two Fears • Albemarle delivered solid earnings, but you wouldn’t know it from the stock price. Instead, we attribute Wednesday’s stock reaction of -10.0% vs. -1.1% fo…06.24.18
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Breaking News
Analyst Looks at 4Q17 ALB & UNVR Results; GRA Investor Day Preview
Albemarle Corporation (ALB: Hold, $133 PT) Broad-Based Strength Drives Operating Upside in 4Q • Earnings surpassed expectations across the portfolio. The company posted 4Q17 EPS of $1.34A ex items vs. consensus of $1.21 and our more…06.17.18
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Breaking News
Huntsman Corporation – Analyst Sees Value, Raises EPS After 4Q17 Results
Huntsman Corporation (HUN: Buy, $43 PT) What’s the Opposite of a Value Trap? • We continue to view HUN shares as a bona fide value. Polyurethanes posted record results in 4Q, yet a short-term margin spike in MDI (urethane inte…06.10.18
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Breaking News
Huntsman Corporation – Analyst on Strong 4Q17 Results, Dividend
Huntsman Corporation (HUN: Buy, $43 PT) PU Segment Drives Strong 4Q; Launches $450mn Repo, Hikes Div. 30% • Huntsman reported impressive 4Q results. Adjusted 4Q17 EPS of $0.76 eclipsed our $0.67E and consensus of $0.65. EBITDA of $3…06.03.18
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Breaking News
Lithium Sector, Westlake Chemical Corp – Analyst Comments on Lithium Landscape, Raises WLK Estimates
Chemicals Lithium Landscape; Battery Capacity is Charging • Our updated analysis of the battery market reveals five key points. In this month’s edition of Lithium Landscape, we refresh our analysis of battery mega facilities t…05.28.18
