Alembic Global Advisors is an independent equity research firm offering differentiated, experienced financial analysis on a variety of global industrial sectors. Our goal is to provide high quality, proprietary and actionable research into company, industry and broader macro trends on a truly global level.
Since its founding in 2009, Alembic has expanded from its core global chemical coverage to the aerospace & defense sector. Our analysts have been recognized by industry publications Institutional Investor, FT/Starmine and Extel.2 research analysts covering 35 companies across 3 industries (Chemicals and Aerospace & Defense). Our coverage list continues to grow as we remain focused on delivering our best-in-class research product.
Through our corporate access events we provide unique opportunities to meet with a select group of industry leaders, offering the chance to gain unique insights from people operating at the highest levels of their respective industries.
In addition to highly analytical deep dive research surrounding our specific equity coverage, we provide our macro view of each industry against the global backdrop of current events and how we see them shaping the future. We leverage our various areas of expertise to produce a collaborative cross-sector research product. This non-siloed approach allows us to maximize our areas of expertise, ultimately achieving a more dynamic and in-depth level of insight.
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Key Points We believe feedstock costs lagged product prices in Q4’23, we anticipate mostly earnings meets or beats We are meaningfully above Q4’23 and 2024 consensus for 1COV.DE, BRKM5, CC, ......
Key Points Louisiana project IRR concerns on the back of capital cost inflation overblown, in our view. Underperformance relative to Linde excessive and unjustified Earnings and valuation accretion from growth ......
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Key Points We’re downgrading our rating on shares of TDG to Neutral and updating our forecast and target price post last Thursday’s 4Q23 earnings report. Note that TDG shares are ......