Alembic Global Advisors

Company Notes Archives

2010

11/11/10    Solutia   Company Note
Solutia – Analyst day reaffirms the case for a re-rating

11/10/10    Industry Qatar   Company Note
Industries Qatar- Catch‐Up Has Just begun, Raising TP

11/08/10    Methanex   Company Note
Methanex – A methanol high; raising target price

10/29/10    LyondellBasell   Company Note
LyondellBasell – Another “blow-out” quarter

10/28/10    Dow Chemical   Company Note
Dow Chemical – Back on track

10/28/10    Methanex   Company Note
Methanex – In-line quarter; earnings momentum evolving

10/28/10    Solutia   Company Note
Solutia – Q3’10 earnings beat; raising target price

10/26/10    Celanese   Company Note
Celanese – Volume driven Q3 beat

10/20/10    Yansab   Company Note
Yansab - Pricing in Perfection

10/18/10    LyondellBasell   Company Note
LyondellBasell – Earnings strength to continue, raising TP

10/13/10    Advanced Petrochemical Company   Company Note
Advanced Petrochemical Company - Staying Away from the Herd

10/11/10      Industry Note
Expecting another solid quarter

10/04/10    Celanese   Company Note
Celanese – Alleviating acetyl, Asia and auto alarms

09/20/10    Methanex   Company Note
Methanex – Primed for a 2011 earnings take off

09/20/10    Methanex   Company Note
Methanex – Primed for a 2011 earnings take off

09/07/10      Industry Note
US Chemicals – Pension pressures in 2011?

08/25/10    LyondellBasell - Please call Stephen Matthews for full note, 1 212 359 8292   
LyondellBasell - Positive catalysts abound

08/16/10    LyondelBasell - Please call Stephen Matthews, 1 212 359 8292 for full note   Company Note
LyondellBasell – “Blow-out” results highlight up-cycle leverage

08/10/10    Solutia   Company Note
Solutia – Underappreciated and undervalued

08/10/10    Braskem S.A.   Company Note
Braskem – Margin expansion and lower debt levels in Q2’10

08/05/10    Huntsman   Company Note
Huntsman – Broad based margin and volume strength

08/04/10    Industries Qatar   Company Note
Industries Qatar – “Buoyant” steel leads to earnings beat

08/03/10    Westlake Chemical   Company Note
Westlake Chemical – Olefins cost advantage coming through

08/03/10    Dow Chemical   Company Note
Dow Chemical – Outage driven earnings miss

08/02/10    Industries Qatar   Company Note
Industries Qatar – Tepid budget and business plan

07/29/10    Methanex   Company Note
Methanex - Outage driven earnings decline

07/29/10    Celanese   Company Note
Celanese - Volume driven Q2 beat

07/27/10    DuPont   Company Note
DuPont - Broad based earnings improvement

07/27/10    Solutia   Company Note
Solutia - Reiterated EBITDA guidance still above consensus

07/06/10    SABIC   Company Note
SABIC - Expecting another strong quarter

06/15/10    Methanex   Company Note
Methanex - Undervalued even at floor prices

06/01/10    LyondellBasell - Please call Stephen Matthews for access to full note, 1 212 359 8292   Company Initiation
LyondellBasell Up-Cycle leverage at near trough valuations

06/01/10    LyondellBassell   Company Initiation
Up-Cycle leverage at near trough valuations

05/12/10    Solutia   Company Initiation
Solutia - Re-rating with a recover kicker, initiating at Overweight

05/03/10    SABIC and Industries Qatar   Company Note
Middle Eastern Chemicals

04/28/10    Dow Chemical Company   Company Note
Dow Chemical - Popping plastics; performance performing

04/27/10    E. I. du Pont de Nemours   Company Note
DuPont – Auto and housing leverage; raising TP to USD45

04/27/10    Celanese   Company Note
Celanese - Volume driven Q1 beat

04/13/10    Industries Qatar   Company Note
Industries Qatar – Addressing the concerns

04/05/10    Methanex   Company Note
Methanex - Highly cash generative even at "floor" prices

03/29/10    Dow Chemical   Company Note
Dow Chemical - History suggests Dow is undervalued

03/17/10    SAFCO   Company Note
SAFCO - Raising Target Price

03/15/10    Saudi Basic Industries (SABIC)   Company Note
SABIC - Stage set for a monster Q1: reit O/W

03/10/10    Advanced Petrochemical Company   Company Initiation
Advanced Petrochemical Company - Initiating at Neutral

03/08/10    Dow Chemical   Company Note
Hypothesizing a Dow - Reliance alliance

03/03/10    Braskem   Company Note
Braskem - Strong profitability

03/01/10    Industries Qatar   Company Note
Industries Qatar - The market is forward looking (we think!)

02/23/10    Westlake Chemical   Company Note
Westlake Chemical - In-line Q4'09 results

02/22/10    Industrial Gases   Company Initiation
Industrial Gases - Dense gases rising

02/19/10    Huntsman   Company Note
HUN - Broad based recovery Q4 beat

02/11/10    Westlake Chemical Corporation   Company Initiation
Westlake Chemical - Chain divergence

02/09/10    Celanese   Company Note
Celanese - Nice beat on acetyl strength

02/08/10    Industries Qatar   Company Note
Industries Qatar - Fundamentally misunderstood

02/04/10    Huntsman   Company Initiation
Huntsman - Recovery mostly priced in

02/02/10    Dow Chemical   Company Note
Dow Chemical - Earnings beat

02/01/10    Celanese   Company Initiation
Celanese: The model and molecule

01/28/10    Methanex   Company Note
Methanex - Slight earnings miss

01/26/10    DuPont   Company Note
DuPont - Volume driven earnings beat

01/25/10    DuPont   Company Initiation
DuPont - Awaiting an entry point

01/19/10    SABIC   Company Note
SABIC - Large earnings beat

01/19/10    Yanbu National Petrochemical Company   Company Initiation
Yansab - Unexciting valuation

01/14/10    Industries Qatar   Company Note
IQCD – Cracking the gas price formula

01/14/10    Saudi Arabian Fertilizer Company (SAFCO)   Company Initiation
SAFCO - Improving fundamentals

01/12/10    Saudi Kayan   Company Initiation
Saudi Kayan - Mediocre Economics

01/06/10    Methanex   Company Initiation
Methanex – The best is yet to come

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