Alembic Global Advisors

Company Notes Archives


11/28/11    Tronox   Company Note
Tronox – Focus on the feedstock

11/14/11    Methanex   Company Note
Methanex – Multiple accretive options abound

11/07/11    LyondellBasell   Company Note
LYB – Conservative inputs, above consensus outputs

10/28/11    LyondellBasell   Company Note
LyondellBasell – Blowout Q3’11; “double umbrella” benefit

10/27/11    Methanex   Company Note
Methanex – In-line quarter despite lower production

10/27/11    Dow chemical   Company Note
Dow Chemical – Slight earnings miss but does it matter?

10/25/11    DuPont   Company Note
DuPont – Q3’11 beat, Q4’11 guide down

10/25/11    Celanese   Company Note
Celanese – Solid Q3’11 EPS beat; 2011 guidance raised

08/09/11    Tronox   Company Note
Tronox – Supply constrained earnings resilience

07/29/11    LyondellBasell   Company Note
LyondellBasell – Clean beat should allay investor concerns

07/28/11    DuPont   Company Note
DuPont – Earnings beat but volumes fail to impress

07/28/11    Methanex   Company Note
Methanex – Chillier in Chile; slight earnings miss

07/26/11    Solutia   Company Note
Solutia – Slight Q2’11 beat; FY2011 guidance maintained

07/25/11    Dow Chemical   Company Note
Dow Chemical – Strategically and financially sound JV

07/21/11    Celanese   Company Note
Celanese – Solid EPS beat and guidance raise

06/06/11    Celanese   Company Note
Celanese – Positive near and medium term trends

05/31/11      Industry Note
US Chemicals – Déjà vu all over again

05/16/11    LyondellBasell   Company Note
LyondellBasell – Earnings revving up; raising target price

05/03/11    Solutia   Company Note
Solutia – Q1’11 earnings beat; FY2011 guidance raised

05/03/11    Westlake Chemical   Company Note
Westlake Chemical – Another quarter another beat

05/02/11    LyondellBasell   Company Note
LyondellBasell – Another “blow-out” quarter

04/28/11    Methanex   Company Note
Methanex – EPS beat; Egypt and Medicine Hat running

04/28/11    Dow Chemical   Company Note
Dow Chemical – Big clean beat

04/18/11    NIC (Tasnee)   Company Initiation
Underappreciated titanium dioxide story; initiating at Overweight

03/21/11    Yansab   Company Initiation
Earnings revving up, upgrade to Overweight

03/14/11    LyondellBasell   Company Note
LyondellBasell – The best is yet to come; raising target price

02/18/11    LyondellBasell   Company Note
LyondellBasell – Fundamentals intact; buy on weakness

02/14/11    LyondellBasell   Company Note
LyondellBasell – Undemanding consensus estimates

02/03/11    Dow Chemical   Company Note
Dow Chemical – Broad based earnings beat

01/31/11    Celanese   Company Note
Celanese – An ethanol high

01/27/11    Methanex   Company Note
Methanex – A good set of numbers despite a headline miss

01/25/11    E. I. du Pont de Nemours   Company Note
DuPont – Broad based earnings improvement

01/18/11    Dow Chemical   Company Note
Dow Chemical – Undervalued despite the run-up; raising TP

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