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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, DOW, LYB,...
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 projects underappreciated...
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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 +58.3% YTD,...