US Chemicals – Consensus bar low for Q1’12

US Chemicals – Consensus bar low for Q1’12
· Higher y-o-y pricing and lower costs bode well for group; volume fears overblown
· Above consensus in Q1’12 and FY12 for BAK, DOW, HUN, LYB, MEOH and WLK
· We see best risk/return profile at Overweight rated TROX, MEOH and HUN

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