Alembic Global Advisors

 

US Chemicals – Not all doom and gloom in Q2’12

US Chemicals – Not all doom and gloom in Q2’12
· Lower costs more than offsetting pricing declines; volume fears overblown
· Above consensus in Q1’12 and FY12 for BAK, DOW, HUN, LYB, MEOH, TROX and WLK
· We see best risk/return profile at Overweight rated HUN, MEOH, CE and TROX

...full article available after login

Login Now to read and download the entire article



register for new account



Forgot Password

  



Not Registered with us yet? It’s quick, easy, and provides you with access to our research. Register for new account.

Copyright 2009 - 2014 Alembic Global Advisors.
All rights reserved | Sitemap
built by learnerdesign.com

Alembic Global Advisors is an
Institutional Investor Research Boutique.
Not Intended for Retail Investors
Brokerage services offered through JonesTrading Institutional Services

Alembic Global Advisors
780 Third Avenue, 3rd floor
New York, NY 10017