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

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