Alembic Global Advisors is an independent equity research firm offering differentiated, experienced financial analysis on a variety of global industrial sectors. Our goal is to provide high quality, proprietary and actionable research into company, industry and broader macro trends on a truly global level.
Since its founding in 2009, Alembic has expanded from its core global chemical coverage to the aerospace & defense sector. Our analysts have been recognized by industry publications Institutional Investor, FT/Starmine and Extel.2 research analysts covering 35 companies across 3 industries (Chemicals and Aerospace & Defense). Our coverage list continues to grow as we remain focused on delivering our best-in-class research product.
Through our corporate access events we provide unique opportunities to meet with a select group of industry leaders, offering the chance to gain unique insights from people operating at the highest levels of their respective industries.
In addition to highly analytical deep dive research surrounding our specific equity coverage, we provide our macro view of each industry against the global backdrop of current events and how we see them shaping the future. We leverage our various areas of expertise to produce a collaborative cross-sector research product. This non-siloed approach allows us to maximize our areas of expertise, ultimately achieving a more dynamic and in-depth level of insight.
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Key Points Aerovironment yesterday announced the biggest deal in its history, a USD4.1B (enterprise value) all-stock acquisition of P/E-held BlueHalo. Aerovironment will issue 18.5m shares to BlueHalo shareholders to fund ......
Key Points History suggests that demand- and profitability-plagued periods, like 2022-2024, were followed by rapid margin and volume gains Several countries imposing anti-dumping duties on Chinese TiO2 could be the ......
Key Points We are maintaining our rating on shares of NOC at Neutral and updating our forecast for the first time post 3Q earnings. We’ve made some modest changes to ......
Key Points We’re updating our GD outlook for the first time post 3Q earnings and raising our target price by USD11 to USD339. 3Q earnings was fairly uneven, and we ......
Key Points We are raising our rating on shares of BWXT from Neutral to Overweight post last week’s 3Q earnings report, and we’re increasing our target price by USD42 to ......
Key Points We’re updating our model for the recent capital raise, to include both the common share and mandatory convertible preferred stock offerings. The capital raise, which we estimate lowered ......