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 Q3’24 EBITDA and EPS miss; higher EBITDA margins logged in every segment y-o-y Q4’24 guidance range below consensus levels. Q4’24 free cash flow guidance positive We rate Trinseo ......
Key Points Q3 EPS and EBITDA beat; outlook commentary and guidance positive Lower-than-forecasted volumes in Chile, Egypt, and New Zealand. G3 operating at full rates in October We rate Methanex ......
Key Points Q3’24 EPS and EBITDA miss on volume declines Management’s near-term commentary mixed We rate WLK shares Overweight; our 12-month Target Price is USD185 Summary Westlake Corporation announced Q3’24 ......
Key Points We’re reiterating our Overweight rating on shares of CW after last Thursday’s 3Q24 earnings release and raising our target price by USD9 to USD421. We’ve maintained our 24x ......
Key Points Below-consensus Q3’24 EBITDA and EPS. Q4 guidance significantly below consensus on continued destocking Dividend temporarily cut and a series of earnings/cash generation improvement actions announced We have a ......
Key Points In line Q3’24 EPS but EBITDA beat; midpoint of Q4’24 guidance below consensus Pricing weakness observed across all segments (y-o-y) but volumes rose y-o-y in every segment; near-term ......