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 We’re lowering our forecast and target price for AVAV as we consider the impact of the SCAR termination by the government to AVAV product margins. We’re also considering ......
Key Points Olin-Huntsman creates a diversified chemicals platform with significant deleveraging potential and recovery leverage Vertical integration unlocks over USD400m of synergies and boosts through-cycle earnings power We rate shares ......
Key Points Nuclear component companies got a big boost over the past two days from North American governments, and we see covered firms CW and BWXT as solid beneficiaries. In ......
Key Points Polyethylene prices elevated while consensus earnings expectations remain conservative Tight oil inventories and supply disruptions could keep chemical margins elevated longer than expected We rate U.S. polyethylene-exposed names ......
Key Points USD395m capital raise removes liquidity concerns, extends debt maturities, and provides funding to support PCT’s commercial scale-up Record Ironton production, P&G qualification, and accelerating customer adoption reinforce confidence ......
Key Points We’re raising our forecast for HEI post the firm’s 2QFY26 earnings report last month, and we’re reiterating our Overweight rating on the shares. Combining a 37x terminal multiple ......