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 Destocking is fading, inventories are lean, pricing is improving, and capacity is being rationalized Chinese cost inflation and global anti-dumping actions could accelerate capacity cuts and market-share gains ......
Key Points We’re modestly raising our forecast for WWD post the firm’s 3QFY26 earnings report late last month, and we’re reiterating our Overweight rating on the shares. Our target price ......
Key Points We’re raising our top- and bottom-line forecast for HII as we update our outlook for the first time post 2Q earnings late last month. We’ve inched up our ......
Key Points We’re modestly raising our bottom-line forecast and increasing our target price for shares of HXL post last week’s 2Q earnings forecast. We’re also reiterating our Overweight rating on ......
Key Points The market is pricing the trough, not the recovery Leverage looks far less concerning through the cycle We rate shares of HUN and OLN Overweight with a revised-lower ......
Key Points We’re raising our top- and bottom-line forecast for HWM post last week’s 2Q26 earnings report and we’re reiterating our Overweight rating on the shares. We’ve raised our target ......