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Research Archive
Institutional Coverage
January 7, 2025
KTOS: Kratos has Arrived; Raising Forecast and Target Price Post Major MACH-TB 2.0 Win
Key Points We’re raising our forecast and target price for KTOS after the firm announced yesterday the largest contract win in its history, the USD1.45B/5-year MACH-TB 2.0 task order 1 program....
January 6, 2025
Global Chemicals – MDI Margins and Demand Recovering Slowly; Lowering HUN’s TP
Key Points Periods of extreme MDI demand weakness, similar to the last two years, typically followed by strong demand rebounds Project delays and planned/unplanned outages could serve as margin tailwinds for the...