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Key Points We’re maintaining our Neutral rating on shares of BWXT post last week’s 2Q earnings report, but we're edging up our target price by USD2 to USD106. We continue to...
Key Points Analyzing recessions over the last 60 years points to chemical equities outperforming the broader market entering and coming out of recessionary periods Sector balance sheets and cash flows are far...
Key Points We’re updating our forecast for AIN post the firm’s 2Q earnings report earlier this week, and we're raising our target price by USD6 to USD96. Our forecast is largely...
Key Points Q2’24 earnings miss but Q2 sequentially higher EBITDA driven by higher sales in Brazil and Mexico Higher earnings in Brazil and Mexico offset weakness in U.S./Europe We rate Braskem shares Overweight,...
Key Points Record monthly production rates hit in June. No further outages foreseen at Ironton this year Compounding could provide further earnings boost We rate PCT shares Overweight, with a USD13 per share...