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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...
Key Points We’re reiterating our Overweight rating on shares of ESLT and are raising our target price by USD4 to US265. ESLT shares have been weak YTD, particularly recently, due, we...
Key Points Strong share price rally and relatively rich valuation multiple suggests near-term good news may already be baked into valuation AC segment may witness margin compression in 2024 resulting in earnings...
Key Points History suggests that demand- and profitability-plagued periods, like 2022/2023, were followed by rapid margin and volume gains. The EU imposing anti-dumping duties on Chinese TiO2 could be the source of...
Key Points We’re updating our forecast for RTX for the first time post the firm’s 1Q24 earnings report and maintaining our Neutral rating. We’ve modestly increased our topline and adj. EBITDA...