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Key Points We’re updating our forecast for TXT post last week’s solid 2Q earnings report and we’re maintaining our Neutral rating. We are also modestly raising our forecast and target price...
Key Points Fears around Ironton pellet production momentum slowing unfounded, in our view Recent plant improvements and CP2 system commissioning point to a pickup in pellet production momentum going forward We rate PCT...
Key Points We’re lowering our earnings forecast for HXL post yesterday’s release of the firm’s 2Q earnings report. Our target price remains USD81 as there is de minimus change to our...
Key Points We believe feedstock costs lagged product prices in Q2'24, we anticipate a mixed Q2’24 earnings season We are meaningfully above Q2’24 and 2024 consensus for 1COV.DE, CC, HUN, MEOH, OLN,...
Key Points We’re modestly lowering our earnings forecast for BA post yesterday’s release of 2Q orders and deliveries data. Our target price remains USD230 and we maintain our Overweight rating on...