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Key Points Share price underperformance relative to peers is unwarranted, in our view; geographic and feedstock diversity, along with improving fundamentals, isn't appreciated by investors BRKM5 shares are trading at 0.41x replacement...
Key Points We’re updating our forecast for KTOS post the firm’s 1Q24 earnings release of last month and we’re reiterating our Overweight rating on the shares. We’ve raised our target price by...
Key Points We’re updating our forecast for LMT and raising our target price by USD18 to USD502, though our rating remains Neutral. Our new target price uses the same 13x terminal...
Key Points Consensus 2024 estimates undemanding, in our view, recent sell-off seems overdone Near-term debt maturity overhang lifted; Styrenics business sale (while not our base case) could be a major share price...
Key Points We’re updating our forecast for HEI post the firm’s 2QFY24 earnings release of a couple of weeks ago. We’re reiterating our Overweight rating on the shares and raising our...