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Key Points Risk/return still not that attractive. Medium-term debt payments could present an issue AC segment may witness margin compression in 2025 resulting in earnings headwinds – something not fully appreciated by...
Key Points Risk/return still not that attractive. Medium-term debt payments could present an issue AC segment may witness margin compression in 2025 resulting in earnings headwinds – something not fully appreciated by...
Key Points Above-consensus Q4’24 EBITDA and EPS. Q1 and Q2 guidance significantly below consensus on continued demand weakness USD1.3bn in Q1’25 maturing bonds to be retired using delayed draw term loan, cash...
Key Points We’re raising our target price on shares of HWM by USD22 to USD154 and reiterating our Overweight rating post the firm’s 4Q earnings report last week. We’ve increased our outlook...
Key Points Q4’24 EBITDA beat but slight EPS miss Q1’25 and FY2025 (mid-point) guidance below consensus We rate CC shares Overweight, with a 12-month target price of USD27 per share Summary Chemours announced Q4’24 earnings...