For research access and to learn how you can work with Alembic Global Advisors please email Stephen Matthews, stephen.matthews@alembicglobal.com.
Key Points We’re lowering our target price on shares of CW post the firm’s 4Q earnings report last Thursday, but we’re maintaining our Overweight rating on the shares. Our forecast for 2025-26...
Key Points Earnings revisions may have troughed with OLN shares in deep value terrain The transfer of acetyl market best practices to the chlor-alkali chain not being fully appreciated by the market,...
Key Points Earnings revisions may have troughed with OLN shares in deep value terrain The transfer of acetyl market best practices to the chlor-alkali chain not being fully appreciated by the market,...
Key Points Q4’24 EPS and EBITDA miss; midpoint of Q1'25 guidance below consensus Margin weakness observed across two of three segments (y-o-y). Polyurethane margins and volumes up y-o-y in Q4 We rate Huntsman...
Key Points Q4’24 EBITDA and EPS miss; higher EBITDA margins logged in every segment y-o-y Q1’25 guidance range above consensus levels We rate Trinseo shares Overweight; our 12-month target price is USD7 per...