For research access and to learn how you can work with Alembic Global Advisors please email Stephen Matthews, stephen.matthews@alembicglobal.com.
Key Points Q4'24 EBITDA beat but slight EPS miss on lower pigment and zircon prices 2025 EBITDA guidance below consensus We rate Tronox shares Overweight; our 12-month target price is USD25 per share Summary Tronox...
Key Points We’re lowering our target price on shares of LHX post the firm’s 4Q earnings report but maintaining our Overweight rating on the shares. The 4Q report was mostly in line,...
Key Points U.S. natural gas and NGL oversupply will persist, limiting ethane price upside Normalization of frac spread would erode ethylene margins by 3.6c/lb., at most We rate our U.S. ethane-exposed names DOW...
Key Points U.S. natural gas and NGL oversupply will persist, limiting ethane price upside Normalization of frac spread would erode ethylene margins by 3.6c/lb., at most We rate our U.S. ethane-exposed names DOW...
Key Points We’re lowering our target price on shares of HII by USD31 to USD179 and maintaining our Neutral rating on the shares post the firm’s 4Q earnings report yesterday. The 4Q...