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Key Points We’re raising our target price on shares of BA by USD6 to USD228 post the firm’s 4Q earnings call earlier this week, and we're reiterating our Overweight rating...
Key Points Q4'24 EBITDA miss and EPS beat Near-term outlook commentary was mixed We rate LYB shares Neutral; our 12-month target price is USD85 per share Summary LyondellBasell announced Q4’24 results this morning: Recurring EBITDA...
Key Points Q4’24 EBITDA and EPS beat on lower Hurricane Beryl spend and improved chlor-alkali pricing Below consensus Q1’25 on slower than anticipated CAPV segment recovery We rate Olin shares Overweight, with a...
Key Points Q4 EPS beat but slight EBITDA miss; outlook commentary and guidance positive Higher-than-forecasted volumes in Egypt, Medicine Hat, New Zealand, and Trinidad We rate Methanex shares Overweight, with a USD60 per...
Key Points Q4'24 EPS miss but EBITDA beat; slower than expected volume recovery Management's Q1’25 guidance below consensus We rate Dow Inc. shares Neutral, with a 12-month target price of USD50 per share Summary Dow...