Huntsman (HUN)

November 4, 2024 In Company Notes By Hassan I. Ahmed

Huntsman – In Line Q3 EPS but EBITDA Beat; Q4 Guidance Below Consensus

Key Points In line Q3’24 EPS but EBITDA beat; midpoint of Q4'24 guidance below consensus Pricing weakness observed across all segments (y-o-y) but volumes rose y-o-y in every segment; near-term commentary cautious We...

August 5, 2024 In Company Notes By Hassan I. Ahmed

Huntsman – Q2’24 EBITDA Beat; Q3’24 Guidance Below Consensus

Key Points Q2’24 EBITDA beat; midpoint of Q3'24 guidance below consensus Pricing weakness observed across all segments (y-o-y) but volumes rose y-o-y in every segment; near-term commentary mixed We rate Huntsman shares Overweight,...

June 10, 2024 In Multi Company Notes By Hassan I. Ahmed

Global Chemicals – MDI Margins and Demand Showing Some Signs of Life; Slightly Raising 1COV.DE and HUN’s TP

Key Points Periods of extreme MDI demand weakness, similar to the last two years, typically followed by strong demand rebounds Project delays and planned/unplanned outages could serve as margin tailwinds for the...

Huntsman (HUN)

Huntsman – In Line Q3 EPS but EBITDA Beat; Q4 Guidance Below Consensus

Huntsman – Q2’24 EBITDA Beat; Q3’24 Guidance Below Consensus

Global Chemicals – MDI Margins and Demand Showing Some Signs of Life; Slightly Raising 1COV.DE and HUN’s TP

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