Company Notes Archives
January 2010
01/28/10 Methanex Company Note
Methanex - Slight earnings miss
01/26/10 DuPont Company Note
DuPont - Volume driven earnings beat
01/25/10 DuPont Company Initiation
DuPont - Awaiting an entry point
01/19/10 SABIC Company Note
SABIC - Large earnings beat
01/19/10 Yanbu National Petrochemical Company Company Initiation
Yansab - Unexciting valuation
01/14/10 Industries Qatar Company Note
IQCD – Cracking the gas price formula
01/14/10 Saudi Arabian Fertilizer Company (SAFCO) Company Initiation
SAFCO - Improving fundamentals
01/12/10 Saudi Kayan Company Initiation
Saudi Kayan - Mediocre Economics
01/06/10 Methanex Company Initiation
Methanex – The best is yet to come