Alembic Global Advisors

2nd Annual Alembic Global Advisors Chemical Conference – February 29 – March 2nd, 2012 – Deer Valley, UT
Please contact Stephen Matthews for more information. Stephen.matthews@alembicglobal.com

Research




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Company-reports

02/06/12
Methanex – Gaining earnings power; raising TP
01/23/12
Huntsman – Favorable risk/reward; upgrade to Overweight
11/28/11
Tronox – Focus on the feedstock
11/14/11
Methanex – Multiple accretive options abound
11/07/11
LYB – Conservative inputs, above consensus outputs
10/28/11
LyondellBasell – Blowout Q3’11; “double umbrella” benefit
10/27/11
Methanex – In-line quarter despite lower production
10/27/11
Dow Chemical – Slight earnings miss but does it matter?
10/25/11
DuPont – Q3’11 beat, Q4’11 guide down
10/25/11
Celanese – Solid Q3’11 EPS beat; 2011 guidance raised
09/19/11
Solutia – Bouncing along the bottom; lowering EPS and TP
08/15/11
US Chemicals – Already discounting 2008-like stress
08/09/11
Tronox – Supply constrained earnings resilience
08/02/11
Westlake Chemical – Q2’11 earnings beat; Vinyls turning a corner
07/29/11
LyondellBasell – Clean beat should allay investor concerns
07/28/11
DuPont – Earnings beat but volumes fail to impress
07/28/11
Methanex – Chillier in Chile; slight earnings miss
07/26/11
Solutia – Slight Q2’11 beat; FY2011 guidance maintained
07/25/11
Dow Chemical – Strategically and financially sound JV
07/21/11
Celanese – Solid EPS beat and guidance raise
06/20/11
Methanex – Supportive pricing environment; raising ’11 EPS
06/13/11
US Chemicals – Addressing the great price/volume debate
06/06/11
Celanese – Positive near and medium term trends
05/31/11
US Chemicals – Déjà vu all over again
05/16/11
LyondellBasell – Earnings revving up; raising target price
05/03/11
Solutia – Q1’11 earnings beat; FY2011 guidance raised
05/03/11
Westlake Chemical – Another quarter another beat
05/02/11
LyondellBasell – Another “blow-out” quarter
04/28/11
Methanex – EPS beat; Egypt and Medicine Hat running
04/28/11
Dow Chemical – Big clean beat
04/18/11
Underappreciated titanium dioxide story; initiating at Overweight
04/04/11
Global Chemicals – Lessons learnt from prior peaks
03/29/11
Westlake Chemical – Establishing the “new normal”; upgrade to Overweight
03/21/11
Earnings revving up, upgrade to Overweight
03/14/11
LyondellBasell – The best is yet to come; raising target price
02/28/11
Global Chemicals – Evaluating the impact of Mid-East unrest
02/18/11
LyondellBasell – Fundamentals intact; buy on weakness
02/14/11
LyondellBasell – Undemanding consensus estimates
02/03/11
Dow Chemical – Broad based earnings beat
01/31/11
Celanese – An ethanol high
01/27/11
Methanex – A good set of numbers despite a headline miss
01/27/11
Solutia – Q4’10 earnings beat; FY2011 guidance reiterated
01/25/11
DuPont – Broad based earnings improvement
01/18/11
Dow Chemical – Undervalued despite the run-up; raising TP
11/11/10
Solutia – Analyst day reaffirms the case for a re-rating
11/10/10
Industries Qatar- Catch‐Up Has Just begun, Raising TP
11/08/10
Methanex – A methanol high; raising target price
10/29/10
LyondellBasell – Another “blow-out” quarter
10/28/10
Dow Chemical – Back on track
10/28/10
Methanex – In-line quarter; earnings momentum evolving
10/28/10
Solutia – Q3’10 earnings beat; raising target price
10/26/10
Celanese – Volume driven Q3 beat
10/20/10
Yansab - Pricing in Perfection
10/18/10
LyondellBasell – Earnings strength to continue, raising TP
10/13/10
Advanced Petrochemical Company - Staying Away from the Herd
10/11/10
Expecting another solid quarter
10/04/10
Celanese – Alleviating acetyl, Asia and auto alarms
09/27/10
Dow Chemical – The punishment does not fit the crime
09/20/10
Methanex – Primed for a 2011 earnings take off
09/20/10
Methanex – Primed for a 2011 earnings take off
09/07/10
US Chemicals – Pension pressures in 2011?
08/25/10
LyondellBasell - Positive catalysts abound
08/23/10
US Chemicals – Expecting positive revisions in H2’10
08/16/10
LyondellBasell – “Blow-out” results highlight up-cycle leverage
08/10/10
Solutia – Underappreciated and undervalued
08/10/10
Braskem – Margin expansion and lower debt levels in Q2’10
08/05/10
Huntsman – Broad based margin and volume strength
08/04/10
Industries Qatar – “Buoyant” steel leads to earnings beat
08/03/10
Westlake Chemical – Olefins cost advantage coming through
08/03/10
Dow Chemical – Outage driven earnings miss
08/02/10
Industries Qatar – Tepid budget and business plan
07/29/10
Methanex - Outage driven earnings decline
07/29/10
Celanese - Volume driven Q2 beat
07/27/10
DuPont - Broad based earnings improvement
07/27/10
Solutia - Reiterated EBITDA guidance still above consensus
07/06/10
SABIC - Expecting another strong quarter
06/15/10
Methanex - Undervalued even at floor prices
06/08/10
An undervalued emerging markets energy play?
06/01/10
LyondellBasell Up-Cycle leverage at near trough valuations
06/01/10
Up-Cycle leverage at near trough valuations
05/12/10
Solutia - Re-rating with a recover kicker, initiating at Overweight
05/03/10
Middle Eastern Chemicals
04/28/10
Dow Chemical - Popping plastics; performance performing
04/27/10
DuPont – Auto and housing leverage; raising TP to USD45
04/27/10
Celanese - Volume driven Q1 beat
04/13/10
Industries Qatar – Addressing the concerns
04/05/10
Methanex - Highly cash generative even at "floor" prices
03/29/10
Dow Chemical - History suggests Dow is undervalued
03/22/10
Braskem – The glass may be half full; reiterate Overweight
03/17/10
SAFCO - Raising Target Price
03/15/10
SABIC - Stage set for a monster Q1: reit O/W
03/10/10
Advanced Petrochemical Company - Initiating at Neutral
03/08/10
Hypothesizing a Dow - Reliance alliance
03/03/10
Braskem - Strong profitability
03/01/10
Industries Qatar - The market is forward looking (we think!)
02/23/10
Westlake Chemical - In-line Q4'09 results
02/22/10
Industrial Gases - Dense gases rising
02/19/10
HUN - Broad based recovery Q4 beat
02/11/10
Westlake Chemical - Chain divergence
02/09/10
Celanese - Nice beat on acetyl strength
02/08/10
Industries Qatar - Fundamentally misunderstood
02/04/10
Huntsman - Recovery mostly priced in
02/02/10
Dow Chemical - Earnings beat
02/01/10
Celanese: The model and molecule
01/28/10
Methanex - Slight earnings miss
01/26/10
DuPont - Volume driven earnings beat
01/25/10
DuPont - Awaiting an entry point
01/19/10
SABIC - Large earnings beat
01/19/10
Yansab - Unexciting valuation
01/14/10
IQCD – Cracking the gas price formula
01/14/10
SAFCO - Improving fundamentals
01/12/10
Saudi Kayan - Mediocre Economics
01/06/10
Methanex – The best is yet to come
12/16/09
SABIC – Cautious consensus
12/16/09
Industries Qatar – More room to run
12/16/09
Braskem – consolidation kudos
12/16/09
Dow Chemical – Still a value play

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