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

 

Middle Eastern Chemicals

Anticipating stronger near-term earnings at IQ and SABIC
· Earnings growth trend witnessed in Q1 could continue into Q2, in our view
· Strong pricing, volumes and steel margins to boost IQ and SABIC earnings near term.
Auto end market strength could lift SABIC
· We rate IQ and SABIC shares Overweight. Raising our TP for SABIC to SAR120

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