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- Global Chemicals – Expecting a decent quarter
- Global Chemicals – The time is now!
- Mixed feed, mixed economics, mixed sentiment
- Chemical Sector M&A
- Sifing through the rubble and finding opportunities
- Global Chemicals - Cyclical and secular growth from autos
- US Chemicals: Currency headwinds ahead?
- Global Chemicals - Bullish on ethane based economics
- Expecting broad based earnings strength in Q2'10
- Secular shifts from shale
- Global Chemicals – Implications of Middle Eastern cost escalation, feedstock shortages and declining exports
- US Chemicals - A peek at the peak
- US Chemicals – Explaining enhanced ethane economics
- Global Chemicals – Ample room to run in 2011 and beyond
- MENA Chemicals - Expecting further outperformance in 2011
- US Chemicals – Bottoming prices, rising shares?
- Global Chemicals – Expecting another solid quarter
- To LNG or not to LNG
- US Chemicals – Currency tailwinds ahead?
- US Chemicals – Have we hit a floor yet?
- US Chemicals – An ethane pricing bubble?
- Global Chemicals – How special are specialties?
- US Chemicals – Prefer commodities and special sits in 2012
- MENA Chemicals – Identifying winners for 2012
- US Chemicals – Propylene prices bottoming
- Expecting broad based earnings strength in Q1
- Middle Eastern Chemicals
- Could the capacity addition wave be a whimper
- Global Chemicals - The China Effect
- Company-reports
- Braskem - Strong profitability
- Celanese - Volume driven Q1 beat
- IQCD – Cracking the gas price formula
- Yansab - Unexciting valuation
- SABIC - Large earnings beat
- DuPont - Awaiting an entry point
- DuPont - Volume driven earnings beat
- Methanex - Slight earnings miss
- Celanese: The model and molecule
- Dow Chemical - Earnings beat
- Huntsman - Recovery mostly priced in
- Industries Qatar - Fundamentally misunderstood
- Celanese - Nice beat on acetyl strength
- Westlake Chemical - Chain divergence
- HUN - Broad based recovery Q4 beat
- Industrial Gases - Dense gases rising
- Westlake Chemical - In-line Q4'09 results
- Industries Qatar - The market is forward looking (we think!)
- Hypothesizing a Dow - Reliance alliance
- Advanced Petrochemical Company - Initiating at Neutral
- SABIC - Stage set for a monster Q1: reit O/W
- SAFCO - Raising Target Price
- Braskem – The glass may be half full; reiterate Overweight
- Dow Chemical - History suggests Dow is undervalued
- Methanex - Highly cash generative even at "floor" prices
- Industries Qatar – Addressing the concerns
- Up-Cycle leverage at near trough valuations
- An undervalued emerging markets energy play?
- DuPont – Auto and housing leverage; raising TP to USD45
- Dow Chemical - Popping plastics; performance performing
- Methanex - Undervalued even at floor prices
- Middle Eastern Chemicals
- SABIC - Expecting another strong quarter
- Solutia - Reiterated EBITDA guidance still above consensus
- DuPont - Broad based earnings improvement
- Solutia - Re-rating with a recover kicker, initiating at Overweight
- Celanese - Volume driven Q2 beat
- Methanex - Outage driven earnings decline
- Industries Qatar – “Buoyant” steel leads to earnings beat
- Huntsman – Broad based margin and volume strength
- Dow Chemical – Outage driven earnings miss
- Westlake Chemical – Olefins cost advantage coming through
- Industries Qatar – Tepid budget and business plan
- Braskem – Margin expansion and lower debt levels in Q2’10
- Solutia – Underappreciated and undervalued
- US Chemicals – Expecting positive revisions in H2’10
- LyondellBasell – “Blow-out” results highlight up-cycle leverage
- LyondellBasell - Positive catalysts abound
- LyondellBasell Up-Cycle leverage at near trough valuations
- US Chemicals – Pension pressures in 2011?
- Methanex – Primed for a 2011 earnings take off
- Methanex – Primed for a 2011 earnings take off
- Dow Chemical – The punishment does not fit the crime
- Expecting another solid quarter
- Celanese – Alleviating acetyl, Asia and auto alarms
- Advanced Petrochemical Company - Staying Away from the Herd
- LyondellBasell – Earnings strength to continue, raising TP
- Yansab - Pricing in Perfection
- Celanese – Volume driven Q3 beat
- Dow Chemical – Back on track
- LyondellBasell – Another “blow-out” quarter
- Solutia – Q3’10 earnings beat; raising target price
- Methanex – In-line quarter; earnings momentum evolving
- Methanex – A methanol high; raising target price
- Solutia – Analyst day reaffirms the case for a re-rating
- Industries Qatar- Catch‐Up Has Just begun, Raising TP
- Dow Chemical – Undervalued despite the run-up; raising TP
- DuPont – Broad based earnings improvement
- Solutia – Q4’10 earnings beat; FY2011 guidance reiterated
- Methanex – A good set of numbers despite a headline miss
- Celanese – An ethanol high
- Dow Chemical – Broad based earnings beat
- LyondellBasell – Undemanding consensus estimates
- LyondellBasell – Fundamentals intact; buy on weakness
- Global Chemicals – Evaluating the impact of Mid-East unrest
- LyondellBasell – The best is yet to come; raising target price
- Westlake Chemical – Establishing the “new normal”; upgrade to Overweight
- Global Chemicals – Lessons learnt from prior peaks
- Underappreciated titanium dioxide story; initiating at Overweight
- Earnings revving up, upgrade to Overweight
- Dow Chemical – Big clean beat
- Methanex – EPS beat; Egypt and Medicine Hat running
- LyondellBasell – Another “blow-out” quarter
- Solutia – Q1’11 earnings beat; FY2011 guidance raised
- Westlake Chemical – Another quarter another beat
- LyondellBasell – Earnings revving up; raising target price
- Celanese – Solid EPS beat and guidance raise
- US Chemicals – Déjà vu all over again
- Celanese – Positive near and medium term trends
- Dow Chemical – Strategically and financially sound JV
- Solutia – Slight Q2’11 beat; FY2011 guidance maintained
- US Chemicals – Addressing the great price/volume debate
- Methanex – Chillier in Chile; slight earnings miss
- Methanex – Supportive pricing environment; raising ’11 EPS
- DuPont – Earnings beat but volumes fail to impress
- LyondellBasell – Clean beat should allay investor concerns
- Westlake Chemical – Q2’11 earnings beat; Vinyls turning a corner
- Tronox – Supply constrained earnings resilience
- US Chemicals – Already discounting 2008-like stress
- Solutia – Bouncing along the bottom; lowering EPS and TP
- Celanese – Solid Q3’11 EPS beat; 2011 guidance raised
- DuPont – Q3’11 beat, Q4’11 guide down
- Dow Chemical – Slight earnings miss but does it matter?
- Methanex – In-line quarter despite lower production
- LyondellBasell – Blowout Q3’11; “double umbrella” benefit
- Methanex – Multiple accretive options abound
- Tronox – Focus on the feedstock
- LYB – Conservative inputs, above consensus outputs
- Huntsman – Favorable risk/reward; upgrade to Overweight
- Methanex – Gaining earnings power; raising TP
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