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- 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
- To LNG or not to LNG
- Expecting broad based earnings strength in Q1
- Middle Eastern Chemicals
- Could the capacity addition wave be a whimper
- Global Chemicals - The China Effect
- Company Notes
- 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
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