Alembic Global Advisors is an independent equity research firm offering differentiated, experienced financial analysis on a variety of global industrial sectors. Our goal is to provide high quality, proprietary and actionable research into company, industry and broader macro trends on a truly global level.
Since its founding in 2009, Alembic has expanded from its core global chemical coverage to the aerospace & defense sector. Our analysts have been recognized by industry publications Institutional Investor, FT/Starmine and Extel.2 research analysts covering 35 companies across 3 industries (Chemicals and Aerospace & Defense). Our coverage list continues to grow as we remain focused on delivering our best-in-class research product.
Through our corporate access events we provide unique opportunities to meet with a select group of industry leaders, offering the chance to gain unique insights from people operating at the highest levels of their respective industries.
In addition to highly analytical deep dive research surrounding our specific equity coverage, we provide our macro view of each industry against the global backdrop of current events and how we see them shaping the future. We leverage our various areas of expertise to produce a collaborative cross-sector research product. This non-siloed approach allows us to maximize our areas of expertise, ultimately achieving a more dynamic and in-depth level of insight.
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Key Points Middle East disruptions tightening acetyls markets, with price hikes expected to flow through results over the coming quarters Refinancings, free cash flow generation, and potential asset sales support ......
Key Points We’re raising our revenue and adjusted EBITDA forecast for KTOS post the firm’s 1Q26 earnings report earlier this month, and we’re reiterating our Overweight rating on the shares, ......
Key Points Q1’26 marked a positive inflection across all three segments, with tightening chlor-alkali fundamentals supported by the PCC project cancellation and 6-9% of global capacity currently shut With Epoxy ......
Key Points We’re raising our forecast for HII post the firm’s 1Q26 earnings report earlier this month, and we’re reiterating our Overweight rating on the shares. That said, we’re taking ......
Key Points We’re raising our forecast and target price for ATI post the firm’s 1Q26 earnings report, and we’re reiterating our Overweight rating on the shares. Our target price rises ......
Key Points Emerging MDI pricing momentum and tighter supply dynamics support the view that Huntsman earnings are positively inflecting from trough levels Normalized MDI margins and utilization rates could drive ......