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 We’re updating our forecast for BA after yesterday’s release of 2Q orders and deliveries information, and we’re raising our target price by USD42 to USD265. We’re also reiterating ......
Key Points Forecasting Q2’25 q-o-q margin compression for the MENA group; we anticipate mostly earnings misses in the quarter Overall, we believe consensus is inaccurately forecasting Q2’25; we are meaningfully ......
Key Points Guided to growth plan economics and timelines achievable, in our view With continued production gains at Ironton and now a clearly laid out growth plan, investor attention should ......
Key Points We’re updating our forecast for AVAV post the firm’s 4QFY25 earnings call earlier this week. We’re maintaining our Overweight rating and raising our target price by USD117 to ......
Key Points We would expect crude oil and chemical pricing to increase meaningfully as a result of any conflict escalation and/or potential sanction tightening Ethylene, polyethylene, and methanol pricing could ......