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 Limited capacity additions and steady demand growth support tightening methanol markets beyond the near term Strong cash generation could support repurchases exceeding 9% of outstanding shares while reducing ......
Key Points Q3’26 EBITDA beat but EPS miss Q4’26 guidance range mid-point slightly below consensus on TSS We rate CC shares Overweight with a 12-month target price of USD22 per ......
Key Points Q3’26 EBITDA beat. Q4’26 guidance mid-point slightly below consensus EBITDA expansion observed in all three segments (y-o-y). Management commentary mixed We rate HUN shares Overweight with a 12-month ......
Key Points Above-consensus Q3’26 EBITDA and EPS. Q4 guidance mid-point above consensus on AC segment USD461m of free cash flow (FCF) generated in the quarter. FY2026 FCF guidance range tightened ......
Key Points We’re raising our forecast for GD after a fairly strong 3Q earnings report last week, but we’re lowering our target price by USD4 to USD427 as we get ......
Key Points Q3’26 EBITDA beat but slight EPS miss Near-term outlook commentary positive We rate LYB shares Overweight with a 12-month target price of USD83 per share Summary LyondellBasell announced ......