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 Q1 EBITDA beat but slight EPS miss; outlook commentary positive Higher-than-forecasted volumes in Chile, Egypt, Geismar, New Zealand, and Trinidad We rate Methanex shares Overweight, with a USD80 ......
Key Points Consensus appears to discount a full rollback of recent PE price hikes despite a steeper global cost curve and ongoing Middle East-driven supply disruption Dow’s USD2bn+ self-help program ......
Key Points We’re updating our forecast for NOC post last week’s 1Q26 earnings report, and we’re making fairly modest changes to our estimates. That said, we’re lowering our target price ......
Key Points We are raising our topline forecast for HXL post last week’s solid 1Q26 earnings report, and we’re raising our target price by USD5 to USD115. We use a ......
Key Points We are raising our topline forecast for LMT post yesterday’s 1Q26 earnings call, and we’re modestly lowering our margin outlook for the firm. We’re also lowering our target ......
Key Points We are raising our topline forecast for BA and reiterating our Overweight rating on the shares post yesterday’s fairly solid 1Q26 earnings report. Our target price rises USD7 ......