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 U.S. natural gas and NGL oversupply should persist limiting ethane price upside despite higher ethane exports Normalization of frac spread would erode ethylene margins by 2.2c/lb., at most ......
Key Points Production and onstream time continuing to show major progress Over 30 active trials underway. Successful commercialization news imminent, in our view We rate PCT shares Overweight with a ......
Key Points We’re updating our forecast for NOC for the first time post 1Q as we lower our bottom-line outlook post the 1Q B-21 charge, and we maintain our Neutral ......
Key Points We’re updating our forecast for LMT for the first time post 1Q and after management spoke at two recent investor conferences. We maintain our Neutral rating on the ......
Key Points History suggests that demand- and profitability-plagued periods, like 2022-2024, were followed by rapid margin and volume gains Several countries imposing anti-dumping duties on Chinese TiO2 could be the ......
Key Points We’re raising our forecast for HEI post yesterday’s 2QFY25 earnings call and reiterating our Overweight rating on the shares despite the strong YTD performance. Our target price rises ......