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Key Points Q2'26 EBITDA and EPS beat on O&P strength Near-term outlook commentary mixed We rate LYB shares Overweight with a 12-month target price of USD83 per share Summary LyondellBasell announced Q2’26 results this morning:...
Key Points Q1’26 EBITDA beat. Q3’26 guidance mid-point below consensus EBITDA expansion observed in all three segments (y-o-y). Management commentary mixed We rate HUN shares Overweight with a 12-month target price of USD14...
Key Points Q2’26 EBITDA beat on sequential margin expansion across all three segments Below consensus Q3’26 guidance partly driven by VCM facility outage We rate Olin shares Overweight with a 12-month target price...
Key Points We’re reiterating our Overweight rating on shares of BA but trimming our target price by USD7 to USD298 to take a more conservative approach to valuation in the current...
Key Points Q3’26 EPS beat on strong Asia business performance Q4’26 guidance above consensus We rate Air Products shares Overweight, with a 12-month target price of USD345 Summary Air Products reported Q3’26 adjusted EPS of...