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Key Points Tightness to persist: Middle East outages and slow normalization challenge V-shaped supply recovery; oil linkage supports prices Estimates still too low: Consensus assumes rollback, but supply constraints and steady demand...
Key Points Q1’26 EBITDA and EPS beat on strong TSS segment results Q2’26 guidance range midpoint below consensus estimates We rate CC shares Overweight with a 12-month target price of USD24 per share Summary Chemours...
Key Points Below-consensus Q1’26 EBITDA and EPS. Q2 guidance above consensus primarily on the back of AC segment strength FY2026 FCF guidance raised to USD700-800m from USD650-750m We have an Overweight rating on...
Key Points Q1'26 EPS and EBITDA miss on PEM segment weakness Management's near-term commentary positive We rate WLK shares Overweight with a 12-month target price of USD120 Summary Westlake Corporation announced Q1’26 earnings this morning:...
Key Points We are raising our forecast for WWD post 2QFY26 earnings last week and we’re reiterating our Overweight rating on the shares. Our target price rises USD10 to USD448 (25x terminal...