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Key Points Global polyethylene capacity growth continues into 2026 (~4% Y-o-Y) but remains manageable; higher oil prices could provide a pricing tailwind Consensus earnings estimates for polyethylene producers appear undemanding, based on...
Key Points We’re updating our forecast for RTX post the firm’s 4Q earnings report yesterday, and we're reiterating our Overweight rating on the shares. Our target price rises USD23 to USD233 as...
Key Points 2025 was a banner year for aerospace and defense stocks, with defense names in our coverage universe averaging nearly 60% return (59.8%) for the year and commercial aerospace names...
Key Points Supply wave fading. Ethylene capacity growth into 2030 below historical norms as the build cycle rolls off Capacity closures, project cancellations, and China feedstock exposure could remove up to 30+...
Key Points Consensus still optimistic for Q4 prints. Reset in 2025 earnings expectations improves the odds of positive revision momentum in 2026 CC, HUN, LYB, and OLN short interest at 52-week highs We...