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Key Points Inventory depletion, not demand destruction, may be setting the stage for a potential chemical market squeeze China's broad-based destocking could fuel a global restocking cycle Consensus appears to be pricing in...
Key Points We’re modestly raising our top- and bottom-line forecast for BA post the release yesterday of 2Q order and deliveries data. We’re holding firm to our USD305 target price and...
Key Points Commodity chemical fundamentals improved despite weak equity performance. Above consensus for CE, LYB, and MEOH in Q2 Inventory depletion could trigger a 2003-style oil and petrochemical squeeze Positive 2026 earnings revisions...
Key Points Transformative acquisition creates an end-to-end electronics materials leader AI infrastructure and USD180m+ synergies strengthen long-term growth outlook We rate SOLS shares Overweight with a revised-lower USD85 per share 12-month target price Summary Following...
Key Points We attended AVAV’s biennial investor conference in New York yesterday, and we came away impressed with the growth outlook and opportunity set available to the firm. We’re maintaining our...