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Key Points Levered to some of the strongest multi-year growth vectors—AI data-center cooling, advanced semiconductors, LGWP refrigerants, and nuclear fuel conversion Above-market growth, leading margins, strong cash conversion, and a clean balance...
Key Points Q3 miss and a soft Q4 guide highlight deeper demand weakness, with Asian ABS/PMMA inflows and European paper mill closures driving broad-based volume and margin erosion Liquidity has improved, but...
Key Points We’re raising our forecast and target price for LHX for the first time post the firm’s 3Q25 earnings report, and we’re reiterating our Overweight rating on the shares. Our...
Key Points Supply tightening fast: >700kt of closures since 2023 and deep Chinese losses point to accelerating global TiO₂ rationalization heading into 2026 Demand and margins bottoming: Destocking has largely cleared, volumes...
Key Points Methanol supply growth expected to lag demand by 9–11m tons over 2025–2029, supporting higher methanol prices despite market fears of oversupply Increased exposure to low-cost regions and improved operational efficiency...