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Key Points Nuclear component companies got a big boost over the past two days from North American governments, and we see covered firms CW and BWXT as solid beneficiaries. In the United...
Key Points Polyethylene prices elevated while consensus earnings expectations remain conservative Tight oil inventories and supply disruptions could keep chemical margins elevated longer than expected We rate U.S. polyethylene-exposed names – DOW and...
Key Points USD395m capital raise removes liquidity concerns, extends debt maturities, and provides funding to support PCT's commercial scale-up Record Ironton production, P&G qualification, and accelerating customer adoption reinforce confidence in the...
Key Points We're raising our forecast for HEI post the firm's 2QFY26 earnings report last month, and we're reiterating our Overweight rating on the shares. Combining a 37x terminal multiple (145% premium...
Key Points Higher PVC and polyethylene prices support earnings recovery despite weak housing markets Self-help initiatives and improving chlor-alkali fundamentals create upside to undemanding estimates We rate WLK shares Overweight with a revised-lower...