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Key Points Q2’25 EBITDA declines driven by lower spreads and higher inventory costs Lower Steady operations in Brazil and U.S./Europe offset by lower operating rates in Mexico We rate Braskem shares Overweight with...
Key Points Q2’25 EBITDA and EPS miss; lower EBITDA logged in every segment y-o-y FY2025 guidance below consensus and bakes in no recovery We rate Trinseo shares Overweight with a revised-lower 12-month target...
Key Points We’re updating our forecast for BWXT after the firm reported 2Q earnings earlier this week, and we’re reiterating our Overweight rating on the shares. Our target price rises USD76 to...
Key Points Q2’25 EBITDA and EPS beat on strong APM and TSS volumes Q3’25 and FY2025 guidance more or less in line with consensus once adjusted for Q3 outage impacts We rate CC...
Key Points Q2'25 EPS miss but EBITDA beat. HIP segment results continue to show resilience Management's near-term commentary mixed We rate WLK shares Overweight with a 12-month target price of USD100 Summary Westlake Corporation announced...