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Key Points Q3’25 EBITDA and EPS beat; Q4’25 guidance range mid-point below consensus Sequentially higher EBITDA margins in both PM and S&S segments We rate Covestro shares Neutral, with a 12-month target price...
Key Points Q3'25 EPS and EBITDA miss on continued PEM segment weakness Management's near-term commentary mixed We rate WLK shares Overweight with a 12-month target price of USD100 Summary Westlake Corporation announced Q3’25 earnings this...
Key Points We’re reiterating our Overweight rating on shares of BA post yesterday’s 3Q earnings report, and we’re raising our target price by USD4 to USD270. While the 777-X (and related 767/tanker)...
Key Points Q3 EBITDA and EPS miss; outlook commentary positive Higher-than-forecasted volumes in Beaumont, Geismar, Egypt, and at Natgasoline We rate Methanex shares Overweight, with a USD50 per share target price Summary Methanex announced Q3’25...
Key Points Q3’25 EBITDA and EPS beat on improved CAPV segment results Below consensus Q4’25 guidance primarily due to inventory reduction We rate Olin shares Overweight with a 12-month target price of USD31...