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Key Points We're updating our forecast and target price for CW for the first time post 4Q25 earnings, and we're reiterating our Overweight rating on the shares. Our target price rises USD181...
Key Points Geopolitics tightening markets near-term. Middle Eastern disruptions and higher oil have driven USD300+ per ton methanol price gains implying USD1.5–1.6bn EBITDA upside See structural undersupply medium-term. At-risk Iranian capacity and...
Key Points We're updating our forecast and target price for BWXT for the first time post 4Q25 earnings, and we're reiterating our Overweight rating on the shares. Our target price rises USD5...
Key Points In the past near-month since U.S. forces began striking Iran on February 28, defense stocks have done the unthinkable: they’ve declined -0.4%. Aside from a handful of stocks that...
Key Points HUN shares look overly discounted as MDI fundamentals bottom; supply may tighten on delays, Middle East disruption risk, and Wanhua’s exclusion from the U.S. MDI operating rates normalizing to 87–88%...