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Key Points We are initiating coverage of mid-cap aerospace materials supplier ATI, Inc. (NYSE: ATI) of Dallas, TX, with an Overweight rating. ATI is a leading supplier of high-grade/high-IP materials, such...
Key Points CE is ~75% off peak and below COVID lows—priced for balance-sheet distress Debt fear fading. Refinancings, USD2 quarterly EPS path, FCF, and asset sales cover maturities We rate Celanese shares Overweight...
Key Points We expect Q4’25 EPS to come in ~28% below consensus on average 2026 estimates moving lower as recovery pushed out For 2026, Overweight-rated SABIC is our top pick, as we believe...