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Key Points We’re updating our forecast for CW after last week’s 2Q25 earnings report, and we’re reiterating our Overweight rating on the shares. Our target price rises USD103 to USD538 on a...
Key Points Company hitting commercialization and production milestones Commercial agreement with Emerald Carpets reached and pipeline continues to grow We rate PCT shares Overweight, with a USD18 per share 12-month target price Summary PureCycle Technologies...
Key Points We’re raising our forecast for RBC post last week’s 1QFY26 earnings report and we’re reiterating our Overweight rating on the shares. Note that we’ve integrated the VACCO deal for...
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...