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Key Points Structural chlor-alkali undersupply and Epoxy/Stade benefits support gradual recovery; Winchester steadied by rising military mix Consensus 2026 estimates undemanding and not baking in any market recovery at all We rate OLN...
Key Points Q3’25 EBITDA and EPS miss; Q4 guidance range below consensus Broad-based weakness led by Latex Binders and Polymer Solutions; unplanned outage hit Americas Styrenics We rate Trinseo shares Overweight with a...
Key Points Q3 EBITDA beat but EPS miss Cautious Q4 outlook as management flags seasonal and demand softness We rate CC shares Overweight with a 12-month target price of USD20 per share Summary Chemours announced...
Key Points Above-consensus Q3’25 EBITDA and EPS. Q4 guidance below consensus primarily on the back of tepid demand and seasonality Cash generation strong with USD447m operating cash flow and USD375m free cash...
Key Points Q3’25 earnings beat but Q4’25 guidance below consensus. Dividend cut 65% EBITDA contraction observed across all three segments (y-o-y). Management commentary cautious We rate HUN shares Overweight with a 12-month target...