For research access and to learn how you can work with Alembic Global Advisors please email Stephen Matthews, stephen.matthews@alembicglobal.com.
Key Points We believe feedstock costs lagged product prices in Q2'25, we anticipate a weak Q2’25 earnings season We are meaningfully above Q2’25 and 2025 consensus for CE and MEOH We are meaningfully...
Key Points We’re updating our forecast for BA after yesterday’s release of 2Q orders and deliveries information, and we're raising our target price by USD42 to USD265. We’re also reiterating our...
Key Points Forecasting Q2'25 q-o-q margin compression for the MENA group; we anticipate mostly earnings misses in the quarter Overall, we believe consensus is inaccurately forecasting Q2’25; we are meaningfully below Q2’25...
Key Points Guided to growth plan economics and timelines achievable, in our view With continued production gains at Ironton and now a clearly laid out growth plan, investor attention should shift to...
Key Points We’re updating our forecast for AVAV post the firm’s 4QFY25 earnings call earlier this week. We’re maintaining our Overweight rating and raising our target price by USD117 to USD295. For...