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Key Points We’re updating our forecast for LMT for the first time post 1Q and after management spoke at two recent investor conferences. We maintain our Neutral rating on the shares...
Key Points History suggests that demand- and profitability-plagued periods, like 2022-2024, were followed by rapid margin and volume gains Several countries imposing anti-dumping duties on Chinese TiO2 could be the source of...
Key Points We’re raising our forecast for HEI post yesterday’s 2QFY25 earnings call and reiterating our Overweight rating on the shares despite the strong YTD performance. Our target price rises by USD38...
Key Points Share price decline overdone, valuation cheap, and debt levels manageable See company organically being able to pay down debt. If need be, asset sales could further accelerate debt paydown We rate...
Key Points We’re raising our forecast for WWD as we update for the first time post 2QFY25, and we’re also raising our target price. That said, we’re maintaining our Neutral rating...