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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 updating our forecast for GD for the first time post its 2Q earnings call and maintaining our Neutral rating on the shares. Our target price rises from USD46 to...
Key Points We’re updating our forecast for TXT for the first time post its 2Q earnings call, and we're maintaining our Neutral rating on the shares. Our target price rises USD5 to...
Key Points We’re increasing our forecast for WWD after the firm reported 3QFY25 earnings a few weeks back, and we're upgrading our rating to Overweight. While we’ve missed the strong YTD...
Key Points Demographic trends and lower interest rates highly supportive of Westlake’s earnings Market underestimating earnings power of the company with shares already trading at trough levels, in our view We rate WLK...