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Key Points History suggests that demand- and profitability-plagued periods, like 2022-2025, were followed by rapid margin and volume gains. Recent capacity closure announcements could tighten the market meaningfully. Several countries imposing anti-dumping...
Key Points See Chemours’ two-phased immersion cooling product offering being in pole position to gain data center cooling market share Opteon could add an incremental USD51-143m in EBITDA over the next two...
Key Points We’re updating our forecast for NOC for the first time post 2Q earnings and raising our target price, though we’re maintaining our Neutral rating due to valuation concerns. Our...
Key Points Announced/speculated capacity rationalization in China and South Korea and cancellation of “at risk” projects key to inducing cycle tightness If all announced and speculated capacity shutdowns were to happen and...
Key Points We’re raising our rating on shares of LMT to Overweight from Neutral after a weak year for the stock, and after a quarter in which the company suffered meaningful...