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Key Points Slight Q1'25 EBITDA miss on lower zircon prices and volumes 2025 EBITDA guidance reiterated We rate Tronox shares Overweight with a revised lower 12-month target price of USD17 per share Summary Tronox reported...
Key Points We’re updating our forecast for LHX post the firm’s 1Q earnings report last week and we're reiterating our Overweight rating on the shares. Our target price rises USD9 to USD265...
Key Points Market not appreciating tightening methanol supply/demand fundamentals and Methanex’s global portfolio; in our view Attractive free cash flow story evolving; company could cumulatively generate over 85% of current share price...
Key Points We’re updating our forecast for GD post the firm’s 1Q earnings report last week, and we're maintaining our Neutral rating on the shares. Our target price falls USD5 to USD309...
Key Points We’re updating our forecast for BA post the firm’s 1Q earnings release earlier this week as we raise our target price and reiterate our Overweight rating on the shares. Our...