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Key Points Q1'25 EBITDA and EPS miss Near-term outlook commentary was mixed We rate LYB shares Neutral with a revised down 12-month target price of USD67 per share Summary LyondellBasell announced Q1’25 results this morning:...
Key Points We’re lowering our forecast and target price for HXL post the firm’s 1Q earnings report earlier this week, though we’re maintaining our Overweight rating. Our target price declines USD16 to...
Key Points Q1’25 EPS and EBITDA beat but Q2’25 guidance below consensus Alberta project delayed and further cost cuts announced. European review expanded We rate Dow Inc. shares Neutral, with a revised down...
Key Points We’re updating our forecast for RTX post yesterday’s 1Q25 earnings report and we’re lowering our target price by USD17 to USD132. RTX reported a solid 1Q in several respects, but...
Key Points Chemical equities' performance is far worse than what we've seen in recessionary periods over the last 60 years, suggesting limited downside and significant upside Sector balance sheets and cash flows...