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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...
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...