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Key Points Q4’24 EBITDA beat but slight EPS miss Q1’25 and FY2025 (mid-point) guidance below consensus We rate CC shares Overweight, with a 12-month target price of USD27 per share Summary Chemours announced Q4’24 earnings...
Key Points Earnings revisions may have troughed with OLN shares in deep value terrain The transfer of acetyl market best practices to the chlor-alkali chain not being fully appreciated by the market,...
Key Points Earnings revisions may have troughed with OLN shares in deep value terrain The transfer of acetyl market best practices to the chlor-alkali chain not being fully appreciated by the market,...
Key Points We’re lowering our target price on shares of CW post the firm’s 4Q earnings report last Thursday, but we’re maintaining our Overweight rating on the shares. Our forecast for 2025-26...
Key Points Q4’24 EPS and EBITDA miss; midpoint of Q1'25 guidance below consensus Margin weakness observed across two of three segments (y-o-y). Polyurethane margins and volumes up y-o-y in Q4 We rate Huntsman...