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Key Points Q3’24 EBITDA and EPS miss on higher Hurricane Beryl impact Below consensus Q4’24 on slower than anticipated CAPV segment recovery We rate Olin shares Overweight, with a 12-month target price of...
Key Points Q3'24 EPS and EBITDA beat; slower than expected volume recovery Management's Q4’24 guidance slightly below consensus We rate Dow Inc. shares Neutral, with a 12-month target price of USD60 per...
Key Points We’re maintaining our Overweight rating on BA post yesterday’s 3Q24 earnings report, and despite the fact that BA’s IAM-751 union voted down the latest contract proposal last night (64%...
Key Points We’re maintaining our Overweight rating on shares of HXL post yesterday’s 3Q earnings release, and we’re maintaining our USD81 target price. We’re using a 13.5x terminal multiple with our...
Key Points We believe feedstock costs lagged product prices in Q3'24; we anticipate a mixed Q3’24 earnings season We are meaningfully above Q3’24 and 2024 consensus for 1COV.DE, BRKM5, CC, CE, HUN,...