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Key Points Continuation of U.S. feedstock advantage, reversal of destocking related volume declines, anti-dumping duties, and undemanding consensus estimates sources of chemical equity outperformance for some in 2025, in our view For...
Key Points We’re updating our forecast post HEI’s 4QFY24 earnings release yesterday and we’re reiterating our Overweight rating on the shares. The stock was hit hard yesterday (-8.7%) on a fairly modest...
Key Points Technology and scale-up concerns mostly allayed while capital raised. Product commercialization in 2025 could result in the next leg up in PCT shares First major product commercialization announcement (in 2025)...
Key Points We are terminating coverage of Elbit Systems (ESLT; previously rated Overweight) due to a change in research focus. Going forward, we will no longer maintain an investment rating or target...
Key Points Consensus 2025 earnings estimates undemanding, in our view. Macro trends could propel significant medium-term earnings growth Earnings power on the back of recent acquisitions still underappreciated. Valuation highly attractive on...