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Key Points We are updating our forecast for LHX post 1Q26 earnings and we’re lowering our target price by USD30 to USD406 as we become a little more conservative on our...
Key Points TiO2 fundamentals improving as destocking fades, pricing rises, and margins rebound Capacity cuts, higher Chinese costs, and anti-dumping actions tightening global supply TROX is our preferred name in the TiO2 space...
Key Points We are raising our forecast for HWM post last week's 1Q26 'beat and raise' earnings report, and we're reiterating our Overweight rating on the shares. We see 1Q’s Engine Products...
Key Points We’re reiterating our Overweight rating on shares of CW after yesterday’s 1Q26 earnings report, and we’re raising our target price by USD32 to USD830. We’ve modestly raised our forecast for...
Key Points Q1’26 EBITDA beat on sequential Epoxy and Winchester margin expansion In-line with consensus Q2’26 guidance on continued earnings momentum across all three segments We rate Olin shares Overweight with a 12-month...